18. study bites - writing reports 09-09-2010

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    Study Bites Writing reports

    Produced by Robert Gordon University 1 Study Skills and Access Unit

    WRITING REPORTS

    There are many different types of report, from mid-term sales and

    marketing forecasts, proposals or requests for funding, through to casestudies and scientific lab reports.

    When writing a report it is important to keep in mind:

    why the report is being written (e.g. to provide information, to

    make a request or to influence decision-making)

    what it will cover (the focus, themes and issues) and

    who the audience is (e.g. what does the audience already know

    about the subject area, what do they want/need to know, what is

    their likely opinion).

    All these things can influence how you prepare, write and present your

    report. You will also need to keep in mind the constraints or limitations

    on time and budget, what evidence is needed, and the aims which

    define the scope and objective of the report (Payne and Whittaker 2000).

    Report Structure

    The structure of reports varies according to the subject matter, and

    different courses may have different report formats. Students may find

    that not all of the sections discussed here are relevant to the type of

    report they have to produce. For example a business school report may

    not require a methodology section, whereas a scientific report based on

    primary research would almost certainly need a methodology section.

    Check the assignment guidelines/instructions carefully to ascertain which

    sections to include. Many departments put out a guide to the structureand style of reports they require for their subject areas; read these

    carefully and/or ask your tutor if you are in doubt.

    In this topic we will look at two commonly used types of report:

    academic style reports and corporate style reports. Many features are

    common to both, but there are some important differences that you need

    to be aware of (always check with your department if you are unsure of

    which style to use). Note that reports can have flexible formats, so the

    following should be used as a guide only.

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    Academic style reports

    Typical sections include:

    Title page Abstract (executive summary)

    Contents page

    Introduction

    Literature review

    Methodology

    Results

    Discussion

    Conclusion

    Recommendations References/Bibliography

    Appendices

    What do these terms mean?

    Abstract (executive summary)

    An abstract (sometimes called an executive summary) is a brief summary

    of the report, containing key information from each section (for example,

    key points in the methodology, key findings, conclusions and

    recommendations etc). The abstract should be self-contained so that

    anyone can read it to get an overview of the whole report without having

    to read through the entire text. Although it appears at the beginning of a

    report, it is often easier to write the abstract after you have completed

    the other sections.

    Introduction

    The introduction gives background information to provide a context for

    the report. It provides an overview of the topics covered and the purpose

    of the report. It differs from the abstract in that it shouldnt state key

    findings, conclusions and recommendations.

    Literature review

    The literature review is a critical evaluation of sources you have reviewedwhile researching the topic you are writing about. It is more than a

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    summary as it should provide a critical analysis of the sources, for

    example identifying similarities and differences or gaps in the literature

    etc. (see Critical Thinking and Writing Analytically).

    Methodology

    The methodology section summarises the techniques used to collect the

    data presented in the report. It may also include justifications for using a

    particular data gathering method and/or any problems encountered

    during collection and collation.

    Results

    The results section presents the results of the investigation and may

    include tables, graphs, charts or diagrams to visually present the

    information (make sure these are all labelled accurately). If the results

    are extensive, you should present a summary of the findings in this

    section and put the raw results in an appendix (see below).

    Discussion

    This section provides a more in-depth analysis and discussion of thefindings in the results section. In some reports the discussion section may

    be combined with the conclusion section.

    Conclusion

    The conclusion section explains the significance of your findings. It should

    critically discuss these findings in the context of your analysis of the

    literature review. You might also discuss the limitations of the report

    findings (e.g. sample size, restricted sample, bias, or any problemsencountered).

    Recommendations

    The recommendation section is where any suggestions for action or

    further investigation are made. It may sometimes be included in the

    conclusion section.

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    References/Bibliography

    The reference list should contain the full details of all the references used

    in the text (a bibliography can include texts consulted but not used/cited

    in your text). Follow your departments recommended style forreferences.

    Appendices

    Appendices contain material that is referred to in the report, but which is

    too large or detailed to include in the body of the report (e.g. raw data,

    questionnaires). The reader should be able to choose whether or not to

    consult the appendices, so information in the appendices should not be

    essential to understanding the report.

    Academic report checklist

    Title Page: Does the title page contain all the correct detail?

    Contents page: Are the contents list, list of tables and charts and

    appendices complete and in order with correct page references (check

    these haven't shifted during rewriting)?

    Abstract: Does the summary/abstract stand alone as a complete and

    accurate summary of the report?

    Introduction: Is the background as brief and as thorough as possible

    and are any definitions clarified? Are the aims of the report clearly

    stated (note: sometimes the aims are presented in a separate

    section)?

    Methods: Are the methods used in the report appropriate and clearly

    stated? Will the reader be able to establish the validity of the methodsused?

    Results: Are the findings presented in a logical order? Is the content

    relevant to the aims of the report? Does the text flow naturally and is

    the language clear and concise?

    Discussion: Is the material well-balanced and are any

    opinions/assertions supported?

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    Conclusions: Are the conclusions well-supported and do they reflect a

    sound analysis of the material presented in the main body? Check that

    new information hasn't been introduced.

    Recommendations: Do you need a separate section for

    recommendations or can they go in the conclusion? Are the

    recommendations relevant to and fulfill the aims of the report? Is it

    clear what action (if any) is required?

    References Is the list of references complete and are all the in-text

    citations correct and in the right place? Will the reader be able to trace

    the references?

    Appendices: Are all the appendices present, in the correct order and

    numbered accordingly?

    (Adapted from Payne & Whitaker 2000)

    Corporate style reports

    Some courses, particularly business courses, may require you to write

    reports that dont necessarily follow the standard academic report format

    we have outlined above. If this is the case your department shouldprovide you with a detailed outline of the format they require. In

    corporate style reports the sections are numbered and it is up to the

    writer to structure and label the different sections according to what is

    appropriate for the contents and/or assignment instructions. This style of

    report is similar to reports generated in corporate environments.

    If you are assigned a corporate style report it is important to read

    through the assignment instructions carefully as these will often contain

    clues as to how to structure the report and what labels will be required for

    each section (see Understanding Assignment and Exam Questions). It

    would be useful to plan out the structure in advance to ensure the

    sections are cohesive and that the flow of information through the report

    is logical (see Structuring Assignments and Exam Essays).

    Note: in corporate style reports abstracts are known as an executive

    summaries.

    Below is an example of an excerpt from a corporate style report:

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    Example of corporate style report (excerpt)

    2.0 Marketing Strategies historical perspective

    Between 1939 and 1954 Dyce and Dyer relied primarily on word of

    mouth advertising and shop-front appeal (Peeler 2003). With the

    arrival of rival haberdashery Pauls on the corner of Market and

    Union Streets in 1953, however, the company was faced with its

    first major retail competition (Considine 1976). Pauls had secured

    a prime location and set up lavish window displays that snagged

    shoppers attention before they reached Dyce and Dyer further

    down Market Street. By the time founding partner Robert Dyce

    stepped down due to ill health and his son Robert took over in

    1954, sales were down 25 percent (Bruce 1998). Later that year,

    Robert Dyce launched the first Dyce and Dyer door-to-door

    marketing campaign.

    2.1 The door-to-door marketing campaign was begun with two clear

    objectives: to advertise the store, thus promoting brand

    awareness, and to offer loyalty discounts.

    2.1.1 Brand awareness was achieved through well-designedmarketing leaflets clearly displaying the Dyce and Dyer logo

    and shop front. The leaflets also contained a map with the

    stores location clearly displayed. Carefully worded

    descriptions of the store suggested a superior shopping and

    after-sales service experience (see appendix 2).

    2.1.2 Loyalty discounts were offered to consumer who bought

    more than 50 worth of items over a twelve month period.

    Consumer purchases and loyalty discounts were tracked on

    personalised cards kept in the store (Bruce 1998).

    2.2 The door-to-door marketing campaign was a major success for

    Dyce and Dyer and spawned a number of copy-cat loyalty schemes

    (Henderson 2005). Within two years sales at Dyce and Dyer had

    outstripped its rival Pauls (Bruce 1998) and the company seemed

    poised on the brink of retail victory over its rival Pauls.

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    Sources and further reading

    PAYNE, E. and WHITTAKER, L., 2000. Developing Essential Study Skills.

    Harlow: Pearson Education Limited