How to Make a Report Cover Letter

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How to Write a Monthly Report

How to write a memorandum to a ceo to approve working documents, how to write a budget revenue report.

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Whether you're an independent contractor providing a report as part of an assigned project or a company employee drafting an internal report for staff review, an attached cover letter will serve as a brief overview of the report's contents, and can help provide clarity about the report. Report cover letters summarize the details in the report, and provide an overview of why the report was requested, and what its contents are intended to do.

Business Cover Letter Contents

Much like a cover letter you would draft to accompany a resume when applying for a job, a report cover letter in business serves a similar purpose: It provides a snapshot and states that details will follow. It should not be confused with an executive summary, which is the narrative usually found at the beginning of a report, which indicates key findings and recommendations. In other words, the cover letter tells you what's in the report, and the executive summary at the beginning of the report tells you why the information is important.

Introduction -- who the report is aimed toward, and the purpose it serves. Example:

To the Board of Directors:

Attached please find the 2018 Annual Report that the board requested at the start of the new fiscal year.

Brief summary of rationale -- why the report was requested. Example:

As requested, the report provides an in-depth overview of corporate profits broken down into six-month increments. It also provides a market summary which details cost projections and anticipated revenues moving forward, in 12-month increments.

Bullet-point overview -- a detailed list of other elements included: Example:

Additional report contents include the following:

  • Breakdown of costs, revenue and earning projections per department
  • Market share analysis
  • New product performance metrics

Performance Report Contents

When drafting something such as performance reports that will be delivered to human resources or to a department director, the cover letter can be brief and to-the-point. Example:

Attached please find six performance evaluations of marketing department staff members. The evaluations were conduced the week of January 5, 2018. Each has been reviewed and signed by the individual employee and also by that employee's immediate supervisor. As you will read, the majority of the reports are quite positive, and several exceed expectations. Please let me know if you require additional information or documentation.

Project Report Contents

Well-written project reports are usually all-inclusive, but a cover letter to accompany the report can be helpful, when it includes details, such as a summary of purpose and next steps. Example:

Attached please find an update on the re-branding campaign project the graphic arts department is conducting. Once approved by the marketing committee, the project can move into phase two, in which we will have a focus group that will help assess overall perception and name recognition.

Take care to proof read your report cover letter carefully before attaching. The letter serves as a first impression for the report's contents, and as such, should be professional and free of errors.

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Lisa McQuerrey has been an award-winning writer and author for more than 25 years. She specializes in business, finance, workplace/career and education. Publications she’s written for include Southwest Exchange and InBusiness Las Vegas.

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Writing a Cover Letter for a Report

Table of Contents

Are you looking to write a cover letter for formal report ? You’re in luck — this article explores the detail.

What is a Report Cover Letter?

a business report with a graph showing the value of USD.

The cover letter provides a brief overview for those preparing independent reports.

Cover letters summarize the details of the report and explain why it was requested and what its contents were intended to accomplish.

We are required to include a cover letter with a larger report that might be sent by mail, special delivery, or email. You should write cover letters specifically so that it explains their contents, reaffirms their salient theme, and suggests future steps.

Report cover letters in business serve a similar purpose: They provide a snapshot and the details which follow. While similar to an executive summary, they aren’t the same. You may find an executive summary at the start of the paper, which outlines key findings and recommendations.

You see, the cover letter tells you what the report contains, while the executive summary tells us why this information is important.

How to Write a Cover Letter for Formal Report?

It is helpful to employ company letterhead stationery to compose a cover letter in recognition of the importance of the document it accompanies. If using email stationery, treat it as a paper cover letter by including an image of the company logo on the email page.

Include the day’s date and address information, including first and last names, title, business name, street address, and zip code. You can begin with the salutation “Dear,” “Mr,” or “Mrs.”

Declare the letter’s purpose without using ambiguous or obscure language. Consider briefly capturing the essence of the report. Summarize the purpose of the report in one or two sentences.

Note the conclusion of the report in this part, but don’t give away the underlying findings. You want the reader to read the entire report, not just the cover letter. Keep in mind that you are writing a cover letter, not an executive summary. Stating all the important findings is appropriate in an executive summary but not in a cover letter.

In a formal conclusion or next step section, indicate what actions you want from the recipient. Is it necessary for them to pass the document on? If so, make sure you state with a clear call to action. Or are you coordinating a larger meeting to present the findings? Be specific about the next steps as well as the day and date if necessary.

Why Write a Cover Letter for Formal Report?

Project reports have all the content necessary. However, cover letters can be useful when they include details such as the description of the goal and next steps.

We hope this article was helpful in showing you the main guidelines for writing cover letters for your business reports. In many aspects, writing cover letters for reports are similar to the cover letters for job applications. Instead of briefly explaining your skills and qualifications, you would be describing the essence of a business report.

Writing a Cover Letter for a Report

Pam is an expert grammarian with years of experience teaching English, writing and ESL Grammar courses at the university level. She is enamored with all things language and fascinated with how we use words to shape our world.

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How to Make a Report Cover Letter

by Marla Currie

Published on 26 Sep 2017

Often in business, we are required to include a cover letter that will accompany a larger report that might be sent by mail, special delivery or even email. A formal cover letter has a very specific purpose and should be written in such a way that it introduces and describes the contents, reiterate the salient theme of the report, as well as indicate next steps or actions to be taken.

Writing a Report Cover Letter

Use company letterhead stationary to compose a report’s cover letter in deference to the importance of the document it accompanies. Even if using email stationary, treat it as a paper cover letter by including an image of the company logo on the email page.

Include the day’s date as well as the address information including first and last name, title, business name, street and city address, zip code. Use the salutation “Dear” followed by a formal greeting such as the abbreviations Mr., Mrs., or Ms., if the individual is a stranger or “Dear” with the first and/or last name of the addressee if the individual is known.

State the purpose of the letter in the letter body using the words such as “This letter provides the (name of report) for your review or comment (or whatever the desired action). Use this opportunity to briefly summarize what the report is about. Try to sum up the purpose of the report as succinctly as possible – in one or two sentences maximum.

Note the conclusion of the report here while not giving away the essence of the report findings. You want the reader to read the actual report and not just the cover letter. The cover letter should whet the reader’s appetite for what will be found in the final report.

Have a formal conclusion or next steps section where you state what the desired actions are from the addressee. Do you want them to pass the document on or, sign off on the document or coordinate a larger meeting to present the findings? Be very specific about next steps as well as the day and date if time sensitive action is required.

End the cover letter with a formal sign off such as Cordially, Very truly, or Best regards. Include the name and title of the letter’s author. List the names of other individuals who will receive the report and cover letter in a cc list.

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Business Cover Letter Samples & Examples That Worked in 2024

Julia Gergelova — Resume Writer

Creating a business cover letter that's convincing enough to provoke interest and spark curiosity requires a certain finesse. It's definitely not a walk in the park, but with the right guidance, you can pen an excellent cover letter that stands out. 

Junior Financial Controller Cover Letter

In this comprehensive guide, we’ll expose you to the secrets of crafting a compelling business cover letter that gets results. Filled with useful tips, examples, and well-articulated guidelines, this guide promises to be your trusty companion in your job hunt journey.

Now, let’s delve into:

  • Formatting your business cover letter properly
  • Writing an effective header
  • Crafting a compelling cover letter headline
  • Customizing the greeting of your cover letter
  • Building a strong introduction for your business cover letter
  • Making your business skills and accomplishments stand out
  • Writing a persuasive conclusion
  • Avoiding common mistakes on a business cover letter
  • Average salary and job outlook for business professionals
  • Business resources for job seekers

1. How to properly format your business cover letter

A well-structured business cover letter goes beyond impressive content. Equally crucial is how you package your message, here's how to do it right:

  • Consistent font and size: Stick to a single, professional font type throughout your cover letter. Typical business-standard fonts include Times New Roman, Arial, and Calibri at font sizes 10-12.
  • Appropriate margins: Set 1-inch margins on all sides to give plenty of white space, making your letter easier to read.
  • Single spacing: Ideally, keep the body of your cover letter single-spaced with a space between each paragraph. 
  • Contact information: At the top-left corner of your cover letter, include your full name, address, phone number, and email address. For email cover letters, this information can go after your signature.
  • Clear sections: Divide your cover letter into clear sections — introduction, body, and conclusion. This gives it a coherent and professional structure.

Lastly, don't forget to proofread your letter to catch any errors or typos. Remember, your business cover letter is your first impression. Make it count!

Keeping these formatting tips in mind will ensure your business cover letter is both smooth to read and easy to navigate.

Create your cover letter fast with artificial intelligence.

2. how to write an effective business cover letter header.

The header of your business cover letter sits at the topmost part of the document. It contains crucial contact details and sets the tone for your letter. So, what exactly should your header contain ? Let's delve in.

Your header should include:

  • Your full name
  • Your mailing address
  • Your phone number
  • Your professional email address
  • Date of the letter
  • Full name and title of the hiring manager
  • Company name
  • Company mailing address

Now, let's have a look at a couple of examples to differentiate the correct and incorrect ways of formatting:

Incorrect business cover letter header example

[email protected] 1234567 ABC Company Today’s date

Why is this a weak header? It lacks essential information such as your full name, your and the employer's address, and the proper positioning of these details. It's also missing the hiring manager's name and lacks structure.

Correct business cover letter header example

John Doe 167 My Street My City, State, Zip Phone: (123) 456-7890 Email: [email protected] [Today’s Date]

To: Ms. Jane Smith ABC Company 123 Their Street Their City, State, Zip

Why is this a strong cover letter header? In this example, all necessary information is included. The contact information for both the jobseeker and hiring manager is well laid out with clear structure, making it easy for the recruiter to reach out if necessary. 

Remember that the header sets the stage for your business cover letter. And so, it’s definitely worth spending some time getting it right!

business cover letter header

3. How to write a compelling cover letter headline

After shaping a professional header, let's focus on the next crucial element: your cover letter headline . This component, particularly important in email applications, serves as your letter's "front door," enticing the reader to enter and explore further. Here's how to make it impactful:

  • Be brief but compelling
  • Clearly state your intent, including the job title or reference number if available
  • Be professional — avoid using slang, jargon or overly casual language

Now, let's look at a few examples of weak and strong cover letter headlines:

Weak business cover letter headline examples

  • Job Application
  • Resume Attached
  • Ready to Get to Work!

Why are these incorrect? They lack specificity. These examples don't mention the role you're applying for and are overly generic ("Job Application", "Resume Attached"). What’s more, "Hello! Ready to Get to Work!" is simply too informal and unprofessional. 

Strong business cover letter headline examples

  • Certified SEA Specialist John Doe Applying for Digital Marketing Role
  • Bilingual Customer Service Professional for Account Manager Role
  • Project Manager with 5 Years in Tech Seeking New Challenges

Why are these examples correct? These headlines are not only concise but also indicative of what's to come in the letter body. They mention the role targeted, offer a quick peek into the candidate's qualifications or unique selling points (certification, bilingual skills, industry specific experience), and thus add an intriguing layer to the professionalism. 

Remember, a powerful headline is essentially your “elevator pitch” — it should succinctly celebrate your most relevant strengths and hint at the potential value you could bring to the role.

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4. How to customize the greeting in your business cover letter

Personalizing the greeting in your business cover letter is more than just a polite formality — it's a subtle yet powerful way to convey respect and show that you've put in the effort to research the company . 

Why is it important? A personalized greeting creates a connection, demonstrating that you're not just sending a generic application but you've taken the time to tailor your letter to this specific job and company. 

But where do you find the name of the hiring manager? Here are some sources:

  • The job listing: Sometimes, the name of the hiring manager may be given in the job advertisement.
  • Company website: Many companies have a team page on their website where they list key personnel.
  • LinkedIn: This professional networking site is a treasure trove of such information.
  • Call or email: If you can't find the information online, it may be worth making a quick phone call or sending an email to the company to ask.

Let's look at examples of personalized greetings

  • Dear Hiring Manager Nelly Johnson,
  • Dear Mrs. Johnson,
  • Dear Nelly Johnson,

Now, what if you've searched everywhere and still can't find a name ? Here are some general, yet respectful, greetings you could use:

  • Dear Hiring Manager, — It's direct and applicable to any job application.
  • Dear [Company Name] Team, — Best used when you're unsure who'll be reading your cover letter, but know it'll be a team. 
  • To Whom It May Concern, — A traditional phrase for unknown recipients. Use it sparingly, as it can appear overly formal or outdated.

Remember, the goal of a personalized greeting is to start the letter on a respectful note, conveying your attention to detail and respect for the reader.

5. How to write a strong introduction to your business cover letter

The opening lines of your business cover letter carry a weighty task. They serve as a gateway into your professional story and set the stage for what's to follow. This section, typically includes:

  • A quick introduction of yourself, comprising a brief overview of your professional and academic history
  • A clear statement on why you're applying for this particular role
  • A mention of a mutual connection, if applicable

Let's delve into examples showcasing what to avoid and tips for both experienced professionals and fresh graduates:

Incorrect business cover letter introduction example

I'm writing to apply for the Business Analyst position. I have a degree in Business and I’d love to get this job.

Why is this a weak intro? This introduction lacks enthusiasm and fails to convey any unique skills or reasons why the candidate wants the specific job.

Correct introduction for an experienced professional

As a seasoned Business Analyst with a Master’s in Business Analytics and over 10 years of experience in improving operational efficiency, I was excited to find the opening at XYZ Corporation. Having long admired your commitment to innovation, I am eager to contribute my strategic insights and implement solutions that drive growth.

Why is this a strong cover letter introduction? This example showcases the candidate's qualifications, explains why they are applying, and reflects an understanding of the company's values, showing both purpose and passion.

Swinging the spotlight over to fresh graduates now, let's examine how your intro can become a dynamic showcase of your academic prowess and enthusiasm for professional growth:

Business cover letter introduction for a fresh graduate

Greetings, my name is Susan and as a recent Business Graduate from ABC University, top of my class, I am eager to apply my theoretical knowledge in a practical setting. The entry-level Business Analyst role at XYZ Corporation seems like the perfect opportunity because of your focus on mentorship and professional growth.

Why is this a great opening? Fresh graduates may not have much professional experience, but this intro turns that into a positive. It highlights academic credentials, explains why the specific role is appealing, and showcases understanding of the company's ethos.

Remember, your introduction isn't just about stating who you are. It's about grabbing attention, sparking interest, and compelling the hiring manager to continue reading.

Executive Search Associate at Marcum Cover Letter Sample

6. How to highlight your top business skills and accomplishments

The heart of your business cover letter lies in its body — it's where the spotlight falls on your skills, achievements , and qualifications.

Format it as a concise and easy-to-read narrative, spanning one to two paragraphs. Make use of bullet points to showcase multiple achievements, but keep it down to a maximum of three to five. Your aim is to make a strong case for why you are the right person for the job.

When highlighting your skills , focus on those most relevant to the position you're applying for and which align with the main requirements listed in the job ad. 

Some relevant skills for a business professional might include

  • Strategic planning
  • Project management
  • Financial acumen
  • Business development
  • Analytical thinking
  • Collaboration & team leadership
  • Excellent communication

When it comes to achievements, quantify them wherever possible. Use numbers , percentages, or other specific metrics to demonstrate the impact you've made.

Cover letter body paragraph example for an experienced professional

In my role as Business Development Manager at ABC Corp, I implemented strategic initiatives that resulted in a 20% increase in annual revenue. My passion for fostering profitable relationships helped secure four major account contracts. I also led a team that successfully introduced a new product line, which boosted our market share by 15%.

Now, if you're a newbie without extensive experience, don't fret. Focus on your academic achievements, internships, or voluntary work that demonstrate transferable skills. Mention relevant coursework, projects, or case studies you've worked upon during your studies.

Cover letter body paragraph example for a fresh graduate

During my final year at XYZ University, my group won the top prize in the business strategy competition. We formulated a comprehensive go-to-market strategy for a hypothetical product, which was praised for its innovation and detailed understanding of market dynamics. Additionally, my internship at DEF Ltd. allowed me to work on a potentially disruptive business model and honed my analytical skills.

Remember, the body of your cover letter should not just echo your resume; it should supplement it with a narrative that brings out your passion, personality, and professional strengths .

business cover letter body paragraph example

7. How to craft a persuasive conclusion for your business cover letter

Wrapping up your business cover letter with a strong conclusion is as essential as a dynamic opening. It's your final pitch, your closing argument that reinforces your interest in the role and leaves a lasting, positive impression.

Your conclusion should include:

  • A reiteration of your interest in the role and the company
  • How and when you can be reached. This could be your email address, phone number, or both
  • A statement suggesting when you would like to hear from them, if applicable
  • Your plan to follow up
  • A formal and polite sign-off

Remember, the aim of this closing part is to reinforce your eagerness for the role, politely push for the next steps, and provide easy ways for the employer to contact you.

Here's an example of a strong cover letter conclusion

In conclusion, I'm excited about the opportunity to bring my unique mix of experience, skills, and passion to XYZ Corp as your new Business Analyst. I'm ready to leverage my analytical abilities and strategic insights for the growth and success of your team. 

You can reach me at [email protected] or (123) 456-7890. I hope to hear from you by next week, but if I don’t, I will take the initiative to follow up. 

Thank you once again for considering my application. 


[Your Name]

In essence, a conclusion is the ribbon that ties your cover letter together, creating a neat, persuasive, and memorable package for the recruiter. Make it count!

8. How to avoid common mistakes on a business cover letter

Despite good intentions, many business professionals unwittingly fall into traps that weaken their cover letters . But with a little caution, these common missteps can be avoided. Let's explore:

  • Using a generic template: While templates can be handy, if used indiscriminately, they rob your cover letter of individuality. Solution: Customize your letter for each application, reflecting the specific role and company values.
  • Repeating your resume: Your cover letter should complement your resume , not replicate it. Solution: Use your cover letter to share your story, explain context, or delve deeper into key achievements.
  • Neglecting company research: Failing to demonstrate an understanding of the company shows a lack of initiative. Solution: Do your homework about the company and articulate why you're a good match for not only the role, but also the company culture.
  • Making it all about you: While it’s important to showcase your skills and qualifications, the cover letter should balance this with how you'll add value to the company. Solution: Make the connection between your abilities and the company's needs clear.
  • Overlooking typos/mistakes: Even the smallest typo can suggest a lack of attention to detail. Solution: Proofread your cover letter multiple times. Consider using proofreading tools or having someone else review it for a fresh perspective.
  • Being overly formal: While maintaining a professional tone is crucial, an overly formal tone can make your letter seem impersonal. Solution: Use a conversational but professional tone to add warmth to your writing.
  • Writing lengthy paragraphs: Large blocks of text can deter the reader. Solution: Break down content into shorter paragraphs or bullet points for ease of reading.

Remember, an effective business cover letter is not just error-free, but also personalized, focused, and reflective of your professional brand.

9. Average salary and outlook for business professionals

For those angling their career compass towards business and financial sectors, the future looks promising. Drawing from the freshest data, the U.S. Bureau of Labor Statistics (BLS) predicts a growth rate in this sector that outpaces the average across all professions from 2022 through 2032.

This positive trend signals a sea of job opportunities in the industry. The numbers speak volumes, with a whopping 911,400 job openings predicted annually on average in these fields.

Rewarding compensation comes hand in hand with these opportunities. As of May 2022, business and financial professionals could expect a median annual wage of $76,850 . As a comparison, this figure notably surpasses the median yearly wage for all occupations, which is pegged at $46,310. 

In a nutshell, for those looking at a career in business, the rising job prospects coupled with lucrative salaries make this sector a promising and fulfilling path to consider in the foreseeable future.

10. Essential business resources for job seekers

In the competitive landscape of business, having a stellar resume and cover letter is just the starting point. To stay ahead, you need to tap into resources that can help you not only land your dream job but also pioneer your ongoing professional journey. Here are a few resources you should be considering:

  • LinkedIn: This professional networking platform is a treasure trove for job seekers, from connecting with potential employers to exploring job postings. What’s more, you can now turn your LinkedIn profile into a polished resume within a few seconds.
  • Job boards: Job boards such as Indeed or Glassdoor allow you to search for vacancies across industries and locations, offer company reviews, and even provide estimates on salary expectations.
  • Industry-related groups and forums: Joining groups and forums related to business and finance can give you insights into what's new in your field and who's hiring — for instance, groups on Facebook , Reddit , or LinkedIn .
  • Professional associations: Being a part of associations such as the American Business Women’s Association or Business Professionals of America can offer networking opportunities, job listings, and professional development resources.
  • Local chamber of commerce: Your local Chamber of Commerce can provide valuable networking opportunities, workshops, and information about local businesses. 
  • Career fairs: Attending career fairs puts you in direct contact with potential employers. Be prepared with your "elevator pitch" about who you are and your qualifications.
  • Online webinars and workshops: E-learning platforms such as Coursera , Udemy , or SkillShare  offer various business and finance related webinars and workshops. These platforms not only help you hone your skills but also often feature job opportunities, allowing industry professionals to connect directly with potential employers.

Remember, it’s vital to stay agile and open to opportunities in today’s dynamic business world. These resources can provide you with the edge you need to navigate the business career landscape successfully, keeping you informed, connected, and ready to seize opportunities with both hands.

Business Cover Letter FAQ

Keep your business cover letter concise and impactful; ideally, it should be no more than one page long and contain three to four short paragraphs.

No, it's typically not recommended to include a photo on your cover letter. Stay professional by focusing on your skills and qualifications.

Even if not explicitly requested, it's a good idea to include a cover letter. A well-written cover letter provides an opportunity to showcase your motivation, skills and qualifications in a personalized narrative.

While it's good to demonstrate your knowledge of the industry, avoid using excessive jargon. Keep your language clear, professional, and accessible — remember, the person reading your letter might not be familiar with industry-specific terminologies.

No, it's important to tailor each cover letter to the specific job you are applying for. Highlight skills and experiences that are most relevant to the job at hand, and take the opportunity to show your knowledge of and interest in the specific company.

Julia Gergelova — Resume Writer

Julia Gergelova

Julia is a professional writer, translator and graphic designer. She holds degrees in translation and interpretation, and has international work experience from a number of different countries in Europe as well as China and Panama. Julia formerly taught academic writing and as a graphic designer contributed to outlets such as  The Business of Business . She has a passion for lifelong learning and good coffee.


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Business Communication  - How to Write a Powerful Business Report

Business communication  -, how to write a powerful business report, business communication how to write a powerful business report.

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Business Communication: How to Write a Powerful Business Report

Lesson 8: how to write a powerful business report.


How to write a powerful business report

business report cover letter

When a company needs to make an informed decision, it can create a business report to guide its leaders. Business reports use facts and research to study data, analyze performance, and provide recommendations on a company's future.

Watch the video below to learn how to write and format a business report.

The basics of a business report

Business reports are always formal , objective , and heavily researched . Every fact must be clear and verifiable, regardless of whether the report focuses on a single situation or examines the overall performance of an entire company.

Because objectivity is crucial in a business report, avoid subjective descriptions that tell the reader how to feel. For instance, if sales were down last quarter, don’t say “Sales were terrible last quarter,” but rather let the sales data speak for itself. There should also be no personal pronouns, such as “I think we should invest more capital.” A business report should remain impersonal and framed from the company’s perspective.

The structure of a business report

Although the size of a report can range from one page to 100, structure is always important because it allows readers to navigate the document easily. While this structure can vary due to report length or company standards, we’ve listed a common, reliable structure below:

  • Front matter : List your name, job title, contact information, and the date of submission. You can also create a title for the report.
  • Background : State the background of the topic you’ll be addressing, along with the purpose of the report itself.
  • Key findings : Provide facts , data , and key findings that are relevant to the purpose stated in the background. Be clear and specific, especially because the entire report depends on the information in this section.
  • Conclusion : Summarize and interpret the key findings, identify issues found within the data, and answer questions raised by the purpose.
  • Recommendations : Recommend solutions to any problems mentioned in the conclusion, and summarize how these solutions would work. Although you’re providing your own opinion in this section, avoid using personal pronouns and keep everything framed through the company’s perspective.
  • References : List the sources for all the data you've cited throughout the report. This allows people to see where you got your information and investigate these same sources.

Some companies may also require an executive summary after the front matter section, which is a complete summary that includes the report’s background, key findings, and recommendations. This section lets people learn the highlights quickly without having to read the entire document. The size of an executive summary can range from a paragraph to multiple pages, depending on the length of the report.

As mentioned in Business Writing Essentials , revision is key to producing an effective document. Review your writing to keep it focused and free of proofreading errors, and ensure your factual information is correct and presented objectively. We also recommend you get feedback from a colleague before submitting your work because they can spot errors you missed or find new opportunities for analysis or discussion.

Once you’ve revised your content, think about the report’s appearance . Consider turning your front matter section into a cover page to add some visual polish. You can also create a table of contents if the report is lengthy. If you’re printing it out, use quality paper and a folder or binder to hold the report together. To diversify the presentation of your data, try using bulleted lists, graphics, and charts.

Example of a business report

To demonstrate the principles of this lesson, we’ve created a brief business report for you to review.

Let's start by looking at the first page of this two-page report.

business report cover letter

The layout of the front matter is simple and effective, while the background sets the stage in a quick, specific manner. The key findings provide the main takeaways that warrant further investigation, along with a chart to add emphasis and visual variety.

Now let's look at the following page.

business report cover letter

The conclusion features a little of the writer's opinion on the key findings, although the writing is still centered around the company's perspective. The recommendations are clear and supported by the data, while the references are thorough.

While business reports may seem intimidating, you have the ability to create a thorough, informative document through practice and careful research. Collect the facts and present them in an organized, objective manner, and you’ll help your business make informed decisions.



The 23 Best Cover Letter Examples: What They Got Right

Amanda Zantal-Wiener

Published: December 14, 2023

I've sent plenty of cover letters throughout my career, so I know it isn't usually fun to write one. Fortunately, the cover letter examples I painstakingly gathered below show that it’s possible to have a little fun with your job search — and maybe even make yourself a better candidate in the process.

 person types of a cover letter

I was shocked upon learning 45% of job seekers don't include a cover letter when applying for a job. I definitely don't recommend following the crowd on this matter because your cover letter is a chance to tell the stories your resume only outlines.

It's an opportunity for you to highlight your creativity at the earliest stage of the recruitment process.

→ Click here to access 5 free cover letter templates [Free Download]

Are you ready to showcase your unique skills and experience? Or are you looking for more tips and cover letter inspiration?

Keep reading for 20+ cover letter examples, then check out tips for cover letter formatting and what makes a cover letter great .

business report cover letter

5 Free Cover Letter Templates

Five fill-in-the-blank cover letter templates to help you impress recruiters.

  • Standard Cover Letter Template
  • Entry-Level Cover Letter Template
  • Data-Driven Cover Letter Template

You're all set!

Click this link to access this resource at any time.

Cover Letter Examples

  • Standard Cover Letter Example
  • Data-Driven Cover Letter Sample
  • Entry-Level Cover Letter Example
  • The Cover Letter That Explains 'Why,' Not Just 'How'
  • The 'We're Meant for Each Other' Cover Letter
  • The Cover Letter with H.E.A.R.T.
  • Short-and-Sweet Cover Letter Example
  • The Short Story
  • The Bare Bones Cover Letter
  • The Breezy Follow-Up
  • The Administrative Assistant Cover Letter
  • The Internship Cover Letter
  • The Brutally Honest Cover Letter
  • The Pivot Cover Letter
  • The Graphic Design Cover Letter
  • Consulting Internship Cover Letter Example
  • Nonprofit Referral Cover Letter Example
  • General Email Inquiry Cover Letter Example
  • Post-Phone-Call Cover Letter Example
  • Mission-Driven Graduate Cover Letter Example
  • Short Recommendation Cover Letter Example
  • Professor or Research Position Cover Letter Example
  • Director Cover Letter Example
  • Editorial Cover Letter Example
  • Promotion Cover Letter Example
  • Law Cover Letter Example

Customizable Cover Letter Examples

In a hurry for a cover letter example you can download and customize? Check out the ones below from HubSpot’s cover letter template kit .

1. Standard Cover Letter Example

cover letter examples: standard cover letter

Download a Customizable Copy of This Cover Letter Example

This standard cover letter is among my favorite approaches because it hits all the right notes: It includes a space to give a brief summary of your experience, as well as a space to delve in-depth into the specific responsibilities of your current role.

You also have the chance to describe the challenges you’ve mastered in previous roles, showing that you’re capable of facing any problem that comes your way.

Why I Love It

I love this cover letter because it allows you to describe the high points of your career while still being professional, personalized, and succinct.

2. Data-Driven Cover Letter Sample

cover letter examples: data driven cover letter

Numbers are worth a million words — or that’s how I think the saying should go (if only we could include pictures in cover letters).

Citing data and statistics about your achievements at your current company is an assured way to capture a hiring manager’s attention.

Over the years, I've learned most hiring managers don’t read the entire letter, so a bulleted summary of your achievements can be a powerful way to increase the effectiveness and scannability of your message.

I love this cover letter because it’s adaptable to any role. Even if you don’t work in a data-centric role, you can include any enumerable achievement.

If I worked in a creative industry, for instance, I could include the number of creative assets you designed for your current company.

3. Entry-Level Cover Letter Example

cover letter examples: entry-level cover letter

Many of us have had "first job jitters" (that's what I'm calling it) when applying for our first career opportunity.

However, my experience taught me to increase my chances of getting that first interview by including a cover letter that explains how my education can help me succeed in the role I applied for.

In fact, HubSpot staff writer Erica Santiago says highlighting her education was key to snagging her first role out of college.

"When I graduated from journalism school, I only had a couple of internships under my belt and maybe some writing clips — not enough to compete with most young professionals with more experience," she recalls.

"So, I highlighted the classes I took such as 'News Reporting and Writing' or 'Electronic News Gathering," she says, "And I explained the assignments I did and how they gave me real-world experience in interviewing and reporting."

She says that's how she got her first job as a digital journalist for WSVN in Miami.

If you need help understanding how to highlight your education in a cover letter, look no further than this example from HubSpot.

While other cover letter samples give experienced professionals the opportunity to share their experience at length, this one gives you the chance to describe your personal and professional attributes.

You can then convey how you can use your knowledge to help your target company reach its goals.

I love this cover letter because it’s easy and simple to use for a student who has little experience in their target industry — including those who haven’t yet completed an internship.

Looking for more? Download the entire kit below.

5 Professional Cover Letter Templates

Fill out the form to access your templates., best cover letter examples.

What does a good cover letter look like in practice, and how can you make yours stand out? I  found six examples from job seekers who decided to do things a bit differently.

Note: Some of these cover letters include real company names and NSFW language that I've covered up.

1. The Cover Letter That Explains 'Why,' Not Just 'How'

You may already know how to talk about how you’ll best execute a certain role in your cover letter. But there’s another question you might want to answer: Why the heck do you want to work here?

The Muse , a career guidance site, says that it’s often best to lead with the why — especially if it makes a good story.

I advise against blathering on and on, but a brief tale that illuminates your desire to work for that particular employer can really make you stand out.

cover letter that explains "why" with a story about a childhood experience with the chicago cubs

Image Source

Here’s another instance of the power of personalization.

The author of this cover letter clearly has a passion for this prospective employer — the Chicago Cubs — and if she’s lying about it, well, I'm sure that would eventually be revealed in an interview.

Make sure your story is nonfiction and relatable according to each job. While I love a good tale of childhood baseball games, an introduction like this one probably wouldn’t be fitting in a cover letter for, say, a software company.

But a story of how the hours you spent playing with DOS games as a kid led to your passion for coding? Sure, I’d find that fitting.

If you’re really passionate about a particular job opening, think about where that deep interest is rooted. Then, tell your hiring manager about it in a few sentences.

Why This Is A Great Cover Letter

This example shows how effective personalization can be. The writer is passionate about the employer, drawing from her own childhood experience to communicate her enthusiasm.

Further reading: Sales Cover Letter Tips

2. The 'We're Meant for Each Other' Cover Letter

This cover letter example is a special one because it was submitted to us here at HubSpot. What does the letter do well? It makes a connection with us before we've even met the letter's author.

We're meant for each other cover letter submitted to HubSpot

"Content Marketing Certified" shows the applicant has taken the content marketing certification course in our HubSpot Academy (you can take the same course here ).

Our "records" indicate he/she did indeed give an interview with us before — and was a HubSpot customer.

The cover letter sang references to a relationship we didn't even know we had with the candidate.

The letter ends with a charming pitch for why, despite him/her not getting hired previously, our interests complement each other this time around.

(Yes, the applicant was hired).

This cover letter example does an excellent job of building rapport with the employer. Despite not getting hired for previous roles they applied for at HubSpot, the writer conveys exactly why they are right for this role.

Read more: Customer Service Cover Letter Tips

3. The Cover Letter with H.E.A.R.T.

HubSpot has a lot of H.E.A.R.T. — Humble, Empathetic, Adaptable, Remarkable, Transparent.

Our Culture Code is the foundation of the company's culture, the driving force behind our mission to help millions grow better , and serves as the scaffolding for our hiring practices.

Recruiters at HubSpot look for applicants that demonstrate how they embody the Culture Code and job description, paying extra attention to cover letters that are super custom to HubSpot.

In another HubSpot submission, a HubSpot applicant writes about how she found out about HubSpot, why she likes the company, and how her professional experience aligns with H.E.A.R.T.

cover letter that details experience according to hubspot values: humble, empathy, adaptability, remarkable, and transparent.

HubSpot's recruiting team was impressed with her dedication to the company and how she went beyond what was asked for by linking her portfolio in her closing paragraph.

Featured Resource: 5 Free Cover Letter Templates


Download our collection of 5 professional cover letter templates to help you summarize your professional journey and land your dream job – whether it's at your first or fifth company.

Short Cover Letter Examples

4. the short-and-sweet cover letter.

In 2009, David Silverman penned an article for Harvard Business Review titled, " The Best Cover Letter I Ever Received. " That letter has three complete sentences, as follows:

Short and sweet cover letter example with only three sentences

One might argue that this particular letter is less than outstanding, and I'll also admit it's an older example.

It’s brief, to say the least, and the author doesn’t go into a ton of detail about what makes him or her qualified for the job in question.

But that’s what Silverman likes about it — the fact that the applicant only included the pieces of information that would matter the most to the recipient.

"The writer of this letter took the time to think through what would be relevant to me," writes Silverman. "Instead of scattering lots of facts in hopes that one was relevant, the candidate offered up an opinion as to which experiences I should focus on."

When you apply for a job, start by determining two things:

  • Who might oversee the role — that’s often included in the description, under "reports to." Address your letter to that individual.
  • Figure out what problems this role is meant to solve for that person. Then, concisely phrase in your cover letter how and why your experience can and will resolve those problems.

The key to this standout cover letter is research.

By looking into who you’ll be reporting to and learning more about that person’s leadership style, you’ll be better prepared to tailor your cover letter to focus on how you can create solutions for them.

Read here for more tips on how to land your dream job .

5. The Short Story

Basha Coleman began her cover letter with a short story. The goal of this short story is two-fold:

  • Detail the experience she already has with the organization.
  • Stand out to the hiring team.

short cover letter example from basha coleman that starts with a short story about her existing experience with pepsi

I notice her short story follows a typical narrative arc: It has a conflict/obstacle, a turning point, and a positive outcome, all created with a goal to emphasize a theme or point.

In this case, Coleman is emphasizing her existing affinity with the brand and her triumphs within the program so that she can continue on her career path.

Like the second example in our list, this cover letter does an excellent job of conveying the applicant’s existing affinity for the brand. If you are applying to a company you love, don’t be shy about showing it and explaining why.

6. The Bare Bones Cover Letter

In today's job market, cover letters aren't always necessary. Even though many recruiters won't ask for or even read them, cover letters can still be effective and convey personality to a reader.

Writing a strong cover letter can help you better convey your interest in the position and company.

This template from The Balance Careers puts together the essential components of a short cover letter: excitement about the position, your qualifications, and a call-to-action for the recruiter to follow up with you.

Combining these central aspects in a well-written, compelling narrative will go a long way in convincing readers to hire you.

short cover letter example with summarized bullet points

This letter is organized and concise. The inclusion of bullet points to highlight key skills and help the recruiter skim the document is a nice touch.

Check out this post for more useful cover letter tips .

7. The Breezy Follow-Up

In this cover letter, Amanda Edens is following the instructions the hiring manager gave by forwarding an email with resume and writing samples attached.

short cover letter example from Amanda Edens with bullet points and breezy language

This short cover letter is the result. I especially admire how she uses casual and breezy language to convey personality and enthusiasm, and she keeps her paragraphs succinct.

Not only does Amanda include links to relevant writing samples that are live on the web, but she also closes with a strong final paragraph that:

  • Summarizes the expertise she has relevant to the posting
  • Emphasizes that she doesn't want to simply get a job but rather help the organization accomplish their goals
  • The reader gets everything they need in an organized and thoughtful manner.

8. The Administrative Assistant Cover Letter

In this cover letter the candidate, Michelle, plays up her prior music industry experience to build a connection with Epic Music Group. If you have specific industry experience for the role you are applying for, be sure to highlight that.

Cover Letter Example: Admin Cover Letter

It’s clear that she’s passionate about not only the music industry, but Epic as a whole.

She’s done so much research on the company that she knows what software programs they use, and happens to be proficient in it to help convey value to the hiring manager.

This example further illustrates the importance of research.

Make sure you understand the culture of the company to which you’re applying before you send a completely unfiltered cover letter — if you don’t, there’s a good chance it’ll completely miss the mark.

In just three short paragraphs, the applicant uses their company research to drive home why they are the perfect fit for the role — emphasizing industry experience as well as software knowledge specific to the company.

All of this communicates that she’d be able to start with very few hiccups while getting up to speed.

Further reading: 15 Cover Letter Templates

9. The Internship Cover Letter

Maybe you’re just getting started in your career and looking to land the right internship to gain experience in your field.

In this case, you’ll need to highlight more of your educational background and transferable skills since you won’t have as much professional experience to highlight.

Cover Letter Examples: Internship Cover Letter

The cover letter above is a great example of how to emphasize your skills and accomplishments when applying to internships or entry-level positions. A few things the applicant does well:

  • Highlights relevant extracurriculars and affinity networks. In this case, the applicant is applying for a business analyst position, so mentioning their involvement in a FinTech group makes sense.
  • Previous internships in relevant fields: Our applicant points out that they’ve interned as a Business Analyst at another firm. Pointing out that they’ve done the role before will help make their case for fit.
  • Highlight other useful skills: This applicant is fluent in both English and German. If an international company or an organization needs bilingual support, knowing multiple languages is an asset.

This cover letter example illustrates how you can leverage your education and background to get the gig even when you don’t have much working experience. Highlighting previous internships or experience in related fields can go a long way in convincing hiring managers you’re the perfect candidate for the role.

Further reading for recent graduates:

  • How to Find a Job After College
  • Writing a Cover Letter for an Internship

Creative Cover Letter Examples

10. the brutally honest cover letter.

Then, there are the occasions when your future boss might appreciate honesty — in its purest form.

Former Livestream CEO Jesse Hertzberg, by his own admission, is one of those people, which might be why he called this example " the best cover letter " (which he received while he was with Squarespace):

Brutally honest cover letter example

As Hertzberg says in the blog post elaborating on this excerpt — it’s not appropriate for every job or company.

But if you happen to be sure that the corporate culture of this prospective employer gets a kick out of a complete lack of filter, then there’s a chance that the hiring manager might appreciate your candor.

"Remember that I'm reading these all day long," Hertzberg writes. "You need to quickly convince me I should keep reading. You need to stand out."

The applicant did their research on the company’s culture and executed this cover letter flawlessly. It’s funny and shows off the applicant’s personality all while making it clear why they are a good fit for the role.

Further reading:

  • How to Stand Out and Get Hired at Your Dream Company
  • How to Find Your Dream Job

11. The Pivot Cover Letter

Making a career switch? Your cover letter can be an excellent opportunity for you to explain the reasoning behind your career change and how your transferable skills qualify you for the role.

Cover Letter Example: Creative Pivot Cover Letter

It’s clean but effective.

Since the role she is applying for is more visual, it’s important to both show and tell why you’re a good fit.

This cover letter strikes the perfect balance between creativity and simplicity in design while putting the applicant's career change into context.

The copy is clean, with a creative font choice that isn’t distracting from the content, but still demonstrates the applicant’s knack for design.

12. The Graphic Design Cover Letter

When applying for more creative roles, the design of your cover letter can say just as much as the words on the page. Take the graphic designer letter example below.

sandra barnes cover letter

It’s got so much going for it:

  • Pop of color
  • Clean layout
  • Interesting fonts

Besides the style elements, this example also doesn’t skimp on the key skills recruiters are looking for. Using metrics, the applicant proves their value and why they would be a great fit.

This cover letter thoroughly conveys the applicant’s skills and qualifications using a variety of visual elements and emphasizing their greatest achievements.

Pro tip: If you're applying for a graphic design job, share a link to your graphic design portfolio website , even if it's not an application requirement.

Job Cover Letter Examples

Next up, let’s go over some classic cover letter examples for jobs, especially if you’re applying to internships or only have a few years of experience.

The below cover letters follow the golden rules and don’t deviate too much from the standard — which is ideal if you’re applying to positions in more traditional industries.

13. Consulting Internship Cover Letter Example

consulting cover letter

Many internship applicants are early on in their careers or are still in college. That means they’ve yet to gather enough experience to offer tangible proof of their ability to do the job.

That means that a cover letter is the place where an internship applicant can shine.

This cover letter example highlights the applicant’s skills in a bullet-point format. That makes it easier for an overburdened hiring manager to get the essence of her points, quickly, if they’re only skimming cover letters.

Not only that, but this applicant personalized the letter in every single sentence. She shares information about her prior conversations with some of the company’s employees and mentions the company’s name at every turn.

While she only has one prior consulting job, she deftly mentions the skills she developed in that role and ties them into her desired position at Quantcast Product Group.

This cover letter example does a fantastic job advertising the applicant’s soft skills in a highly scannable format — while still going heavy on the personalization.

Don’t be shy to lightly play with formatting to get your point across and to imbue the letter with your passion for a company.

14. Nonprofit Referral Cover Letter Example

job cover letter examples: nonprofit referral

This cover letter example for a nonprofit job hits the ground running by right away inserting the name of one of the nonprofit’s Superintendents.

That’s an excellent way to get a recruiter’s attention and make you stand out from the slush pile, even if you’re only just out of school, as is the case for this applicant.

If you’ve received an internal recommendation for a position, you’d be wise to open your letter with that information. Don’t worry about it feeling too stilted or strange — remember, hiring managers only skim letters.

Your goal is to make sure they get information about you that they otherwise won’t get from your resume.

With only three full paragraphs, this cover letter example is short, sweet, and to the point. No time is wasted, and it also goes over the critical basics, such as skills and experience.

This nonprofit cover letter includes a recommendation from an internal employee at the target organization, making it more likely to stand out from the slush pile.

I  also love that it doesn’t skimp on the basics, such as skills, enthusiasm, and experience.

15. General Email Inquiry Cover Letter Example

job cover letter examples: general internship inquiry

Even if a job opportunity isn’t available at an organization yet, it doesn’t mean that there won’t be. You can always send a general inquiry cover letter, like the one in this example.

This email cover letter for a political campaign internship is short and sweet, but includes the critical information the campaign coordinator needs to consider the applicant for any new positions that may open up.

The best part about this cover letter is that it can be easily customized from one political campaign employer to the next.

While it does include a level of personalization, it’s brief and can be easily changed to address the specific political candidate.

When sending general inquiries like this one, it’s essential to make the personalization aspect as pain-free as possible for yourself. That may mean including only one sentence or two, knowing that a general inquiry might not be replied to.

This email cover letter example hits all the right notes while keeping it brief and to-the-point. While we don’t recommend choosing this format for a formal cover letter, it works if you’re sending a general inquiry to an employer over email.

It’s also a good example to follow if you’re still in college or have very little experience.

Read more: How to Write a Letter of Interest

16. Post-Phone-Call Cover Letter Example

job cover letter examples: post phone call

If you get a phone call from a potential employer and they invite you to send your resume, pat yourself on the back — that is such a win. In your cover letter, be sure to mention that right away, like this example does.

A hiring manager or an executive at a company likely has a lot of tasks on their plate, which means that they may forget about your call from one week to the next.

That is totally okay, which is why this example starts with a reminder that the applicant and the letter recipient spoke back on January 31st. It also has a few more details about why they started speaking in the first place.

Aside from leveraging the phone call that’s already occurred, this cover letter also does an excellent job explaining why the applicant is an ideal choice for the job.

It goes into detail about skills and previous experience with a high level of enthusiasm, and includes a promise to follow up at the end.

This cover letter example includes two things that will immediately draw my attention: A phone call they’ve already had, and a mutual contact at their organization.

The job and internship search can be grueling; never be afraid to use everything you have at your disposal to improve your standing over other applicants.

Read more: How to Start a Cover Letter

17. Mission-Driven Graduate Cover Letter Example

job cover letter examples: mission driven

This cover letter example from a recent B.A. graduate wowed me from the first sentence.

The applicant right away explains her attained degree and her specific career interests, then dives into the aspects of her experience that make her such a great candidate.

It's so personalized to the employer’s own mission that it’s difficult to stop reading it.

Even if the hiring manager isn’t a science or health professional, they would be able to effectively gauge the applicant’s suitability for the role by the expertise she shows in her cover letter alone.

The applicant explains at length why she’s excited to work for that specific hospital. The organization serves Aboriginal populations, which aligns with her own values and research interests.

In the last paragraph, she summarizes what she knows about the employer in one sentence, then describes how each of her experiences supports the employer’s mission.

That is an exceedingly clever and meaningful way to align yourself with an organization at a deeper level.

If you’re applying to a mission-driven organization, don’t be shy about showing your excitement and expertise. You don’t need a lot of experience to show that your values align with those of your target organization.

This cover letter example is especially good inspiration if you’re making a career change, have only just a few internships under your belt, or are graduating from college.

18. Short Recommendation Cover Letter Example

job cover letter examples: short recommendation

Referral or recommendation cover letters don’t need to be too long, and this is a great example of that. It immediately leverages a mutual connection at the company.

The mutual connection recommended that the applicant contact the hiring manager for a role, which is a piece of information I  always recommend you frontload in your letter.

This specific cover letter comes from an applicant with little experience, making it a good example to follow if you’re switching careers or just out of college.

Instead of talking about their experience, the applicant uses anecdotal evidence to convey their enthusiasm for working at that company.

The writer also goes over their most salient skills, such as being able to speak multiple languages. They also explain how their degree directly applies to the target role.

I  love that the candidate highlights their leadership abilities and makes that an effective selling point for being hired.

This cover letter doesn’t go on for too long, which we love. It’s simple and sweet and provides all the information the hiring manager needs to look more closely at the applicant’s resume and make an interviewing decision.

19. Professor or Research Position Cover Letter Example

job cover letter examples: professor or research

Academic or research position cover letters might require a little more information than the typical cover letter — and this is one such example. Why is it okay to go a little longer?

Because the letter is not only a way to supplement the PhD candidate’s academic CV, but to provide a writing sample for the search committee.

I love this cover letter because it expresses the candidate’s enthusiasm for teaching and explains her instructional ethos, such as providing out-of-the-classroom opportunities, championing communication, and encouraging students to step out of their comfort zone.

The applicant also suggests courses she may be able to teach at the target institution, and expresses her interest in developing new courses as needed.

She also suggests how she can enhance the college’s extracurricular programming by offering study abroad courses, which shows not just an interest in teaching but adding to the school’s overall culture.

While this letter goes for a little longer than recommended, it serves as a fantastic writing sample and explains the applicant’s research background at length.

If you’re applying to academic or research roles, don’t be afraid to go into detail about what most excites you in terms of research interests.

20. Director Cover Letter Example

job cover letter examples: director

This cover letter example — for a Director of Catering position at a university — doesn’t waste any time.

The applicant right away says that they’re a strong candidate for the role, then jumps right into three salient qualifications that make him a great fit.

I love how the applicant uses bullet points and bold text to guide an overburdened hiring manager through the cover letter — and to give them permission to scan it, if needed.

If the hiring manager would like more information or actual examples of the skills, they merely need to read the rest of the bullet point paragraph.

As mentioned, light formatting can be beneficial to your cover letter, as it draws the recruiter’s eyes and prevents them from having to fish for the information they’re looking for.

This short, sweet cover letter includes the critical information a hiring manager or high-level executive needs to make an interview decision.

I  love the use of formatting that doesn’t stray too much from regular cover letter conventions, and I  like that the applicant kept all other paragraphs extremely brief.

21. Editorial Cover Letter Example

job cover letter examples: editorial

Applying for an editorial or journalistic position? Like a cover letter example I  shared earlier, you can take a more storytelling approach to capture the hiring manager’s attention.

This cover letter example does that effectively by telling an anecdote that directly mentions the newspaper where they’d like to work.

This immediately draws the reader in and tells them that this application isn’t random at all; the applicant would like to work at the newspaper because they’ve read it every morning.

Not only that, but they have a favorite reporter on the newspaper’s staff. The applicant then jumps into the specific reason they want to take an editorial position at the Baltimore Sun.

The cover letter includes all pertinent information, such as how previous positions have equipped the applicant to take on this job. It closes with enthusiasm after keeping the reader rapt every step of the way.

The applicant uses storytelling to — you guessed it — apply for a position that needs storytelling skills. If you’re applying for a data-driven position or a graphic design position, why not showcase those skills in the cover letter itself?

I  like that this letter doesn’t diverge too much from cover letter conventions while still differentiating itself.

22. Promotion Cover Letter Example

job cover letter examples: promotion

In this cover letter example, the applicant already works for the employer and wishes to apply for the next position to move up in their career.

I  like that the letter cites the applicant’s extensive knowledge of the organization, which will no doubt give them an advantage over external applicants.

Not only that, but the applicant also references their experience before they started working at the employer and uses that information to make their candidacy even more desirable.

Lastly, this letter includes a healthy level of enthusiasm for the university and the position — something that is never extra in a cover letter.

This cover letter example does an excellent job showing the candidate’s knowledge of their current organization while stating why they’re a natural fit for the promotion.

Plus, the letter includes information on the applicant’s relevant activities outside of work — if you’re involved in any organizations that might help you do your job better, be sure to include them.

23. Law Cover Letter Example

job cover letter examples: law

This law cover letter example jumps right into personalization, a bold move that will serve you well if you’re genuinely interested in a company and want to stand out.

The applicant cites the recipient’s recent article on bond litigation, then ties that into the role they’d like to get at the law firm.

The applicant then goes into his skills and the feedback he’s received from past managers. This is an excellent way to introduce your skills without sounding dry — or even unfounded.

By citing positive feedback you’ve received, you’ll imply that others have praised you for having those skills, and that you’re not only "tooting your own horn."

Pro-Tip: In cover letters, it’s absolutely okay to toot your own horn — that’s what they’re for. But if you can cite others’ remarks, that also helps.)

At just two and a half paragraphs, this letter is exceedingly short but no less effective. It’s an excellent example of how to personalize your letter quickly while still conveying the essentials of a cover letter.

This short cover letter example keeps it brief while still creating high impact. The applicant personalizes the letter immediately, cites external feedback, and conveys enthusiasm.

This letter proves you don’t need to write a novel about an employer to sway the hiring manager into giving you an interview.

Now that I've shown you some excellent examples, let's talk about how you can create the best cover letter for your dream job.

What is a good cover letter?

A cover letter is used to show your interest in the role, passion for the company, and the impact you've had in previous positions. Good cover letters should include a standout opening, relevant skills and qualifications, and a strong finish with a call-to-action — all within one page and unique to each application.

What’s on a cover letter?

Before you start writing your cover letter, let's cover a few basic must-haves you'll want to include. If you’re looking for more detailed instructions, check out this guide to writing a cover letter .

Add a simple, but pleasant greeting to address the recruiter or hiring manager.

Learn more:

  • Dear Sir or Madam Alternatives
  • Cover Letter Greetings

Write a catchy introduction that explains why you’re interested in the role.

  • How to Write an Introduction
  • Tips for Writing a Good Introduction Sentence

Work Experience

This is the heart of your cover letter. It outlines your relevant experience and why you’d be a great fit for the role. You can highlight special skills, experiences, professional achievements, or education to help make your case.

  • How to Write About Your Professional Background
  • Professional Bio Examples
  • LinkedIn Bio Examples

In this paragraph, add a call-to-action by expressing interest in an interview. Offer your contact information and sign off.

  • Email Closing Line Examples
  • Tips for Writing Conclusions

What does a cover letter look like?

Besides showing off your skills and qualifications, cover letters give you the opportunity to present a clear, concise, and compelling writing sample. It shows off your personality and your ability to convey ideas.

That's a lot of information to include on a single page, so it can help to have a clear structure to start with.

Check out our fillable cover letter templates to see how you should organize the content of your cover letter.

HubSpot Cover Letter Template

What makes a great cover letter?

A cover letter is personal, but it also needs to help you reach a goal and help the hiring team understand how you could perform that role with their company. This complexity can make cover letters really tough to write.

Because cover letters are difficult to write, many come off as boring, basic, or confusing for hiring managers to read. But the tips below about the qualities that make a cover letter great can help you take your cover letter from basic to bright.

Start with this quick video, then keep reading for more tips:

Personalized Introduction

Begin with an introduction that's personal. It should capture the reader's attention and address your recipient by name. Then, add a compelling opening sentence that emphasizes your interest in the specific role.

Helpful Cover Letter Introduction:

"Dear [Hiring Manager's Name],

In an increasingly digitized world, where customer-centric strategies are vital for business success, I am thrilled to apply for the [Job Title] position at HubSpot."

Unhelpful Cover Letter Introduction:

"To Whom it May Concern,

I am applying for the [Job Title] position at HubSpot. I have some experience in marketing and can help your clients grow their businesses."

Relevant Professional Experience

It can be tempting to use the same cover letter for every job. After all, it's about your experience, isn't it? But it's not enough to rephrase the work history in your resume.

Recruiters and hiring managers are looking to fill a specific role, so you need to show how your experience translates to their unique needs.

So, the body of a great cover letter should showcase the specific professional experiences that are relevant to the job you're applying for. Emphasize your accomplishments and skills that directly relate to what the job needs.

To speed up this part of the cover letter writing process, start by creating a list of your transferable skills . Drafting this list can help you quickly focus on the skills to highlight in your cover letter.

Then, use AI tools to summarize job descriptions and narrow in on where your experience and the needs of the role you're applying for overlap. This post is full of useful AI assistant tools if you're new to AI.

Helpful Cover Letter Experience:

"At [Company Name], I had the opportunity to assist a global ecommerce retailer in enhancing their online customer experience. By conducting in-depth market research and customer journey mapping, I identified pain points and areas of improvement in their website navigation and user interface."

Unhelpful Cover Letter Experience:

"I also worked with an ecommerce retailer to improve the customer experience. We did some surveys and training, and they were happy with the results."

Useful Examples

To make your cover letter stand out, add specific examples that show how you've solved problems or gotten results in past roles.

Quantify your accomplishments whenever possible, using data to give the reader a clear understanding of your impact.

Helpful Cover Letter Example:

"I lead a team of five content writers while increasing website traffic by 18% year-over-year."

Unhelpful Cover Letter Example:

"I have a great track record of leadership and achieving fantastic results."

Research and Company Knowledge

Hiring teams aren't hiring anyone with the skills to do the job. They're hiring a person they'll work alongside at their specific company.

So, to show that you're not just looking for any job anywhere, share your knowledge of the company's industry, values, and culture in your cover letter.

Spend some time on the company website and take notes on what makes this business interesting to you and why you would want to work there.

Then, explain how your skills align with the company's mission and goals and explain how you could add to their chances of success. This will showcase your interest in the company and help them see if you are a good cultural fit.

Helpful Cover Letter Research:

"I was particularly drawn to HubSpot not only for its industry-leading solutions but also for its exceptional company culture. HubSpot's commitment to employee development and fostering a collaborative environment is evident in its recognition as a top workplace consistently. I strongly believe that my passion for continuous learning, self-motivation, and dedication to contributing to a team will make me a valuable asset to HubSpot."

Unhelpful Cover Letter Research:

"I have been inspired by HubSpot's commitment to inbound marketing and its comprehensive suite of solutions. HubSpot's dedication to providing valuable content and fostering meaningful relationships aligns with my own values and aspirations."

Clear Writing

Your cover letter needs to pack in a lot of important information. But it's also important that your cover letter is clear and concise.

To accomplish this, use professional but easy-to-understand language. Be sure to remove any grammar or spelling errors and avoid lengthy paragraphs and avoid jargon or overly technical language.

You may also want to use bullet points to make your letter easier to skim. Then, proofread your cover letter for clarity or ask a friend to proofread it for you.

  • Guide to Becoming a Better Writer
  • Tips for Simplifying Your Writing

Helpful Cover Letter Writing:

"In addition to my academic accomplishments, I gained valuable practical experience through internships at respected law firms.

Working alongside experienced attorneys, I assisted in providing legal support to clients. This hands-on experience helped me develop a deep understanding of client needs and enhanced my ability to effectively communicate complex legal concepts in a straightforward manner."

Unhelpful Cover Letter Writing:

"Furthermore, as a complement to my academic accomplishments, I have garnered invaluable practical experience through internships at esteemed law firms.

Throughout these placements, I actively collaborated with seasoned attorneys to conduct due diligence and furnish clients with comprehensive legal support. Notably, these experiences fostered a profound comprehension of client necessities, whilst honing my legal acumen to articulately convey intricate legal principles within a lucid and concise framework, adhering to applicable precedents and statutes of limitations."

Genuine Interest and Enthusiasm

Find ways to convey your passion for the role and how excited you are to contribute to the company you're applying to. At the same time, make sure your interest feels authentic and outline how it aligns with your career goals.

Your ultimate goal is an enthusiastic letter that feels honest and leaves a lasting positive impression.

Showing excitement in writing doesn't come naturally for everyone. A few tips that can help you boost the genuine enthusiasm in your letter:

  • Record audio of yourself speaking about the role, then use voice-to-text technology to transcribe and add these sections to your letter.
  • Choose your words carefully .
  • Write in active voice.

Helpful Cover Letter Tone:

"I am genuinely enthusiastic about the prospect of joining [Company/Organization Name] as an accountant. My combination of technical proficiency, eagerness to learn, and strong attention to detail make me an ideal candidate for this role. I am confident that my dedication, reliability, and passion for accounting will contribute to the continued success of your organization."

Unhelpful Cover Letter Tone:

"Honestly, I can hardly contain my excitement when it comes to reconciliations, financial statement analysis, and tax regulations! Engaging in spirited discussions with professors and classmates has allowed me to foster an unbreakable bond with the fascinating world of accounting, and I'm positively bursting with enthusiasm at the prospect of applying my skills in a professional setting."

Memorable Conclusion

End your cover letter on a strong note. Summarize your top qualifications, restate your interest in the position, and express your interest in future communication.

Then, thank your reader for their time and consideration and include your contact information for easy follow-up.

To make your conclusion memorable, think about what parts of your letter you'd most like the hiring manager to keep top of mind. Then, consider your word choice and phrasing. If you're feeling stuck, this list of ways to close an email can help.

Helpful Cover Letter Conclusion:

"Thank you for considering my application. I am excited about the opportunity to further discuss how my qualifications align with the needs of Greenpeace. Please feel free to contact me at your convenience to arrange an interview.

Together, let's make a lasting impact on our planet.

[Your Name]"

Unhelpful Cover Letter Conclusion:

"Thank you for considering my application. I look forward to the possibility of discussing my qualifications further and how I can contribute to Greenpeace's mission. Please feel free to contact me at your convenience to arrange an interview.

I’d like to add another stage to the job search: experimentation.

In today’s competitive landscape, it’s so easy to feel defeated, less-than-good-enough, or like giving up your job search.

But don’t let the process become so monotonous. Have fun discovering the qualitative data I’ve discussed here — then, have even more by getting creative with your cover letter composition.

I certainly can’t guarantee that every prospective employer will respond positively — or at all — to even the most unique, compelling cover letter. But the one that’s right for you will.

So, get inspired by these examples and templates. Write an incredible cover letter that shows the hiring team at your dream job exactly who you are.

Editor's note: This post was originally published in October 2020 and has been updated for comprehensiveness. This article was written by a human, but our team uses AI in our editorial process. Check out our full disclosure to learn more about how we use AI.

Professional Cover Letter Templates

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Module 6: Reports

Front sections of a report, learning outcomes.

  • Describe various sections that may be used in the front of a report

In formal reports, you may encounter introductory sections before the actual report itself. These “front sections” are important for establishing context and structure of the report for the reader. In some reports, such as sales situations or proposals, the entire report becomes part of a contract. These front sections aid in that function.

Front sections may include the following:

  • Transmittal letter
  • Cover page and Title Page

Table of Contents

Executive summary.

You will (or will not) use these sections based on the context of your report, the information your audience needs, and your company’s policies.

Transmittal Letter

A transmittal letter is sent to the company or business leader who requested the report. This letter may be sent separately from the report. This letter can be printed (especially in situations where the report itself is a paper copy), or it can be sent as an email.

This letter describes the need for the report and the date of report completion. The letter includes the background of the project, a reference to the problem analysis , and outlines the procedure used to determine the recommendations presented. It is most frequently used with reports created by one company and submitted to another, such as those associated with a sales situation. This letter can be used in both informational and analytical reports.

This letter should be formatted as a standard business letter. It is frequently signed by an officer of the sending company to emphasize the formality of the document and potentially establish legal formality. Pay careful attention to company policy and legal advice. It’s also important to note that some companies prefer this same information in another format within the report.

Here is a sample transmittal letter, that can be adjusted to the situation.

June 25, 2015

Dr. David McMurrey, Chairman Energy Experts of Austin 2000 W 29th Street Austin, TX 78705

Dear Dr. McMurrey:

Attached is the report you requested, entitled  Energy-Efficient Guide: Employing Energy-Efficient Building Strategies in a Residential Home .

This report is an analysis of a recent study conducted in Ann Arbor, Michigan, on the effectiveness of employing energy-efficient building strategies to minimize energy consumption and costs in a residential home. Using software technologies, the home was modeled to create two scenarios: an energy-efficient home and a standard home. This report details how the study found the energy-efficient home to be both cost efficient and effective at decreasing energy consumption. Such advances might prove to be the catalyst that the housing market needs to spur builders into a new era of home construction.

Thorson James, our solar engineer, carefully double-checked all the technical details in the report. Cherie Sorenson, our technical editor, was of great help in putting the final report together.

I hope this report meets your needs, generates future studies, and educates the public about the environmentally friendly options available in home building today. If you have any further questions, please feel free to contact me at [email protected].

Sincerely yours,

Gwen L Miller, Vice-President Environmental Building Associates, Inc.

Encl. Energy-Efficient Guide: Employing Energy-Efficient Building Strategies in a Residential Home

Cover Page and or Title Page

Almost all formal reports have a Cover or Title Page, perhaps both. These two pages are used in nearly identical ways, yet some report types or organizations require both with a slight modification to the page’s purpose.

A cover page is a very simple, precise, brief way to introduce your report to the reader. This should contain:

  • A specific title in large font
  • Company name
  • Name of the author(s)
  • Date of the report
  • Relevant picture

The use of a relevant picture or two can help reinforce the subject of the report. One goal of the cover page is to be informative and scalable because once it is filed, it will need to be easy to pick out of a stack of other reports. A second goal is to make the report stand out. If the report cover looks bleak and dull, the reader will start reading with a negative outlook. Think of the cover page of a report like the outfit you would wear to an interview. The cover page is the first thing that is seen: it will be the foundation for first impressions, for better or worse.

One easy way to make the report stand out is to use a theme for the report that your audience can connect to. For example, if a report is written to McDonald’s, the cover page will use yellows and reds, perhaps with the golden arches as a picture. With a carefully chosen color scheme and images, you can help the reader believe that he or she is the most important aspect of the report. As always, when you include graphics of any kind in a document you are sending out, be sure they don’t dramatically increase the file size, which can make the document hard to download, and that they transmit easily among devices and platforms.

The title page is an opportunity to provide more specific, detailed information about the document and its authors to its intended audience. It will be very similar to your front cover  and it repeats the information on the cover, but adds more important details.  This may include a report number, date, title, the names and addresses of authors, specific contract information, the name and address of the supervisor, and the name and address of the organization that supported the report.

Title pages may be formally laid out according to MLA or APA formatting. However, most business and non-research institutions are relatively relaxed on the format. If you are creating a sales document that may become part of a contract, your company (or your potential customer) will list their particular requirements for the title page. With the power of word processing software, companies have started to use images on these pages as well as on covers. The best advice is usually to keep it simple and professional. These pages may be used with either informational or analytical reports.

Take a look at these examples:

a sample cover page on the left and title page on the right. The cover page is green with the image of a energy efficient lightbulb with the text below "Energy-efficient guide Employing energy- efficient building strategies in residential home." The title page on the left is a white page with the text "Energy-efficient guide Employing energy- efficient building strategies in residential home." and lists the contact information of the company who created the guide.

Figure 1. Sample Cover and Title Pages for Energy-Efficient Guide: Employing Energy-Efficient Building Strategies in a Residential Home

Table of Contents, Tables of Exhibits, Tables of Illustrations

Formal reports are frequently lengthy and contain a Table of Contents to assist readers. There may also be tables of exhibits or illustrations if needed. The use of these sections in larger reports allows readers to quickly access the area of their interest: these sections list important headings or figures in the report alongside their corresponding pages. These sections may be used with either Informational or Analytical reports.

Typically this is one of the last sections of the document to be created, since it relies on the body of the report to be generated. This may be used in either informational or analytical reports.

An example table of contents. There are four levels of headings include, each level has an increasing indent from the last.

Figure 2. Example table of contents. Click to access a PDF of this example.

You’re familiar with tables of contents (TOC) but may never have stopped to look at their design. The TOC shows readers what topics are covered in the report, how those topics are discussed (the subtopics), and on which page numbers those sections and subsections start.

In creating a TOC, you have a number of design decisions:

  • Levels of headings to include. In longer reports, consider only including the top two levels of headings. This keeps the TOC from becoming long and unwieldy. The TOC should provide an at-a-glance way of finding information in the report quickly.
  • Indentation, spacing, and capitalization. Notice in Figure 2 that items in each of the three levels of headings are aligned with each other and page numbers are right-aligned with each other. Notice also the capitalization: Main chapters or sections are all caps; first-level headings use initial caps on each main word; lower-level sections use initial caps on the first word only.
  • Vertical spacing. Notice that the first-level sections have extra space above and below, which increases readability.

One final note: Make sure the words in the TOC are the same as they are in the text. As you write and revise, you might change some of the headings—don’t forget to change the TOC accordingly.

If you have used specially formatted headings when creating the body of the document, then these tables can be quickly generated by the word processing software. For example, if you use Microsoft Word’s styles for headings, the reference toolbar will offer a choice of formats and generate the TOC automatically.

Tables of Exhibits or Illustrations

There may be a few different situations in which you should use additional tables of exhibits or illustrations; for example, these tables may be useful to include if your figures or tables are referred to repeatedly throughout your text. Additionally, as a rule of thumb, you should include a table of exhibits when your report is approximately 15 pages or more. This also allows your readers to flip between exhibits more easily in order to compare them.

An executive summary is just as the name says: it summarizes all the materials that follow in the report. This section is different from an introduction as it summarizes the entire report, rather than simply introducing it or laying out the structure for the reader. A good way to approach the executive summary is to write it as if the executive or decision maker will only read this section, even though that’s unlikely to be the case. This section is found in longer reports and is less likely to be found in a shorter report. It can also be used in both informational and analytical reports.

Executive summaries should be written after the entire report is completed. This allows the summary to be both comprehensive and well structured. Remember, the investigation and details of the report must be complete and validated before the summary can be written.

This section is offered in paragraph format, with a paragraph summarizing each section in the report; thus, the executive summary is presented in the same order as the report. The executive summary rarely includes images or graphics; however, a table might be offered at the end of this section if the recommendation or options can be easily summarized into a table. In sales or recommendation situations, the executive summary takes on greater importance. It must clearly demonstrate that the analyses in the report are comprehensive and thorough, and it must clearly lead the reader to the author’s desired conclusion.

Most importantly, all this must be done with brevity. Most executive summaries are at most two to three pages, but length varies in proportion to the complexity and length of the report.

What About Abstracts?

An abstract is very similar to an executive summary, although it is far more likely to be found in an informational report than an analytical report. An abstract may help readers determine if the remainder of the document is relevant to their needs. Abstracts tend to be one page or less. Additionally, abstracts are typically used in more scholarly writing, such as business research projects.  Samples and and advice on abstracts may be found at Purdue OWL.

Practice Question


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20 Professional Report Cover Page Examples & Templates [100% Customizable]

By Michelle Martin , Aug 11, 2023

business report cover letter

The combination of reports and business resembles the harmonious pairing of peanut butter and jelly, yet the process of crafting reports is often more intricate than assembling the yummy sandwich.

Fret not! Behold these 20 report cover page templates, seamlessly blending professionalism with style. These templates are guaranteed to bestow a flawless final flourish upon your most recent statistical masterpiece.

The cherry on top? Every single one of them is both cost-free and effortlessly adaptable, allowing you to personalize them to your liking in under a minute.

Looking for even more convenience? The Venngage report maker , along with an array of versatile report templates , stands ready to provide you with exceptional assistance in your endeavor.

Click to jump ahead:

What’s the purpose of a report cover page, 20 free report cover page templates, how to make a report cover page, report cover page faqs.

You didn’t spend umpteen hours researching, writing, editing, proofing and perfecting your  business report  just for nobody to read it, right? Your report cover page, also known as your title page, matters because it’s the first thing people see. Your report cover page is a first impression.

From it, people make snap judgments like:

  • What is this about?
  • Do I need to read this?
  • Is this going to be worth my time?

Several things subconsciously make up those judgments, including:

  • Your title, and how intriguing it is (or isn’t).
  • The cover page’s design.

Because it’s your first page, seeing a polished and professional report cover page / title page subconsciously makes people assume your report is equally as high quality, too. And that makes them more likely to actually read it and have a positive opinion of it afterwards.

All ready to impress? Let’s take a look at 20 report cover page templates that’ll help you nail those first impressions and  create an amazing report !

Return to Table of Contents

  • Classic report cover page templates

Work for a large company or presenting to a conservative audience? Play it safe with this classic professional report cover page template.

Non Profit Annual Report

For most reports, a simple cover page is all you need. Swap out the tea mug for your own logo, or another illustration that better fits your company from our collection of  over 20,000 icons .

Web Analytics Report

This report cover page template also features a large photo, but with a more refined design that’s perfect for corporations,  consulting firms  and institutions.

business report cover letter

An academic vibe emanates from this report cover page template, so it’s perfect for technical reports or institutions.

Simple Healthcare Annual Report

I love that this report cover features key insights on the cover to hook your potential reader right away. This would be perfect for a  white paper  or study, or even to highlight the best data from your sales or  annual report .

Blue Tech McKinsey Consulting Report Template

This template also features a large cover photo, but keeps the rest of the  report design  minimal with only a title and company name. Because of the huge photo space, it’s perfect for showing off physical projects, like real estate developments.

Project Status Report Template

This report cover page template is ideal for any type of report, although it’s particularly suited to making your  financial reports  shine.

Payroll Report Template

  • Bold report cover page templates

The bright color and chunky border set this report cover page template / title page apart from the rest. Go big and get your report noticed.

Corporate Annual Report Template

Show off your work or team with this professional, but splashy, report cover template.

Transportation Agency Annual Report Template

Perfect for promoting your brand colors, this bold template is sure to get your reader’s attention.

Simple Annual Report Template

This colorful cover page template packs a punch while being super quick to customize. Change the text to your report title and you’re done. You could leave the colored bars as is, or change them to match your brand colors.

Retro Year End Annual Report Template

An eye-catching report cover with the most minimal approach possible: Only a title. Unlike the others featured here, this one doesn’t include a company name, date, or any other text fields. You can stay with the minimal approach, or add more text fields easily in the  Venngage editor .

Annual Finance Report

This report cover template brings boldness not only with bright colors and shapes, but also being in landscape format. Ooh, rebellious.

Color Block Sales Call Report Template

Simple yet elegant, this report cover puts your products or  project  front and center with a modern flair sure to get attention.

Teal Competitor Analysis Consulting Report Template

  • Creative report cover page templates

Punch it up a notch with this colorful cover page. It’s perfect for  marketing presentations  or any report geared toward design-minded folks.

business report cover letter

This fun cover page template reminds me of an old-school composition notebook. Changing the colors to black and white would emphasize that effect — sure to be a hit with the elder Millennials on your team. 😉

Vibrant Business Marketing Quarterly Report Template

While it may not be suitable for a boardroom of C-suite executives, this report cover’s illustrative style will certainly turn heads. Reimagine this scene with entirely new elements from our library of  over 40,000 icons and illustrations , or simply replace a few individual items to better suit  your HR reporting  needs.

Illustrative Company Employee Handbook Template

If the above template is too casual for your audience, try this title page. It has a more classic layout while still utilizing creative illustration elements.

Annual Report Cover Template

Customizing this illustrated report cover is quick and easy: Replace the icons inside the silhouette with graphics or text that represents your industry or the subject matter of your report.

business report cover letter

Featuring a modern, minimal border and cute, yet still professional, illustrations, this report cover page template is perfect for study results and insightful reports.

Statistical Report Template

  • Choose a template

Pick any of the report cover page templates featured in this article, or browse our  full collection of report templates . I’ve shown you the cover pages here, but every template also comes with a full set of inner pages to make your entire report shine.

I’m using  this report cover template  for this example.

Click  Create  on the template you want to use.

report cover page

  • Add your branding

Clicking  Create  on a template opens the editor tool where you can easily swap out colors, fonts, images, edit text and more.

To swap a color, click on the element you want to change, then click the  color icon  in the top bar and choose a new one. You can use the eyedropper to pick another color from your template, or enter a HEX or RGB color code. You can also adjust the opacity.

Need some inspiration? Check out these top  color palette generators .

report cover page

To edit text, click on the text box you want to change. Double-clicking automatically selects the text. Start typing to overwrite it, or select just the section you want to change.

With the text box selected, change the font, color, size or other styles using the formatting bar at the top.

You can also upload your own font file to ensure your report cover perfectly matches the rest of your report, and brand.

report cover page

  • Swap out images

To edit an image, click on it and choose  Replace .

report cover page

You can upload your own image, or search and choose from over 3 million  royalty-free stock images  from Pexels and Pixabay, conveniently accessible right inside the editor.

You may run into what I have with this report cover page template: I changed the photo, but it’s still got the blue overlay on it. Not to worry, here’s how to change that.

Open the left side menu and click  Background . You can choose a new background color based on other colors used in your document — an easy way to keep designs on-brand — or, specify your own color. You can even add a gradient background with one click, or add a pattern on top of your background color.

The possibilities are endless for customizing your visual elements.

Once you change the background color, your photo may be too dark or too light to show up properly. To adjust this, click on the photo, then  Opacity  at the top. Play around with it until it looks just right.

report cover page

  • Optional: Create the rest of your report

Each of our report cover templates come with matching content page templates. To use them, click on the  Page Manager  on the right side.

report cover page

Click on any page to edit it and add in your report content. Click the  plus icon  to add a new blank page, or the  double-rectangle icon  to duplicate an existing page.

No time for that level of detail, or already have a completed report and only need a cover? No problem — just  export the first page  as your new cover and attach it to your existing PDF with  Adobe Acrobat ,  Preview  for Mac, or with an online tool like  MergePDF .

  • Wow your boss/team/mom

Whoever’s gonna be reading your report will be heckin’ impressed by your top notch style, friend. Nicely done.

What should be on a report cover page?

There is only one “must-have” thing on your report cover: your report title.

But, most people also include:

  • Your company name
  • Company website URL
  • Contact information, like email or phone number (usually only if giving a presentation)
  • An identifier of what type of report it is (e.g. “ Annual Report ,” “Q4 Earnings Report,” “ Progress Update ,” etc)

Ultimately, what you include is up to you and the requirements of your report. You can easily add new text fields or images — or edit existing ones — to any of our  report cover page templates  to suit your needs.

Does my report cover page need to match the rest of my report?

Well… it’d be nice if it did. But no, it’s not required.

For example, your report may be in a spreadsheet format, or listing out balance sheets and financial statements. Most of these types of reports are automatically generated from software. Trying to brand them by copy and pasting that content into a nice looking template probably isn’t worth your time.

Plus, the people reviewing those reports are likely expecting the familiar format they’re used to and may be put off by a big change.

But your report cover page and actual report don’t need to be identical to “match.”

As long as the font in your report isn’t size 36 Comic Sans, attaching a nicely designed cover page will make any report appear more professional and put together. (If your report  is  in Comic Sans, sorry, nothing can redeem it.)

Make a report cover page in 60 seconds or less

A professional, well-designed report cover page communicates the value of your report right away. It immediately gives your reader the impression of importance and competence, which is probably what you want your boss to think about you.

Plus, a great title page makes it much more likely your report will actually be read.

To recap, here’s how to make your own report cover page in less than 60 seconds:

  • Step 1:  Sign up for a free  Venngage account .
  • Step 2:  Choose a report cover page template.
  • Step 3:  Add your branding, colors, fonts, and edit the text.
  • Step 4 (Optional):  Create the rest of your report with matching report page templates.
  • Step 5:  Save, share, print or export your cover and attach it to your existing report.

It’s really that quick to make a professional report cover page using a Venngage report cover page template. Gather your brand elements and report title and go forth and rock that report!

Letter Templates

Creating an Eye-Catching Business Report Cover Letter Template: Tips and Tricks

Creating an Eye-Catching Business Report Cover Letter Template: Tips and Tricks

In the world of business, presenting yourself and your work in a professional manner is crucial for success. And when it comes to creating a business report cover letter, you want to ensure that your first impression is the best it can be. Luckily, there are plenty of templates available that can help you achieve that. With a simple online search, you can find numerous business report cover letter templates that you can customize to suit your needs. This means you don’t need to spend hours creating a cover letter from scratch. All you have to do is find the template that speaks to you, fill in your details, and voila – you have a professional-looking cover letter that showcases your work. Whether you’re a seasoned professional or just starting out, having a business report cover letter template in your arsenal can make all the difference in your success.

The Best Structure for a Business Report Cover Letter Template

If you’re in the business world, then you’ve likely written a business report at some point. And if you’ve written a business report, then you know that it needs to be accompanied by a cover letter. But what exactly should that cover letter include?

First things first, your cover letter should include a clear and concise introduction. This introduction should state your purpose for writing the report and give a brief overview of what you’ll be discussing in the report itself.

Next, you’ll want to provide some context for your report. This could include background information about the topic you’re discussing, relevant industry trends, or any other information that will help your reader understand the significance of your report.

Once you’ve set the stage, it’s time to dive into the meat of your report. This section should include a detailed discussion of your findings, conclusions, and recommendations. Be sure to include any supporting data or evidence that you’ve gathered to back up your claims.

Finally, you’ll want to wrap things up with a strong conclusion. This section should summarize your findings, restate your recommendations, and leave the reader with a clear understanding of why your report is important.

When writing your business report cover letter, there are a few key things to keep in mind. First, your cover letter should be concise and to the point. Second, it should be easy to read and well-organized, with clear section headings and plenty of white space. And finally, it should be professional in tone, without any unnecessary fluff or jargon.

By following these guidelines, you’ll be well on your way to crafting a cover letter that will make your business report stand out from the crowd.

Business Report Cover Letter Templates

Template 1: request for funding.

Dear [Recipient’s Name],

I am writing to request funding for [Project/Program Name]. Our team has been working tirelessly to develop and implement this initiative, and we believe it has the potential to make a meaningful impact in [Industry/Community]. However, we require additional funds to ensure its success.

Our proposal outlines the goals, objectives, and budget of the project/program, as well as the anticipated outcomes and benefits. We are confident that [Company/Organization Name] would be a valuable partner in bringing this vision to life. With your support, we can achieve our shared goal of [Goal/Outcome].

Thank you for considering our request. We look forward to discussing this opportunity further with you.

Sincerely, [Your Name]

Template 2: Request for Proposal

I am writing to invite [Company/Organization Name] to submit a proposal for [Project/Contract Name]. We are seeking a qualified partner to assist us in [Scope of Work], and we believe that [Your Company/Organization Name] has the expertise, resources, and experience to meet our needs.

Our project/contract requirements are outlined in the enclosed request for proposal (RFP). We invite your team to review the RFP carefully and submit a competitive proposal by the specified deadline. We will evaluate all proposals based on a set of predetermined criteria, and we will notify all respondents of the outcome.

Thank you for your interest in this opportunity. We look forward to receiving your proposal and working with you on this project/contract.

Template 3: Request for Information

I am writing to request information regarding [Topic/Subject]. Our organization is seeking to [Purpose/Goal], and we believe that [Your Company/Organization Name] may be able to provide us with the knowledge and insights we need.

The information we require includes [Specific Information]. We appreciate any guidance, advice, or resources you can offer on this topic. We are also interested in any potential opportunities for collaboration or partnership.

Thank you for your time and consideration. We look forward to hearing from you soon and learning more about your expertise and experience.

Template 4: Request for Feedback

I am writing to request feedback on [Product/Service/Event Name]. Our organization is committed to continuous improvement and customer satisfaction, and we value your opinion as a [Customer/Partner/Stakeholder].

Your feedback will help us identify areas for improvement, address any issues or concerns, and enhance our overall performance. We would be grateful if you could take a few minutes to complete the attached survey/form and provide us with your honest and constructive feedback.

Thank you for your time and effort. We appreciate your support and look forward to applying your insights to our future initiatives.

Template 5: Recommendation for Partnership

I am writing to recommend [Company/Organization Name] as a potential partner for [Project/Program Name]. Our team has worked with [Your Company/Organization Name] on several successful initiatives, and we believe that [Company/Organization Name] can bring valuable expertise, resources, and perspective to this project/program.

[Company/Organization Name] has a proven track record of [Key Strengths/Specializations], and they are committed to [Goal/Objective]. Their team is professional, dedicated, and collaborative, and we are confident that they would be an asset to our partnership.

Thank you for your consideration. We believe that [Company/Organization Name] has the potential to contribute significantly to this project/program, and we would be happy to provide any further information or support as needed.

Template 6: Recommendation for Promotion

I am writing to recommend [Employee/Colleague Name] for promotion to [Position/Title]. In the [Time Frame] that I have had the pleasure of working with [Him/Her], [He/She] has demonstrated exceptional [Skills/Qualities], and [He/She] has consistently exceeded expectations.

[Employee/Colleague Name] has shown strong leadership, initiative, and teamwork, and [He/She] has contributed significantly to [Project/Initiative Name]. [He/She] has also received positive feedback from peers, clients, and other stakeholders, who have praised [His/Her] [Specific Accomplishments/Contributions]. We believe that [He/She] is ready for the next challenge and can bring value to [New Role/Responsibilities].

Thank you for your consideration. We are confident that [Employee/Colleague Name] would be an asset to [Company/Organization Name] in this role and would be happy to provide any further information or support as needed.

Template 7: Recommendation for Recognition

I am writing to recommend [Employee/Colleague Name] for recognition for [Achievement/Contribution]. [He/She] has demonstrated exceptional [Skills/Qualities] and has made a significant impact on [Project/Initiative Name].

[Employee/Colleague Name]’s [Specific Accomplishments/Contributions] have [Benefit/Impact], and [His/Her] commitment, dedication, and hard work have enabled us to achieve our goals. [He/She] has also served as a role model and mentor to [Team/Coworkers], who have been inspired by [His/Her] leadership and professionalism.

Thank you for your consideration. We believe that [Employee/Colleague Name] deserves recognition for [Achievement/Contribution], and we are grateful for [His/Her] service to [Company/Organization Name]. We would be happy to provide any further information or support as needed.

Tips for Crafting a Winning Business Report Cover Letter Template

Effective marketing and business development both rely on the ability to convey your ideas and persuasively argue your case. Writing a good report cover letter is a critical step in this process, as it will set the tone for your entire presentation. Here are some tips to help you create a winning business report cover letter:

Be clear and concise – use plain language to make your points quickly and effectively. Avoid jargon, acronyms, or overly technical terms that may confuse the reader. Instead, focus on conveying your message in the most direct, simple way possible.

Include a call to action – tell the reader exactly what you want them to do after reading your report. Whether you want them to schedule a meeting, sign a contract, or simply follow up with you, make sure you state this clearly and directly in your cover letter.

Use bullet points – bullet points are an excellent way to break up text and make your points clearer. Use them wisely to highlight key achievements or data points that support your report.

Customize for the audience – understand your audience before crafting your cover letter. What are their needs and concerns? What are their priorities? Tailor your letter to address these points, and you’re more likely to get their attention and respect.

Proofread and edit – finally, make sure your cover letter is free of errors and mistakes. Use tools like Grammarly or Hemmingway to check for grammar and syntax errors, and check spelling and punctuation carefully. Even one small error can undermine your credibility and make your report less effective.

By following these tips, you’ll be well on your way to crafting a winning business report cover letter template. Remember, the goal is to catch the reader’s attention, establish your credibility, and persuade them to take action – so make every word count and put your best foot forward!

Frequently Asked Questions About Business Report Cover Letter Templates What is a business report cover letter?

A business report cover letter is a document that accompanies a business report and provides a brief summary of the report’s content, purpose, and relevance to the intended audience.

Why do I need a cover letter for my business report?

A cover letter can help to introduce your report and grab the reader’s attention. It can also provide context and explain why the report is important and how it relates to the recipient’s needs.

What should I include in my business report cover letter?

Your cover letter should include a brief introduction, a summary of the report’s contents, and an explanation of why the report is relevant to the intended audience. You should also provide any supporting information or context that may be necessary.

How should I format my business report cover letter?

You should use a professional business letter format with a clear and concise writing style. Use headings, bullet points, and other formatting tools to make your letter easy to read and understand.

Can I use a template for my business report cover letter?

Yes, using a template can help to ensure that your cover letter is well-organized, professional, and effective. However, make sure to customize the template to suit your specific needs and audience.

Where can I find a good business report cover letter template?

You can find business report cover letter templates online, on various websites and resources. You can also ask colleagues and peers for recommendations and examples.

How do I ensure that my business report cover letter is effective?

Make sure to tailor your cover letter to the specific needs and interests of your audience. Use a clear and concise writing style, focus on the most important points, and provide supporting evidence and context as needed. Review and edit your letter carefully to ensure that it is error-free and well-formatted.

Thanks for stopping by – come back soon!

Well, there you have it – everything you need to know to create a killer business report cover letter that stands out from the crowd. Whether you’re a seasoned pro or just starting out, this template will help you craft a cohesive and professional introduction that gets results. Thanks for reading, and don’t hesitate to come back and visit us again for more tips and tricks!

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  • Best Cover Letter Template Business: Tips and Examples for Writing an Impressive Cover Letter
  • 10 Best Sample Business Proposal Cover Letter Templates for Your Next Project
  • Fox School of Business Cover Letter Template: Tips and Tricks for Crafting a Winning Cover Letter

How to Write a Business Report: A Step By Step Guide with Examples

business report cover letter

Table of contents

With so much experience under your belt, you already know a lot about business reporting.

So, we don’t want to waste your time pointing out the obvious because we know what you need.

Secrets. Tricks. Best practices.

The answer to how to write a mind-blowing business report that you don’t need to spend hours and days writing.

A business report that will immediately allow you to identify your strengths and weaknesses.

A report that’ll help you learn more about your business and do more accurate forecasting and planning for the future.

We believe we have just that right here.

With this comprehensive guide, you’ll create effective sales, analytical, and informative business reports (and business dashboards ) that will help you improve your strategies, achieve your goals, and grow your business.

So, let’s dive in.

What Is a Business Report?

Importance of creating business reports, types of business reports, what should be included in a business report, how to write a business report: an 11-step guide.

  • Business Report Examples


Although there’s a variety of business reports that differ in many aspects, in short, a business report definition would be the following:

A business report is an informative document that contains important data such as facts, analyses, research findings, and statistics about a business with the goal to make this information accessible to people within a company.

Their main purpose is to facilitate the decision-making process related to the future of the business, as well as to maintain effective communication between people who create the reports and those they report to.

A good business report is concise and well-organized, looks professional, and displays the relevant data you can act on. The point is to reflect upon what you’ve achieved so far (typically, over the past month, quarter or year) and to use the data to create a new strategy or adjust the current one to reach even more business goals.

Business reports should be objective and based on the data. When stating the facts, people rely on numbers rather than giving descriptions. For instance, instead of saying “our conversion rate skyrocketed”, you would display the exact percentages that back up that claim.

Business reporting matters for several reasons, among which the most important ones are:

Recognizing Opportunities to Grow

Detecting issues and solving them quickly, evaluating a potential partner, having a paper trail, keeping things transparent for the stakeholders, setting new company goals.

In fact, over half of the companies that contributed to Databox’s state of business reporting research confirmed that regular monitoring and reporting brought them significant concrete benefits.

If you never look back at what you’ve achieved, you can’t figure out what you’ve done well and what you can leverage in the future for even better results.

When you analyze a specific aspect of your business over a specific time period and present the data you gathered in a report, you can detect an opportunity to grow more easily because you have all the information in one place and organized neatly.

Is it time to introduce new products or services? Is there a way to enhance your marketing strategy? Prepare a report. Can you optimize your finances? Write a financial business report . Whatever decision you need to make, it’s easier when you base it on a report.

Reports are essential for crisis management because they can introduce a sense of calmness into your team. Putting everything on paper makes it easier to encompass all the relevant information and when you know all the facts, you can make a more accurate and effective decision about what to do next.

Writing business reports regularly will also help you identify potential issues or risks and act timely to prevent damage and stop it from escalating. That’s why monthly reporting is better than doing it only once a year.

Having an insight into your finances , operations and other business aspects more regularly allows you to have better control over them and mitigate potential risks more effectively.

Different types of business reports may be accessible to the general public. And if they’re not, specific situations may require a company to send them over to the person requesting them. That may happen if you’re considering a partnership with another company. Before making the final decision, you should learn about their financial health as every partnership poses a certain risk for your finances and/or reputation. Will this decision be profitable?

Having an insight into a company’s business report helps you establish vital business relationships. And it goes the other way around – any potential partner can request that you pull a business report for them to see, so writing business reports can help you prove you’re a suitable business partner.

In business, and especially in large companies, it’s easy to misplace information when it’s communicated verbally. Having a written report about any aspect of your business doesn’t only prevent you from losing important data, but it also helps you keep records so you can return to them at any given moment and use them in the future.

That’s why it’s always good to have a paper trail of anything important you want to share with colleagues, managers, clients, or investors. Nowadays, of course, it doesn’t have to literally be a paper trail, since we keep the data in electronic form.

Writing business reports helps you keep things transparent for the stakeholders, which is the foundation of efficient communication between these two sides.

You typically need to report to different people – sometimes they’re your managers, sometimes they’re a client. But your company’s stakeholders will also require an insight into the performance of your business, and relying on reports will help you maintain favorable business relationships. A business report shows you clearly how your company is performing and there isn’t room for manipulation.

Once you set business goals and the KPIs that help you track your progress towards them, you should remember they’re not set in stone. From time to time, you’ll need to revisit your goals and critical metrics and determine whether they’re still relevant.

When you write a business report and go through it with your team members or managers, you have a chance to do just that and determine if you’re efficient in reaching your goals. Sometimes, new insights will come up while writing these reports and help you identify new objectives that may have emerged.

Depending on your goals and needs, you’ll be writing different types of business reports. Here are five basic types of business reports .

Informational Report

Analytical report, research report, explanatory report, progress report.

Informational reports provide you with strictly objective data without getting into the details, such as explaining why something happened or what the result may be – just pure facts.

An example of this type of business report is a statement where you describe a department within your company: the report contains the list of people working in this department, what their titles are, and what they’re responsible for.

Another example related to a company’s website could look like this Google Analytics website traffic engagement report . As we explained above, this report shows objective data without getting too much into the details, so in this case, just the most important website engagement metrics such as average session duration, bounce rate, sessions, sessions by channel, and so on. Overall, you can use this report to monitor your website traffic, see which keywords are most successful, or how many returning users you have, but without further, in-depth analysis.

Google Analytics Website Engagement Dashboard Template

Analytical reports help you understand the data you’ve collected and plan for the future based on these insights. You can’t make business decisions based on facts only, so analytical reports are crucial for the decision-making process.

This type of business report is commonly used for sales forecasting. For instance, if you write a report where you identify a drop or an increase in sales, you’ll want to find out why it happened. This HubSpot’s sales analytics report is a good example of what metrics should be included in such a report, like average revenue per new client or average time to close the deal. You can find more web analytics dashboard examples here.

HubSpot CRM – Sales Analytics Overview

From these business reports, you can find out if you will reach your goals by implementing your current strategy or if you need to make adjustments.

Research is critical when you’re about to introduce a change to your business. Whether it’s a new strategy or a new partner, you need an extensive report to have an overview of all important details. These reports usually analyze new target markets and competition, and contain a lot of statistical data.

While not the same, here is an example of an ecommerce dashboard that could help track each part of a campaign in detail, no matter whether you are launching a new product, testing a new strategy, and similar. Similar to a research report, it contains key data on your audience (target market), shows your top-selling products, conversion rate and more. If you are an online store owner who is using paid ads, you can rely on this report to monitor key online sales stats in line with Facebook Ads and Google Analytics. See more ecommerce dashboards here.

Shopify + Facebook Ads + Google Analytics (Online Sales overview) Dashboard Template

As you might guess from its name, you write the explanatory report when it’s necessary for you to explain a specific situation or a project you’ve done to your team members. It’s important to write this report in a way that everyone will be able to understand.

Explanatory reports include elements like research results, reasons and goals of the research, facts, methodology, and more. While not exactly an explanatory report, this example of a HubSpot marketing drilldown report is the closest thing to it, as it helps marketers drill into an individual landing page performance, and identify how good their best landing pages are at converting, or which ones have the best performance.

HubSpot Marketing Landing Page Drilldown

A progress report is actually an update for your manager or client – it informs them about where you stand at the moment and how things are going. It’s like a checkpoint on your way towards your goal.

These reports may be the least demanding to write since you don’t need to do comprehensive research before submitting them. You just need to sum up your progress up to the point when the report was requested. This business report may include your current results, the strategy you’re implementing, the obstacles you’ve come across, etc. If this is a marketing progress report you can use marketing report templates to provide a more comprehensive overview.

In many companies, progress reports are done on a weekly or even daily basis. Here is an example of a daily sales report from Databox. HubSpot users can rely on this sales rep drilldown business report to see how individual each sales rep is performing and measure performance against goals. Browse through all our KPI dashboards here.

HubSpot CRM (Sales Rep Drilldown) dashboard template

What does a great business report look like? If you’re not sure what sections your report should have, you’ll learn what to include in the following lines.

Business Report Formatting

Different types of reports require different lengths and structures, so your business report format may depend on what elements your report needs to have. For example, progress reports are typically pretty simple, while analytical or explanatory reports are a different story.

However, most reports will start with a title and a table of contents, so the person reading the report knows what to expect. Then, add a summary and move on to the introduction. After you’ve written the body and the conclusion, don’t forget to include suggestions based on your findings that will help your team create an actionable plan as you move forward.

After that, list the references you used while creating the report, and attach any additional documents or images that can help the person reading the report understand it better.

This outline may vary depending on what kind of report you’re writing. Short business reports may not need a table of contents, and informative reports won’t contain any analyses. Also, less formal reports don’t need to follow a strict structure in every situation.

Business Report Contents

When it comes to the contents of your report, keep in mind the person who’s going to read it and try to balance between including all the relevant information, but not overwhelming the reader with too many details.

  • The introduction to the report should state the reason why you’re writing it, and what its main goal is. Also, mention what methodology and reporting software you’ve used, if applicable.
  • The body of the report is where you’ll expose all your key findings, explain your methodology, share the important data and statistics, and present your results and conclusion.
  • The conclusion , similarly to the summary you’ll add at the beginning of the report, briefly singles out the most important points and findings of the report.

If you decide to include more sections like recommendations, this is where you’ll suggest the next steps your team or the company may want to take to improve the results or take advantage of them if they’re favorable.

PRO TIP: Are You Tracking the Right Metrics for Your SaaS Company?

As a SaaS business leader, there’s no shortage of metrics you could be monitoring, but the real question is, which metrics should you be paying most attention to? To monitor the health of your SaaS business, you want to identify any obstacles to growth and determine which elements of your growth strategy require improvements. To do that, you can track the following key metrics in a convenient dashboard with data from Profitwell:

  • Recurring Revenue. See the portion of your company’s revenue that is expected to grow month-over-month.
  • MRR overview. View the different contributions to and losses from MRR from different kinds of customer engagements.
  • Customer overview . View the total number of clients your company has at any given point in time and the gains and losses from different customer transactions.
  • Growth Overview . Summarize all of the different kinds of customer transactions and their impact on revenue growth.
  • Churn overview. Measure the number and percentage of customers or subscribers you lost during a given time period.

If you want to track these in ProfitWell, you can do it easily by building a plug-and-play dashboard that takes your customer data from ProfitWell and automatically visualizes the right metrics to allow you to monitor your SaaS revenue performance at a glance.


You can easily set it up in just a few clicks – no coding required.

To set up the dashboard, follow these 3 simple steps:

Step 1: Get the template 

Step 2: Connect your Profitwell account with Databox. 

Step 3: Watch your dashboard populate in seconds.

Note : Other than text, make sure you include images, graphs, charts, and tables. These elements will make your report more readable and illustrate your points.

Whether you’re writing a specific type of business report for the first time or you simply want to improve the quality of your reports, make sure you follow this comprehensive guide to writing an effective business report.

  • Do Your Research
  • Create an Outline
  • Determine Formatting Guidelines
  • Think of an Engaging Title
  • Write the Introduction
  • Divide the Body of the Report into Sections
  • Choose Illustrations
  • Conclude Effectively
  • Gather Additional Documentation
  • Add a Summary
  • Proofread Your Work

Step 1: Do Your Research

A well-planned report is a job half done. That means you need to do research before you start writing: you need to know who you’re writing for and how much they know about the topic of your report. You need to explore the best business dashboard software and templates you can use for your report.

Also, if you believe you will need additional resources and documents to add in the appendix, you should do it during this phase of report writing.

Step 2: Create an Outline

Once you’ve gathered the resources, it’s time to plan the report. Before you start writing, create an outline that will help you stick to the right structure. A business report is complex writing in which you can get lost very easily if you don’t have a clear plan.

Moreover, the report shouldn’t be complicated to read, so sticking to a plan will allow you to keep it concise and clear, without straying from the topic.

Step 3: Determine Formatting Guidelines

Most companies have their in-house formatting that every official document has to follow. If you’re not sure if such rules exist in your company, it’s time you checked with your managers.

If there arent’ any guidelines regarding formatting, make sure you set your own rules to make the report look professional. Choose a simple and readable format and make sure it supports all the symbols you may need to use in the report. Set up proper headings, spacing, and all the other elements you may need in Word or Google Docs.

Pro tip: Google Docs may be easier to share with people who are supposed to read your business report.

Step 4: Think of an Engaging Title

Even if you’re writing a formal business report, the title should be clear and engaging. Reports are typically considered dull as they’re a part of official business documentation, but there’s no reason why you can’t make them interesting to read. Your title should suit the report topic and be in different font size so the reader can recognize it’s a title. Underneath the title, you should add the name of the author of the report.

Step 5: Write the Introduction

A good introductory paragraph for a business report should explain to the reader why you’ve written the report. Use the introduction to provide a bit of background on the report’s topic and mention the past results if there’s been a significant improvement since your last report.

Step 6: Divide the Body of the Report into Sections

As this will be the most comprehensive part of your report, make sure you separate the data into logical sections. Your report is supposed to tell a story about your business, and these sections (such as methodology, hypothesis, survey, findings, and more) will help the data look well-organized and easy to read.

Step 7: Choose Illustrations

Of course, each of these sections should be followed with charts, graphs, tables, or other illustrations that help you make a point. Survey results are typically best displayed in pie charts and graphs, and these enable the reader to visualize the data better. From the formatting point of view, breaking the long text sections with illustrations makes the report more readable.

Pro tip: Using centralized dashboard solutions like Databox can bring your reporting game to the next level. Sign up for a forever-free trial now to see how you can use Databox to track and visualize performance easier than ever before .

Step 8: Conclude Effectively

Finish your report with a to-the-point conclusion that will highlight all the main data from the report. Make sure it’s not too long, as it’s supposed to be a summary of the body of the report. In case you don’t want to add a specific section for recommendations, this is where you can include them, along with your assessments.

Step 9: Gather Additional Documentation

If you’ve determined what additional documents, images, surveys, or other attachments you may need for your report, now is the time to collect them. Request access to those you may not be able to get on time, so you have everything you need by the deadline. Copy the documents you can use in the original form, and scan the documents you need in electronic format.

Step 10: Add a Summary

The summary is usually at the top of the report, but it’s actually something you should write after your report is completed. Only then will you know exactly what your most relevant information and findings are, so you can include them in this brief paragraph that summarizes your report’s main points.

The summary should tell the reader about the objective of the report, the methodology used, and even mention some of the key findings and conclusions.

Step 11: Proofread Your Work

It may seem like common sense, but this final step of the process is often overlooked. Proofreading your work is how you make sure your report will look professional because errors can ruin the overall impression the reader will form about your work, no matter how great the report is.

Look for any spelling or grammatical mistakes you can fix, and if you’re not sure about specific expressions or terminology, use Google to double-check it. Make sure your writing is to-the-point and clear, especially if you’re writing for people who may not know the industry so well. Also, double-check the facts and numbers you’ve included in the report before you send it out or start your reporting meeting.

Business Report Examples (with Ready-to-Use Templates)

Here, we’re sharing a few business reporting examples that you can copy, along with ready-to-use and free-to-download templates. If you don’t know where to start and what to include in different types of business reports, these business report examples are a great way to get started or at least get some inspiration to create yours.

Activity Report Example

Annual report example, project status report example, financial report example, sales report example, marketing report example.

Note : Each of the business report templates shared below can be customized to fit your individual needs with our DIY Dashboard Designer . No coding or design skills are necessary.

For reporting on sales activity, HubSpot users can rely this streamlined sales activity report that includes key sales metrics, such as calls, meetings, or emails logged by owner. This way, you can easily track the number of calls, meetings, and emails for each sales rep and identify potential leaks in your sales funnel. Check all our sales team activity dashboards here. Or if you are looking for dashboards that track general sales performance, browse through all Databox sales dashboards here.

Activity Report Example

If you’re preparing for annual reporting, you will benefit from choosing this HubSpot annual performance report . It contains all the relevant metrics, such as email and landing page performance, new contacts, top blog posts by page views, and more. See all our performance dashboard templates here.

Annual Report Example

Project status reports can be very similar to progress reports. If you’re in need of one of those, here’s an example of a Project overview dashboard from Harvest that shows that can help you create simple, but well-organized report based on metrics that matter: hours tracked, billable hours, billable amount split by team members., and more. Check out more project management dashboard templates we offer here.

Project Status Report Example

Are you creating a financial report? You will find this QuickBooks + HubSpot integration a great choice for a financial performance dashboard that makes creating a report simple. This dashboard focuses on the essential financial report

ting metrics and answers all your revenue-related questions. See all Databox financial dashboards here.

Financial Report Example

If you’re tracking your sales team’s monthly performance, this sales report template will help you prepare an outstanding report. Check out all the vital productivity KPIs, track your progress towards your goals, and understand well how your current sales pipeline is performing. See all sales performance dashboards we have available here.

Sales Report Example

Marketing reports can be easily prepared by using this monthly marketing report template . With HubSpot’s reporting, you can determine where your website traffic is coming from, how your landing pages and specific blog posts are performing, and how successful your email campaigns are. Browse all Databox marketing dashboards or marketing report examples here.

Marketing Report Example

Create a Professional Business Report in No Time with Databox

Does creating a business report still sound like a daunting task? It doesn’t have to be with Databox.

In times when we’re all trying to save our time and energy for things that matter rather than scattering valuable resources on tedious, repetitive tasks, it’s critical to optimize your business process. And we want to help you do just that.

Using a business reporting dashboard enables you to track data from all the different tools you’re using – but in one place. With Databox, you can monitor and report on performance in a single dashboard that is optimized for all your favorite devices and you can create streamlined and beautiful dashboards even if you are not that tech-savvy. (no coding or design skills are required).

Automating business reporting has never been easier. And with Databox, you can do exactly that in just a few clicks. Sign up now and get your first 3 business dashboards for free.

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What Are Business Reports & Why They Are Important: Examples & Templates

Business reports examples and templates for managers by datapine

Table of Contents

1) What Is A Business Report?

2) Types Of Business Reports

3) Business Reports Examples & Samples

4) Why Do You Need Business Reports?

5) How To Setup A Business Report?

6) Challenges Of Business Reports

In your daily operations, you likely notice your processes and ‘activities’ constantly changing – sales trends and volume, marketing performance metrics, warehouse operational shifts, or inventory management changes, among many others.

All these little alterations in your organizational activities are impacting the global well-being of your company, your warehouse, your restaurant, or even your healthcare facility. Whether you manage a big or small company, business reports must be incorporated to establish goals, track operations, and strategy to get an in-depth view of the overall company state.

But with so much information being collected daily from every department, static business reports created manually will not give your company the fresh insights it needs to stay competitive. Businesses that want to succeed in today’s crowded market need to leverage the power of their insights in an accessible and efficient way. This is where modern business reports created with interactive data visualizations come to the rescue. 

Traditional means of reporting are tedious and time-consuming. Due to how the human brain processes information, presenting insights in charts or graphs to visualize significant amounts of complex information is more accessible and intuitive.  Thanks to modern, user-friendly online data analysis tools armed with powerful visualizations, companies can benefit from interactive reports that are accessible and understandable for everyone without needing prior technical skills.

Here, we take the time to define a business report, explore visual report examples, and look at how to create them for various needs, goals, and objectives. In the process, we will use online data visualization software to interact with and drill deeper into bits and pieces of relevant data. Let's get started.

What Is A Business Report?

A business report is a tool that helps collect and analyze historical and current data from a company’s operations, production, and more. Through various types of business reports, organizations make critical decisions to ensure growth and operational efficiency.

To understand the best uses for these reports, it’s essential to properly define them. According to authors Lesikar and Pettit, “A corporate-style report is an orderly, objective communication of factual information that serves some organizational purpose”. It organizes information for a specific business purpose. While some reports will go into a more detailed approach to analyzing the functionality and strategies of a department, other examples of business reports will be more concentrated on the bigger picture of organizational management, for example, investor relations. That’s where the magic of these kinds of reports truly shines: no matter for which company goal you need, their usage can be various and, at the same time, practical.

Traditional business reports are often static and text reach (bullet points, headings, subheadings, etc.). Classically formatted in sections such as the summary, table of contents, introduction, body, and conclusion, this report format is no longer the most efficient when it comes to extracting the needed insights to succeed in this fast-paced world. On one hand, by the time these reports have been finished, the insights included within them might not be useful anymore. On the other hand, the fact that it is mostly text and numbers makes them hard to understand, making the analysis strategy segregated and inefficient.  

The visual nature of modern business dashboards leaves all the aforementioned issues in the past. Thanks to interactive data visualizations and modern business intelligence solutions , the analysis sequence can be done fast and efficiently while empowering non-technical users to rely on digital insights for their decision-making process. 

Your Chance: Want to test professional business reporting software? Explore our 14-day free trial. Benefit from great business reports today!

Types Of Business Reports?

Before creating your business outcome reports, it is important to consider your core goals and objectives. This way, you can pick the correct type of report for each situation. Here, we present you with five common types of visual reports that you can use for different analytical purposes. 

1. Analytical reports

Analytical reports are reporting tools that use qualitative and quantitative data to analyze the performance of a business strategy or as support when a company needs to make important decisions. A modern analytical dashboard created with top reporting software can include statistics, historical data, as well as forecasts, and real-time information. Let’s look into it with a sales example. 

This dashboard is an example of one of the most common types of business reports: analytical reports

**click to enlarge**

This visually appealing business analysis report contains relevant sales KPIs to measure performance, such as the average revenue per unit, the customer lifetime value, acquisition costs, and some sales targets to be met. The value of this analytical report lies in the fact that you get a lot of relevant metrics in a single dashboard. The data can be filtered and explored on different time frames such as daily, weekly, monthly, or quarterly, depending on the discussion that it needs to support.   

With this kind of sample in hand, managers can quickly understand if they are meeting their targets, find improvement opportunities, get a bigger picture of their sales, and find efficient ways to proceed with new strategies.  

2. Research reports

Next in our types of business reports that we will discuss is a research report. Companies often use these kinds of reports to test the viability of a new product, study a new geographical area to sell, or understand their customer’s perception of their brand image. To generate this type of report, managers often contact market research agencies to gather all the relevant information related to the studied topic. This brand analysis dashboard is a great example.

A brand analytics dashboard as an example of research business reports

The image above is a business report template of a brand analysis. Here, we can see the results of a survey that was conducted to understand the brand’s public perception on different topics. The value of this market research dashboard lies in its interactivity. Often, research reports are depicted in long and static PowerPoint presentations. With a modern market research dashboard like this one, all the info can be filtered upon need, and the whole presentation of results can be done on one screen. For example, if you want to know the brand awareness of a particular region or age group, you just have to click on the graphs, and the entire dashboard will be filtered based on this information. Like this, the analysis sequence is fast, interactive, and efficient. 

3. Industry reports

Following on from the research topic, our next type is an industry report. Benchmarks and targets are excellent ways to measure a company’s performance and success. But, these targets need to be based on realistic values, especially considering how crowded and competitive today’s markets are. For this purpose, companies perform industry reports. By getting a clear picture of the average industry numbers, such as the competitive landscape, industry size, economic indicators, and trends, they can plan smart strategies and create realistic targets for performance. 

Technavio Global Ice Cream Market 2020-2024

Let's take this industry report by Technavio about the Global Ice Cream Market as an example. Here, we can see relevant numbers concerning the ice cream market, how COVID-19 impacted it, and what is expected to happen between the years 2020-2024. For example, the business report sample shows that the pandemic has positively impacted the ice cream market and that it grew 4.33% during 2020. The report also shows that there is increasing popularity of plant-based ice cream and that this trend is driving market growth. This is invaluable information for an ice cream company as they can invest in new products with almost certain success.

4. Progress reports

Next, we have progress reports. Unlike our other examples, this type of business report is not necessarily based on deep research or advanced analytics but rather on delivering a clear picture of the performance of a particular area or business goal. Their visual nature makes them the perfect tool to support meetings or business discussions as they provide a glance into the status of different metrics. A common use of progress reports is with KPI scorecards . Let’s look at an example. 

A balanced scorecard showing financial and customer objectives, learning and growth, and internal objectives.

The image above is a business report example of a balanced scorecard. The goal here is to quickly understand the development of metrics related to 4 key business areas: financial, customers, learning and growth, and internal objectives. Each of these metrics is displayed in a current value and compared to a set target. Paired with this, the template has five colors for the performance status. This allows anyone who uses this report to quickly understand just by looking at the colors if the target is being met.

5. By business function

Getting a bigger picture of a company’s performance is a great benefit of the best business reports. But, apart from helping the company as a whole, the real value of these reports lies in the fact that they empower departments to leverage the power of data analysis for their decision-making process. Instead of the sales department, human resources, or logistics, your entire organization will be data-driven. Let’s look at it with a business report example by function on marketing.  

Business report example by function: a marketing performance dashboard

Created with modern marketing dashboard software , this example entirely focuses on the development of marketing campaigns.  With metrics such as the total number of impressions, clicks, acquisitions, and cost per acquisition being depicted on intuitive gauge charts, you quickly get a clear understanding of the performance of your campaigns. Through this, you can spot any inefficiencies before they become bigger issues and find improvement opportunities to ensure your marketing efforts are paying off. If you want to dig even deeper, this interactive business report can be filtered for specific campaigns so you only see related insights, making this dashboard the perfect tool to support team meetings. 

Business Report Examples And Templates

We’ve answered the question, ‘What is a business report?’ and now, it’s time to look at some real-world examples.

The examples of business reports that we included in this article can be utilized in many different industries; the data can be customized based on the factual information of the specific department, organization, company, or enterprise. Interdepartmental communication can then effectively utilize findings, and the content can be shared with key stakeholders.

Now that we know what they are, let's go over some concrete, real-world instances of visuals you will need to include in your reports.

1. Visual financial business report example

This first example focuses on one of the most vital and data-driven departments of any company: finance. It gathers the most essential financial KPIs a manager needs to have at his fingertips to make an informed decision: gross profit margin, operational expenses ratio (OPEX), both earning before interests (EBIT) and net profit margins, and the income statement. Next to these are the revenue evolution over a year compared to its target predefined, the annual evolution of operational expenses for various internal departments as well as the evolution of the EBIT compared to its target.

Visual of a financial business report example for top-management

The different sets of visual representations of data can clearly point out particular trends or actions that need to be taken to stay on the financial track of a company. All your financial analysis can be integrated into a single visual. When the presentation becomes interactive, clicks will provide even deeper insights into your financial KPIs and the desired outcomes to make a company healthy in its financial operations. The importance of this finance dashboard lies in the fact that every finance manager can easily track and measure the whole financial overview of a specific company while gaining insights into the most valuable KPIs and metrics. Empowering a steadfast and operation-sensitive plan is among the most important goals a company can have, and finance is right in the middle of this process.

Thanks to all this information displayed on a single dashboard, your report is greatly enhanced and backed with accurate information for you to make sound decisions. It becomes easier to implement a solid and operation-sensitive management plan.

2. Visual investor's business report layout

As mentioned earlier, holding an account of your activity, performance, and organization’s assets is important for people outside of the company to understand how it works. When these people are investors, it is all the more critical to have a clean and up-to-date report for them to know how successful is the company they invest in and for you to increase your chances of having more funds. This example provides just that: an exact overview of the most important insights and specific values in a particular time frame.

Visual of a finance KPIs business executive dashboard example for investors

Calculating and communicating KPIs about the overall company situation is what this investors’ relationship dashboard tries to focus on. You learn about the return on equity and return on asset, the debt-equity ratio, and the working capital ratio, but also see the evolution of a share price over time. Each of these metrics is crucial for a potential shareholder, and if they are not monitored regularly and kept under control, it is easy to lose investors’ interest. Tracking them and visualizing them through a modern dashboard is a competitive advantage for your investors’ reports. You can even see on this visual a clear set of data, so you don’t have to dig through numerous amounts of spreadsheets, but clearly see the specific development over time, the percentage gained or lost, ratios, and returns on investments. Not to be limited just to these data, you can always customize and make sample business reports for your specific needs.

3. Visual management report example

The management KPIs presented below focus on the revenue and customer overview seen through a specified quarter of a year. With just a click, you can easily change your specific date range and make an overview of different months or years.

Management business report showing the important KPIs to C-level executives

When analyzing insights on a more specific level, you can easily spot if the revenue is approaching your target value, compare it to the previous year, and see how much of the target you still need to work on. The average number of your revenue per customer compared to your targets can also identify on a more specific level how much you need to adjust your strategy based on your customers’ value. If you see your values have exceeded your goals, you can concentrate on KPIs that haven’t yet reached your target achievement. In this specific example, we have gained insights into how to present your management data, compare them, and evaluate your findings to make better decisions.

This clear overview of data can set apart the success of your management strategy since it is impossible to omit vital information. By gathering all your findings into a single CEO dashboard , the information presented is clear and specific to the management’s needs. The best part of this example report is seen through its interactivity: the more you click, the more data you can present, and the more specific conclusions you can look for.

These report templates that we have analyzed and presented in this article can be a roadmap to effectively create your own report or customize your data to tailor your needs and findings.

4. SaaS management dashboard

The next in our rundown of dynamic business report examples comes from our specialized SaaS metrics dashboard .

A business report example visualizing the number of paying customers, ARPU, CAC, CLTV, and MRR over the course of a month

A SaaS company report example that packs a real informational punch, this particular report format offers a panoramic snapshot of the insights and information every ambitious software-as-a-service business needs to succeed.

With visual KPIs that include customer acquisition costs, customer lifetime value, MMR, and APRU, here, you will find everything you need to streamline your company’s initiatives at a glance. This is an essential tool for both short- and long-term evolution.

5. Sales KPI dashboard

Niche or sector aside, this most powerful of online business reports samples will empower your sales team to improve productivity while increasing revenue on a sustainable basis.

A monthly sales report template focused on high-level metrics such as revenue, profits, costs, incremental sales, accumulated revenue, up/cross-sell rates, etc.

A powerful daily business activity report as well as a tool for long-term growth, our sales dashboard boasts a cohesive mix of visualizations built to boost your business's bottom line.

With centralized access to sales graphs and charts based on churn rates, revenue per sales rep, upselling & cross-selling, and more, this is a company report format that will help you push yourself ahead of the pack (and stay there). It’s a must-have tool for any modern sales team.

6. Retail store dashboard company report example

Retail is another sector that pays to utilize your data to its full advantage. Whatever branch of retail you work in, knowing how to generate a report is crucial, as is knowing which types of reports to work with.

Example of a business report for an online retail store that displays return reasons, total orders, top sellers, average order per customer, etc.

Our interactive retail dashboard is one of our finest visual report examples, as it offers a digestible window of insight into the retail-centric unit as well as transaction-based information that can help you reduce costs while boosting your sales figures over time.

Ideal for target setting and benchmarking as well as strategy formulation, this is an unrivaled tool for any retailer navigating their activities in our fast-paced digital age. If you’re a retailer looking for steady, positive growth, squeezing every last drop of value from your retail metrics is essential—and this dashboard will get you there.

7. Customer service team dashboard

As a key aspect of any successful organizational strategy, optimizing your customer service communications across channels is essential. That’s where our customer service analytics report comes into play.  

Business reporting example for customer service team performance

Making your customer service efforts more efficient, effective, and responsive will not only drastically improve your consumer loyalty rates but also set you apart from your competitors.

One of the best ways to achieve a mean, lean, well-oiled consumer-facing machine is by giving your customer service representatives the tools to perform to the best of their abilities at all times. Armed with a balanced mix of KPIs to track and enhance service performance, this most powerful of business report samples will help you drive down response times while improving your first call resolution rates. It’s a combination that will result in ongoing growth and success.

8. Employee performance dashboard

In addition to your customers, your employees are the beating heart of your organization. Our employee dashboard will give you the power to track the ongoing value and productivity of your internal talent.

Employee performance depicted with business reporting processes.

An ideal formal business report example for any modern HR department, this telling dashboard will give you deep insight into how your employees perform and behave over specific timeframes.

Here, you can examine trends in absenteeism rates, track overtime hours by age group, monitor your training costs, and explore peaks and troughs in productivity across the entire workforce. This melting pot of at-a-glance information will empower you to provide training exactly where it’s needed and get to the heart of any issue that’s affecting productivity or engagement levels. 

Working with this business report format example consistently will ultimately ensure you get the very best return on investment (ROI) from your internal talent.

9. Marketing KPI dashboard

Without a solid multichannel marketing strategy, it’s unlikely that you’ll ever see a consistently healthy ROI from your promotional efforts. Shooting in the dark regarding marketing will also see you fall behind the competition. Enter our marketing dashboard .

Marketing business report for management, with main KPIs about costs and revenue

This business report format template brimming with insight, lets you set accurate performance benchmarks while uncovering a wealth of insight from one intuitive dashboard.

To optimize your promotional campaigns and activities, talking to specific audience segments and using the right touchpoints at precisely the right time is essential. Without a targeted approach, all you’re doing is throwing your time and money away.

This effective company report example offers a balanced overview of your campaigns’ performance by offering the tools to dig deep into vital metrics like cost per acquisition (CPA), customer lifetime value (CLTV), and ROI.

This perfect storm of metrics will show you where your communications or campaigns are failing to drive engagement and where they’re yielding positive results. Armed with this critical information, you can optimize all of your efforts to make the biggest possible impact across channels. An essential report design for any modern organization looking to scale swiftly and consistently.

10. Warehouse KPI dashboard

Being a warehouse manager or decision-maker is a high-pressure job where every decision counts. To keep your fulfillment activities and initiatives fluid, functional, and primed for organizational growth, sweating your data correctly is a must.

A business report example focused on the warehouse performance in the logistics industry

Our warehouse KPI dashboard is a business report sample that aids both real-time decision-making and longer-term strategic planning.

With a powerful selection of logistics-based KPIs, this highly visual business report structure features metrics based on on-time shipment rates, a breakdown of warehouse costs, the number of shipments made over a specified timeframe, and a perfect order rate.

By making this kind of business reports formats a core part of your daily operations, you can eliminate unnecessary costs or activities while boosting overall productivity and significantly improving the success, as well as accuracy, of your warehouse operations. It is an invaluable tool that will help consistently deliver on your fulfillment promises, improving your brand reputation in the process.

11. Cybersecurity dashboard

In our hyper-connected digital age, failing to invest in adequate cybersecurity solutions is the same as leaving your front door wide open when you’re on holiday.

Business report template tracking relevant IT metrics for cybersecurity

To avoid the devastating impact of organizational cyber attacks or informational breaches,  our cyber security IT dashboard will ensure your company is fortified from every angle. This most vital of business report examples will help you fend off any prospective acts of cybercrime while monitoring for any attacks or abnormalities in real-time.

Here, you can keep on top of your cybersecurity rating, track your phishing test success rates, understand how long it takes you to identify an attack (and improve your responsivity), look at how often you backup your company's sensitive information, and discover the most common intrusion rates related to your company from a cohesive space. It’s an essential analysis tool designed to keep your company safe, secure, and happy.

12. CEO dashboard

The CEO is the highest leadership position in an organization. As such, they need to get a complete overview of the entire operations and performance to ensure everything is running smoothly and on track to meet expected goals. Our next example is a scorecard report tracking relevant metrics related to finances, marketing, customer service, and human resources. 

Business report template tracking metrics for the CEO

What makes this template so valuable for the CEO is the fact that it offers a long-term view with benchmarks for quarterly and annual performance. This way, leadership can evaluate the development of the different strategies and spot any inefficiencies at a glance by looking at the green or red colors depicted on each KPI. Plus, each section of the scorecard offers a detailed breakdown of additional information to help dive deeper into the reasons behind a specific result. 

For instance, we can see that there is an increase in the total expenses in the current quarter. However, when taking a deeper look at the yearly breakdown, we can see that the operating expenses ratio has been decreasing for the past three months. Therefore, the quarterly increase is nothing to worry about.

13. Manufacturing production dashboard 

As a production company, you must ensure every aspect of the process is efficiently carried out at its maximum capacity. This means, ensuring machines are working properly, the right amounts of products are being produced, and the least amount are being returned by customers. Our next template aims to help with that task by offering a 360-degree view into a company’s production processes.

Manufacturing business report template displaying main manufacturing KPIs to keep the pulse of your factory

With insights into production volume vs. quantity ordered, top 5 machines by production volume, and return items by reason, the manufacturing manager can spot inefficiencies and identify trends to optimize production and ensure the highest possible ROI. 

For example, looking at the top machines by production can help you spot the ones that might need some maintenance and plan that maintenance time without affecting production. On the other hand, analyzing the returned items by reason can also help improve customer experience and satisfaction. If you see a large amount of returns due to a broken product, it means you need to improve the quality of your materials or the packaging when they are sent to the customer to keep it safer. 

14. IT project management dashboard

Completing a project successfully relies heavily on the team being connected to keep tasks moving at the expected speed. The issue is that it often involves multiple meetings that end up taking a lot of time that could be implemented actually completing the tasks. Our next sample aims to tackle that issue by providing a real-time overview of project development metrics.

IT business reports: project management overview

At the top of the report, we see a breakdown of the different stages of the project with a development percentage and a projected launch date. This is great information to have as it can inform the team about the status of the entire project and any external stakeholders as well.

We then get insights into the project budget, overdue tasks, upcoming deadlines, and employee workload. This is invaluable information that can help optimize any bottlenecks and increase overall efficiency. For instance, we can see that Georg and Nancy are 10+ days overdue with their tasks which is not good for the project. However, a deeper look shows us that these two employees are the ones with the biggest workload, which means they might need some help from other team members to speed up their tasks.

15. HR diversity dashboard 

Diversity in the workplace has become a big priority for organizations and prospective talents. Each year, more and more businesses realize the value of having employees from different backgrounds and cultures as a way to boost their strategies and overall growth. That being said, to be considered a diverse company, you need to ensure your workforce feels comfortable and that the same opportunities are being given to all. Enters our last business report template.

business report cover letter

The template above offers a view into different diversity management metrics from recruitment to talent management. Through this insightful report, HR managers can test the success of their diversity strategies and spot any areas of improvement to ensure the highest level of employee satisfaction. The template is highly interactive and offers insights into diversity by gender, ethnicity, and disabilities.

Analyzing the content of the report, we can see that black employees are the ones with the highest voluntary turnover rate. This is something that needs to be looked into to find the reasons why these employees are not feeling comfortable at the company. On the other hand, we can see that the organization is 1% above the 2% industry standard for hiring employees with disabilities. This is a great indicator, and it can translate into a low 7% of voluntary leaves by these workers.

Now that we’ve looked at report samples, let’s consider the clear-cut business-boosting benefits of these essential analytical tools. These perks will make your company stronger, more fluent, and more efficient on a sustainable basis.

Why Do You Need Business Reports?

Why do you need business reports? 1. Risk assessment & opportunity, 2. Trends & connections, 3. Business Intelligence, 4. Buy-in, 5. Operational efficiency,6. Specificity, 7. Accuracy & consistency, 8. Engagement, 9. Benchmarking, 10. Communication

These reports also enable data collection by documenting the progress you make. Through them, you have the means to compare different periods and activity, growth, etc. You can better see which products or services are more successful than others, which marketing campaign outperforms which other, and which markets or segments require more attention. Collecting all this data is indispensable – and by doing so, you build a paper trail of your past (or, namely, a data trail). They let people outside the company (like banks or investors) know about your activity and performance and enable stakeholders to understand your organization’s tangible and intangible assets.

  • Risk assessment & opportunity: With a business report, you can increase the understanding of risks and opportunities within your company . Sample reports accentuate the link between financial and non-financial performance: they streamline processes, reduce costs, and improve overall cohesion in an informed, commercially ‘safe’ way.
  • Trends & connections: Business report samples can help you compare your performance to other internal units or companies in the same sector. On a more specific level, a report template can help you dig thoroughly into operational metrics and details and discover correlations that would be otherwise overlooked. In today’s hyper-connected digital age, gaining a deeper insight into your data will empower you to formulate strategies that will accelerate key areas of your business growth through trend identification. This fact alone highlights the importance of a business analysis report.
  • Business intelligence (BI): If used correctly, the best BI tools will answer a vital question: ‘Will I survive on the market?’ By creating a business report of a company built to improve your BI activities and answer essential organizational questions, you will gain the ability to tackle deeper specific insights that can bring operational value and control the overall expenditures. By knowing how to set up such a report with specific samples and templates, you can provide building blocks to establish a successful business intelligence strategy.
  • Buy-in: While there are many different types of business reports for a company, they all have one common trait: gathering data and tracking the business activities related to something specific. By working with the right reports, users can perform in-depth visual analyses of many key areas or functions and provide informed recommendations that will ultimately improve efficiency and encourage innovation. Regardless of how good or beneficial an idea might be , getting buy-in from senior executives or external partners is often a major roadblock to progress. However, a good report template presents a level of depth and presentation that is both factual and convincing and will encourage buy-in from the people with the power to sign off on new strategies, initiatives, or ideas.
  • Operational efficiency: The more factual the report is, the clearer the data. When your data is well organized and crystal clear, it’s possible to interpret your business activities cost-effectively, reducing the time required to analyze findings while saving countless working hours sifting through metrics for actionable insights. A good template presents an in-depth analysis where the writers show how they have interpreted their findings. For example, a marketing report can reduce the time needed to analyze a specific campaign, while an HR report can provide insights into the recruiting process and evaluate, for example, why the cost per hire increased?
  • Specificity: When you create a business information report, you are giving yourself a key opportunity to address specific issues that are often used when decisions need to be made. As author Alan Thomson says, “A company report conveys information to assist in business decision-making. [It] is the medium in which to present this information.” They have several purposes: some record information to plan for the future, some record past information to understand a situation, and others present a solution to a pressing problem. Some executive dashboards are for daily usage, while a monthly business report template will help you pinpoint your activities on a more gradual, incremental basis.  They are all essential to commercial success, as they bring clarity to complex analysis. As mentioned earlier, the clearer the data, the more cost-effective results will be, so keeping in mind the exact data to incorporate into this kind of report should be essential in deciding what kind of report to generate. You can find multiple key performance indicator examples in different industries, which should be considered when creating that kind of report. You can also generate an interdepartmental report or between businesses to compare industry values and see how your company stands in the market.
  • Accuracy & consistency: In The Age of Information, data is a vast landscape, and if you want to use it to your advantage, aiming for consistency and accuracy is key. If your data is off or presents hit-and-miss findings, it could cost your company in the long run.  Working with an online dashboard tool to produce your reports is an incredible advantage for the ease of use, the time saved, and, most importantly, the accuracy of the information you will use. As you work with real-time data, everything on your report will be up-to-date, and the decisions you will take will be backed with the latest info. Business report examples are significantly helpful when you need to explore your data and perform data analyses to extract actionable insights. They will deliver an important added value to your report thanks to the visualization of your findings, bringing more clarity and comprehension to the analyses, which is their primary purpose.
  • Engagement: As intuitive, digestible, and visual tools, business-centric reporting tools are easier to understand and tell a story that is far more likely to resonate with your audience.  While exploring your data, with deeper insights generated with just a few clicks, the report doesn’t have to be dull, boring, and lost in hundreds of pages or spreadsheets of data. If you create a report that is clean and customized, you will bring more value than by printing or searching through a spreadsheet. Achieving a design like this is simple with the right KPI dashboard software . Imagine yourself in a meeting with 200 pages of analysis from the last 5 years of business management. One participant asks you a specific question regarding your operational costs dating 3 years back. And you’re sitting there, trying to find that specific piece of information that can make or break your business meeting. With business dashboards , you cannot go wrong. All the information you need is generated with a click, within a click.
  • Benchmarking: If you know how to set up a business-centric report with efficiency, you will gain the ability to set defined, accurate benchmarks. By frequently setting targets based on your most important organizational goals and working with visual reporting tools, you will keep your organization flowing while catalyzing your overall growth and productivity levels.
  • Communication: One of the best uses of these tools is improving internal collaboration and communication. By gaining 24/7 access to your most essential business data while enhancing the way you analyze and present it, you will empower everyone in the business with better access to information, which, in turn, will enhance internal communication and collaboration.
  • Innovation: The intuitive nature of these reports makes them the most efficient way to steer a progressive analytical strategy. As such, it’s easier (and quicker) to uncover hidden insights, spot trends, and hone in on critical information. It’s this speed, ease, and accuracy that frees creativity and improves innovation across the organization, accelerating growth as a result.

These reports can also be of many different types, but they all have one common trait: gathering data and tracking the organizational activities related to something specific. From there, their author(s) will often perform an analysis and provide recommendations to the organizations.

How To Generate A Business Report

Top 10 steps on how to do a business report

The primary importance of a corporate-centric report lies in gaining confidence and clarity. Before starting to create it, it’s vital to establish the goals and the audience. Knowing who you want to direct it to is key in its elaboration, from the tone, vocabulary/jargon you choose to the data you will focus on. A report to external stakeholders, to the CEOs, or to the technical engineers’ team will be drastically different from one another.

Likewise, the scope varies according to the objective of the report. State beforehand the needs and goals to direct you on the right path. It should be impartial and objective, with a planned presentation or dashboard reporting tool , which enables an interactive flow of data and immediate access to every piece of information needed to generate clear findings.

To help you write your daily, weekly, or monthly business-centric report template with confidence, let’s go over some essential steps and tips you should focus on:

1. Consider your audience

First of all, if you want to understand how to do a business report the right way, you have to think of your audience from the outset. Your reporting efforts must make sense and offer direct value to the end viewer or user - otherwise, they’ll be meaningless. That said, it’s critical that you take the time to consider who will use the reporting tool most and which information or features will add the most value, helping improve the organization in the process. Take the time to understand your audience, and your reporting tools will not only meet expectations but exceed them - one well-placed visualization at a time.

2. Determine and state the purpose

As we stated in the previous paragraph, defining the needs of your audience is vital to reporting success. As we said, a report usually assists in decision-making and addresses certain issues. You can state them at the beginning of the report. The more clear and specific the goal, the better the content will be. You won’t lose time adjusting information when you present your purpose in a clear and well-defined manner.

3. Use a mix of real-time and historical data

Another key component of this report is making sure you’re free of any informational blind spots. So many companies work with one form of metric, stunting their organizational progress in the process. To drill down deep into detailed pockets of information and gain a panoramic view of specific trends or patterns, working with a balanced mix of historical and real-time data is key. Doing so will empower you to capitalize on potential strengths while learning from historical weaknesses. This balanced approach will also give you the tools to develop strategies that return the best possible ROI while making powerful decisions under pressure.

4. Set actionable targets and goals

Once you’ve curated your informational sources and defined your audience, you should set actionable goals. Setting the right benchmarks will help you track your ongoing success with pinpoint accuracy while defining goals or targets will give you the insight you need to work with the right KPIs while ensuring your company is moving in the right direction. Taking the time to set actionable goals and targets that align with your organizational strategy will ensure your reports offer a consistently healthy ROI.

5. Define your reporting frequency

Another key component of successful organizational reporting is deciding how often you will analyze your metrics and information. Depending on the function or the goals you’re looking to achieve, you should decide whether your dashboard will serve as a daily, weekly, monthly, or quarterly reporting tool. Setting the right frequency will ensure your analytical strategy is fully streamlined while connecting you with the insights that count most at exactly the right time. The best modern reporting tools also offer automated functionality, helping to monitor insights and offer alerts without human intervention - the best way to save time while ensuring you never miss a critical piece of information again.

6. Gather and organize the information

Now that the purpose and scope are clearly defined, you can start gathering the data in any form that can address the issue. Thanks to that information, you will carry out data analysis to understand what lies beneath and to extract valuable insights. These findings need to be balanced and justifiable – what significance they have to the report's purpose. Identifying key performance indicators for a specific company, organizing, comparing, and evaluating them on the needed level, can be one of the most important parts of creating this kind of report. An example of a business report that shows how to extract and define your analysis can be found above in the article, where we presented our visuals.

7. Present your findings

Explain how you uncovered them and how you interpreted them that way. Answer the original issue by detailing the action to take to overcome it and provide recommendations leading to a better decision-making process. A best practice to present the insights you have drawn out is using dashboards that communicate data visually in a very efficient way. A dashboard software like datapine can precisely answer that need while helping you with data exploration at the same time, which is a crucial part. When you click on a specific part of the dashboard, you can easily access your data in a more in-depth approach.

Comparing your findings is also one of the features you can use if you are asking yourself what has changed in relation to a specific period. When you assess these datasets in just a few clicks on your monitor, the whole reporting process and measurement of your strategy can be done in minutes, not days. Evaluating findings in today’s digital world has become one of the main focuses of businesses wanting to stay competitive in the market. The faster you can do that, the more information you gain, and the more successful your actions will become.

8. Align your visualizations

Expanding on presenting your findings, it’s also important to get your design elements right when considering how to write a business report. As a rule of thumb, your most essential at-a-glance insights should be at the top of your dashboard, and you should aim to be as clean, concise, and minimal as possible with your presentation to avoid cluttering or confusion. To improve your visual storytelling and bring every key element of your report together cohesively, getting your dashboard design just right is vital. Our essential guide to data visualization methods will help to steer your efforts in the right direction.

9. Proofread your reports

When you’re looking at a polished example of a business report, you’ll notice that every element of design and content is immaculate and makes complete logical sense. That said, to get the best returns for your analytical efforts, proofreading your reports is vital. Work through your report with a fine-toothed comb and ask trusted colleagues in your organization to do the same. Once you’ve carefully proofread your entire report, you can collectively tighten up any sloppy design elements, typos, misleading copy, and bad visual placements. Doing so is vital because it will make your examples of business reports slick, actionable, accurate, and built for success.

10. Be responsive

While modern reporting dashboards are dynamic and interactive in equal measure, it’s important that you also remain robust and responsive when writing a business-based report. What does this mean, exactly? It means that in the digital age, the landscape is always changing. As such, if you want to get the most from your reports or dashboards, you must commit to editing and updating them according to the changes around you. In an informational context, what is relevant today may be redundant tomorrow, so to remain powerful and relevant, your reports must always be optimized for success. When you write a business-style report, you should understand that, to some extent, you will need to rewrite it repeatedly. Remember, commit to regularly assessing your reports, and success will be yours for the taking.

You can easily find a sample of a business report on the Internet, but not all of them fit your needs. Make sure, at any moment, that the report you want to create is accurate, objective, and complete. It should be well-written, in a way that holds the reader’s attention and meets their expectations, with a clear structure.

Common Challenges Of Business Reports

Common challenges of generating business reports

As we just learned from the previous section, generating a successful report requires carefully following some steps and considerations. This often comes with challenges and limitations that users face during the generation and analysis process. To help you be aware of those challenges and how to overcome them efficiently, we will list some of the most common ones below. 

  • Data quality 

All the time and effort dedicated to the reporting process will be for nothing if you are not working with high-quality information. Believe it or not, according to recent reports , 41% of companies cite inconsistent data across technologies as their biggest challenge. With only 16% labeling the data they are using as “very good”. 

This presents a huge challenge as the consequences of poor data quality can be quite expensive since organizations are basing their most important strategic decisions on unreliable insights.  

To prevent this issue from affecting you, it is essential to invest time and money in implementing a thoughtful data quality management plan to ensure your information is constantly checked under specified guidelines. Putting extra attention to the cleaning and constant manipulation of the information is also a huge aspect of the process. 

  • Lack of data literacy 

Another big challenge that businesses face when implementing reporting practices is the level of literacy of their employees. As mentioned earlier in the post, the success of the entire process relies heavily on the entire workforce being involved in it and collaborating with each other. The issue is that generating a report and analyzing the data can be very intimidating for non-technical employees who often don’t have the necessary skills or confidence to integrate data-driven activities into their daily work. 

That is why carrying out a careful analysis of the literacy level across your workforce can help you understand the actual situation and offer training instances to anyone who needs it. Paired with that, investing in self-service BI tools that allow any user, regardless of their technical knowledge, to generate a business report with just a few clicks is a great way to approach this challenge. 

  • Long generation processes 

It is not a secret that manually generating a business report can take a lot of time and effort. In fact, in some cases, when a report is finally completed, the information in it might not be entirely valuable anymore. Luckily, this challenge has been tackled a long time ago thanks to the power of automation. 

Modern online reporting tools offer users the possibility to automatically generate a report in a matter of seconds, eliminating any form of manual work. All they need to do is connect their data sources, select the KPIs they want to display, and enjoy a visually appealing and fully functional report in just a few clicks. This enables organizations to focus on the important part, which is extracting powerful insights to inform their strategies. 

  • Static vs. interactive business reports 

Traditionally, these reports generated with tools such as Excel or PowerPoint have been static and full of text and complex numbers. Making it impossible to extract deeper conclusions from them or act on fresh insights. This is not to say that they are completely unuseful, but their historical and static perspective makes them less effective, especially considering how agile decision-making can represent a huge competitive advantage for organizations today.  

To help you make the most out of your data-driven efforts and tackle this common limitation,  we recommend you invest in tools that offer dynamic reports. BI reporting tools , such as datapine, give you the ability to generate interactive real-time reports, like the ones we saw earlier, which can be easily filtered to explore different periods or lower levels of data. This will give you the power to extract deeper and fresh insights to boost your strategies and growth. 

  • Ensuring data security and privacy 

In the digital age we live in, we need to be fully aware of the risks of using online tools to manage our business’s operations. Studies have shown an increasing trend in cyberattacks and data breaches that has left decision-makers concerned about how they manage their sensitive data. One of these attacks can significantly impact an organization’s reputation but also incur considerable costs that can be hard to come back from. According to recent research, these types of breaches cost businesses an average of $4.35 million in 2022. 

All of this makes security and privacy a big challenge for businesses of all sizes. Especially regarding their report-related activities, as they contain sensitive information about the company and its clients. Luckily, modern SaaS BI tools offer high levels of security to help you keep your data secure at all times, from the moment it is generated to the time it is shared with different stakeholders. Therefore, it is important to consider this topic before investing in such a tool. 

Key Takeaways Professional Business Reports  

"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath , Authors of Made to Stick, Switch.

We live in a data-driven world, and as a business, it’s up to you to move with the times. If you ignore the power of smart data analytics, you are only stunting your own commercial progress.

We’ve explored many shining business reports examples, and one thing is abundantly clear: if you embrace the power of digital reporting, your company will be bigger, better, and exponentially more informed. The more confident and informed you are as a business, the better you will be able to respond to constant change. In today’s digital world, it doesn’t matter what sector you work in. If you’re rigid in your approach to data, you will get left behind. Digital reporting dashboards are the only way forward.

So, you now know what business reports are, how to structure and write them , and how they can benefit your business. Committing to the right reporting and information delivery can have a significant impact on your organization and orientate its strategy better. For more ideas about business reporting in a more specific, function-related way, you can dig deeper into some of our popular articles on sales reports and marketing reports !

Don’t miss out on that opportunity and start now with datapine’s online reporting software , and benefit from a free 14-day trial ! You won’t regret it.


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