Examples of reports on the work done. How to compose a report. Preparation of a report on practice (GOST) Documents not prepared for the report

The progress report will allow the manager to assess the quality and speed of the secretary's work. The article contains samples of reports on the work done. use step-by-step instructions to write your report competently.

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Why do you need a progress report

The manager sets the task, the employee performs it - this is the essence of the work process. The fact that the task has been completed is recorded in the form of a report on the work done. Each employee periodically draws up such a document. The frequency of submission of reports and their form depend on the internal rules of the company.

Who needs a progress report and why? The leader needs him. This document allows you to assess how well and how quickly the employee completes the task. Reporting documents of all employees provide an opportunity to draw up an overall picture of the company's work and facilitate tactical and strategic planning.

The employee himself needs the report. Firstly, a well-written final document helps to present the results of your work to the management. Second, the report is a useful self-monitoring tool. At the end of the reporting period, you see your successes and failures. This will show you the directions in which you need to develop.

Work progress report of a traveling employee: sample

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What to write in the progress report

There is no single standard template for a report on the work done. The document is drawn up in free form. It depends on the nature of the tasks performed. The disadvantage of freeform is that many employees do not know how to write a progress report. This is not taught in school and rarely taught in college. An employee will not receive an adequate assessment of his work if he does not have the skills to write a competent report.

You cannot force employees to write truthful reports, but you can teach them to correctly present their successes and achievements. There are no difficulties in drawing up a reporting document. You need to avoid mistakes that many make.

Let's look at a sample of an incorrectly drawn up report on the work done for a week and analyze common mistakes.

Bad option

Why is this report bad? After reading such a document, the manager will have the impression that the secretary is not overloaded with work. In addition, the text is difficult to read - the structure of the report leaves much to be desired.

Report structure

The sample above is missing the basic elements of a good report. It should contain:

• list of tasks to be performed by the employee;
• specification of these instructions;
• analysis of the work done;
• plans for the next reporting period;
• suggestions on what to change, improve, optimize.

The set of structure elements depends on the length of the reporting period. The progress report for the day or week does not have to contain analysis and suggestions, but in the monthly progress report or in the annual reporting document these elements should be.

Download a sample report in full

How to prepare a report

If there are no other requirements, the report on the work done is drawn up in accordance with GOST 7.32-2001. GOST regulates the basic requirements for the design of the reporting document. It contains standards that determine the formatting method, font type and size, spacing, and margin size.

What may be the requirements for the report on the work done

Since there are no unified requirements for drafting a document, the main task of the employee is to improve the perception of the text and increase its readability. For this:

• use no more than 5 sentences in one paragraph;
• alternate long and short sentences;
• split the text so that the table or graph does not occupy the entire page;
• leave room for comments on tables and graphs;
• if the report is voluminous, then draw a conclusion at the end.

Note! To draw up a report on the work done on a business trip, use a special sample. It is unified form No. T-10a. Download the finished form

How to write a report: step by step instructions

Step 1... Make a rough outline of the document. The report for a short period should not take more than 1-2 pages. If you are reporting regularly, prepare an electronic document template for each case:

• sample daily progress report;
• sample weekly progress report;
• a sample of the report on the work done for the month.

Step 2. List your tasks. If there are many tasks, group them into meaningful blocks.

Step 3. List the tools and resources that were used in the course of the assignments (additional labor, financial costs, travel, materials)

Step 4. Present the results of your work. Describe how well they fit the objectives. If the task is not completed, explain the reason. Give your assessment of the situation. Draw your conclusions.

Step 5. Formulate goals and objectives for the next reporting period.

Step 6. Insert tables, graphs and charts into the text. Often the supervisor skims through the reporting document. Try to make the table or graph provide an opportunity to evaluate your work.

Step 7. Re-read the text carefully, follow the literacy and style. Highlight key facts in bold or italic type. Prepare an electronic version of the document and a version for printing. If you need to report verbally or in the form of a presentation, prepare a short version of the text in advance, including the most important points.

At the end of the internship, the trainee student submits a diary and a written report on the internship to the college internship supervisor.

The diary must contain a review of the student's internship at the enterprise, signed by the head of the internship from the enterprise and certified by the stamp of the enterprise (see Appendix B), as well as the schedule of work and their content. (see Appendix C).

The report is compiled on the basis of entries in the diary, i.e. should contain information about the specific work performed by the student during the practice period.

The report provides a brief description of all the items of the individual assignment. In addition, documents of input and output information, a program with a comment, and an algorithm diagram are attached to the report. To complete the report, the student is given 2-3 days at the end of the practice.

The practice report is submitted to the manager for verification. In case of errors, incomplete scope of work, inconsistency with the rules of registration, other shortcomings, the report is returned to the student for revision.

Summing up the practice

Attestation based on the results of the practice is carried out on the basis of a written report drawn up in accordance with the established requirements and the recall of the head of the practice from the enterprise.

Based on the results of the practice, students receive a credit with a differentiated grade (excellent, good, satisfactory).

The test results are determined by the level of practical skills and knowledge acquired by students, the degree of completion of an individual assignment, and the recall of the head of the practice from the enterprise.

General requirements for the content of the practice report

The report should give a complete picture of the relevance of the selected topic, the proposed ways of solving it, their effectiveness.

The general requirements for the report are:

· Clarity and logical sequence of presentation of the material;

· Persuasive argumentation;

· Brevity and accuracy of wording, excluding the possibility of ambiguous interpretation;

· The specificity of the presentation of the results of work;

· Compliance of symbols, abbreviations and terms with the accepted norms in the given subject area.

In the text of the document, it is not allowed to use turns of colloquial speech, technicalism, professionalism; apply for the same concept various scientific and technical terms that are close in meaning (synonyms), as well as foreign words and terms in the presence of equivalent words and terms in the Russian language

The report should contain:

1. Title page

2. Assignment of the head of practice

3. Abstract

5. Introduction

6. The main part

7. Conclusion and conclusions

8. A list of accepted terms and (or) abbreviations with appropriate explanations

9. List of sources and literature used

10. Applications (if necessary)

Title page and assignment page

The title page and the task sheet are performed in the form given in Appendices A, D.

abstract must contain:

· Characteristics of the report (number of pages, figures, tables, appendices; volume of the list of literary sources);

· A list of keywords;

· A synopsis of the essence of the work done;

The volume of the abstract is no more than 1 page.

Content should include the name of all sections, subsections and paragraphs (if they have a name), indicating their numbers and page numbers, on which the beginning of the material of the sections (subsections, paragraphs) is placed. All applications should be listed in the content of the work, indicating their numbers and titles. The content is included in the total number of sheets of this document.

Introduction should contain general information about the work done. It must reflect the relevance of the chosen topic, the goals and objectives of the practice, the methods used, the practical significance of the results. Optionally, you can provide a logical structure for the report.

The volume of the introduction is no more than 3 pages.

Main part should contain a description of the problem under consideration and a justification for the relevance of its resolution, the formulation of work goals, the choice and justification of the directions for achieving them and the methods, techniques and information technologies used for this.

1. Description of the object of research (subject area for which the problem is formulated and resolved, for example, the current management system, its functional subsystem, type of activity, types of support, etc.).

2. Analysis of the problem (identification of shortcomings of the current system from the standpoint of the quantitative composition and quality of implementation of automated functions, their organizational, technical, informational, etc. support).

3. Selection and justification of the direction of its solution in the form of a set of tasks to improve a specific functional subsystem or types of support, taking into account real constraints (for example, improving the software by some well-known methods with given means of software and technical implementation).

4. Factors and indicators of efficiency and quality associated with the problem being solved, and the values \u200b\u200bof which should be improved as a result of solving the tasks

5. Documents and data confirming the decisions taken

It is advisable to collect and prepare materials for the main part of the report on practice according to the scheme adopted in the design of automation systems at the stages of examination and feasibility study.

Conclusion should contain qualitative and quantitative assessments of the results of the work performed.

In this section, the following information is given in a concentrated form (point by point):

· List of solved problems;

· List and characteristics of specific solutions;

· Information about the quality and effectiveness of the solutions obtained;

· Directions of their improvement (development).

List of accepted terms and (or) abbreviations with appropriate explanations. The report should use scientific and technical terms, designations and definitions, abbreviations of words established by the relevant standards, and in their absence - generally accepted in the scientific and technical literature. If a specific terminology is adopted in the text, then at the end of it (before the list of references) there should be a list of accepted terms and (or) abbreviations with appropriate explanations. The list is included in the content of the report.

List of used sources and literature should include a list of literature sources (monographs, journal articles, research reports, etc.) that were used in the work and references to which are in the text of the report. References to literary sources are allowed to justify their own decisions and conclusions, the methods used, the chosen areas of research.

Applications ... An essential role in the preparation of the report, as in any documentation, is assigned to applications.

The appendices bring together tables of initial data and intermediate calculation results, analytical conclusions (if they do not constitute the main subject of research, but are used to obtain some resulting dependencies), a description of algorithms and program texts, a description of the known technical means of the system, drawings and diagrams. Applications can include acts on the implementation and practical use of work results, conclusions on their effectiveness and quality.

Applications can be required and informational. Informational appendices - recommended or for reference.

The scope of applications is not limited.

Correct documentation is important for any organization, as it allows you to competently engage in core activities and not be afraid of tax and other checks. Accounting documents are prepared in a variety of forms and forms. The types of documentation differ depending on the type of company, the type of its activity and many other factors.

General concept

The reporting document reflects a set of indicators with the results of the company's work for the selected period. The reporting may contain tables with accounting, statistical and other data. The report is the result of the work on accounting information.

Reporting documents can be classified by type, period, amount of data, degree of generalization.

Varieties

By type, reporting is divided into:

• accounting;
• statistical;
• operational.

Accounting - this is systematized data on the property of the organization, its finances, results of work. Reporting accounting documents are prepared according to accounting information.

Statistical prepared for accounting and operational accounting.

Operational reporting is prepared on the basis of operational materials for certain time intervals - a week, a month, a decade, and so on. This information helps to guide the work processes in the organization.

The regularity of the preparation of reporting documents can be:

• intra-annual - per day, five days, ten days, month, quarter, six months.
• annual is a summary for the year.

Intra-annual statistical reporting is current, and accounting is interim.

The degree of generalization of information in the reporting may vary. Depending on this indicator, reports are:

• primary - they are compiled directly by the organization;
• consolidated - prepared by higher institutions.

Any reporting should present reliable data on the activities of the organization, its financial position, performance, any changes in this information.

Appearance and content

Forms of reporting documents are approved by state regulations.

Each company maintains internal reporting, which provides information on the implementation of plans, instructions of management. These reports are prepared by specialists from various departments of the company and presented to the management. Such documentation may be called a report or reference.

Reports within institutions are made in free form. They are submitted on paper sheets or on the letterhead of the organization.

The following data is required in the report:

The text of the report contains full information about the work done, the analysis of the results of the activity. Conclusions are made, if necessary - proposals are made. Explanatory notes are often attached to the reports. The date of the report should be consistent with the manager's approval.

Business trips

A separate type of reporting is reporting documents for hotel accommodation in cases of official business trips of specialists.

Travel expenses include expenses for renting a hotel room. According to the requirements of the law, the company is obliged to reimburse the employee for all the costs of paying for the hotel room.

An employee returning from a business trip provides one of these documents:

• score;
• receipt.

Which of these documents will be the most accurate and will not raise questions from the tax authorities?

If the hotel does not use cash register equipment, then the hotel employee must issue a special form. It can be called in different ways: receipt, check, voucher.

Requirements for forms

Each hotel has its own form, but issued according to the approved requirements. The accounting documents for residence meet the following requirements:

• the report contains the details of its number, series, address, TIN, seal);
• the form itself is produced in a printing house or using automated systems that are protected from unauthorized access and store information for five years;
• the document is assigned a number and series.

If an employee presented a document that does not meet the approved requirements, and the company accepted and passed it, if claims from tax officials appear, the organization will be able to defend its costs in court.

If the hotel has a ticket office

Usually hotels have cash registers. Then the accounting documents for the residence are not filled in, and the employee is issued a cashier's check. It is he who talks about the fact of registration and payment for a hotel room.

The check may be accompanied by an invoice or other document that provides information on the registration of a certain employee.

If an employee was issued a cash receipt instead of a check, in such a situation, when drawing up reports, there may be problems on the part of tax specialists. Of course, a company can defend its interests in court, but this procedure is not too simple.

Receipts to the PKO are also provided as accounting documents for hotel accommodation. They are also accepted and usually do not raise unnecessary questions. Receipts are considered official documents that certify that the hotel has accepted the money.

In the absence of documents

There are also situations when an employee does not provide a single document. Then the accountant requests from the hotel a certificate of the residence of a specific person. And the company itself should have information about the period of the business trip of this employee.

Such nuances can lead to disputes with tax officials, which are usually resolved in court in favor of the organization.

Failure to provide documents may be due to the fact that the employee did not live in a hotel, but in a rented apartment. In this case, the company pays the rental costs, the employee does not bear any expenses, which means that they are not compensated to him.

Often accountants ask the question - how, then, to take into account the costs in taxation? The company can indicate when taxing its profits the expenses incurred for renting a house, but only for the period when its employee actually lived in it. Costs in all other periods will be considered unreasonable expenses and will not be accepted by the tax authorities.

The preparation of reporting documents is an important and crucial moment in the activities of any organization. As a rule, this is done by employees of the accounting department or heads of structural departments of the company. If you have any difficulties, you can use the services of third-party companies.

What are the main characteristics of reports?

The characteristics of the finished report are the result of decisions made during the planning process. They include:

Degree of compliance with formal requirements. Some reports, such as those intended for government agencies or senior managers, must be very strict in form and style.

Volume. Reports can be composed of several pages or several hundred pages, depending on the topic and goals.

Periodicity. Reports can be both periodic (for example, financial) and one-off (for example, a report on a survey conducted).

Appointment. Who is the report for: your subordinates, your superiors, is the report internal or is it sent outside the organization (for example, local authorities)?

Type of research carried out. Presentation styles differ depending on the nature of the research, the results of which are presented in the report.

Intentions, goals. Is the purpose of the report to explain any actions, to determine the degree of progress towards the goal, or to suggest changes?

Number of authors. Reports that a team of authors have worked on often differ in style from those individually prepared. In addition, collaborative reports can contain sections written by individual authors, or a team can work together to write and edit each line of the document.

Degree of contribution to the decision-making process. Reports can differ from one another, as they can contain not only a statement of facts, but also a highly structured analysis, including the presentation of recommendations and discussion of conclusions.

How to start planning a report?

The first step in the planning process is to define a goal. The purpose of a large report is often formulated at the beginning so that the reader can anticipate the direction of the presentation of thoughts. The next step in the planning process is to take into account the characteristics of the audience - experience, interests, opinions, official position.

Some reports can be written based on what is already known, others require additional research. It is important to have all the facts necessary to write a report before you start writing anything down. You can do better if you pause while you work to gather new information. You will at least get rid of doubts that very important information is missing in the report.

Sometimes you need routine research: viewing files, talking with colleagues or reading old documents. Sometimes a few minutes are enough for this - a short phone call or a conversation with a colleague on the stairs. In other cases, more extensive research is needed, turning to internal and external sources of information: libraries, etc. Conducting research to write a report means finding an answer to two questions:

1. What do I need?

2. Where can I get it?

Always find out what exactly will help you write a good report, but remember to maintain a certain balance. Endless research will unnecessarily increase the size and time of the task, and insufficient research will make the goals unattainable. Research done correctly will always reduce the time it takes to write a report. It is a mistake to think that a short study saves time; it is often quite the opposite.

What other sources of information can you use when preparing your report?

When conducting research to prepare a report, you should not concentrate on books and ignore periodicals or vice versa.

To search for literature by title, author's name or topic, use alphabetical or organized catalogs.

Don't forget about computer databases as well as search engines that can quickly search for articles by keywords.

If you have found a book on your topic, use both the Content section and the alphabetical index, catalog of names and / or terms to search for information. Review them to the end, because you cannot know in advance what terminology the author uses on a topic of interest to you.

Pay attention to the footnotes in books and articles that you find that refer you to other sources on a topic of interest to you.

Use sources that review your topic. These kinds of books are sometimes titled The Handbook of ..., The Guide to ..., The Analysis .... These sources often provide an overview of a topic, can provide a history of the topic, and often provide useful footnotes.

Browse the sources containing bibliographies. Whole books are often bibliographies and can be extremely useful.

If you find information that you think may be useful to you, enter it in your card (or in a computer database).

If you cannot limit yourself to secondary sources of information, then you will have to conduct primary research. Sources of primary information can be questionnaires, experiments, interviews, personal observations and archives of organizations.

Let's say the goals are clear, there is a clear idea of \u200b\u200bthe potential reader, and proper research has been done. Can I start writing a report?

Not yet. It is necessary not only to “think before writing”, it is important to determine in advance what should and should not contain a report. The following best practices apply to reporting of any length or complexity and for any purpose. There are six stages of work.

Stage 1. Listing. Forget about sequence, structure and ordering, focus on a list (in the form of a short note or a keyword) of all the important points that can be useful in the report. Take a large sheet of paper and write down all the points in no particular order as they come to your mind. You will find that this process is good at stimulating thinking, creating a picture of how thoughts are connected, and eliminating the need to take breaks to connect items or sequence them. Then (for some reports it takes very little time) you can move on to the next step.

Stage 2. Sorting. Now look at what you have recorded and start tidying up the recording by defining:

What comes first, second, etc .;

What and how is logically connected;

Which is a confirmation, example or illustration.

At this time, you can add new items or rethink and delete some of the previously recorded. In doing so, it is necessary to take into account the acceptable length of the report. This stage can be completed with notes and amendments to the document of the first stage. This is quick and easy to do by drawing lines, arrows, and other signs in a different color on the original notes.

Stage 3. Ordering. At the end of Step 2, you may end up with notes that are clear enough to work with later. Otherwise, it is helpful to rewrite everything in a clear list. This will allow a final check. You should feel that the resulting list reflects the content, appropriate accents, the necessary level of detail, etc. At this stage, it is better to pay attention to the order of presentation rather than looking for new content or additional points. At this stage, the result of your work should be a prepared report plan. Use the generally accepted point numbering system. A basic rule of thumb for planning is that each level should contain at least two headings. Thus, if there is point 1, then there must be point 2; if there is A, then there must be B, etc.

Stage 4. Verification. Well thought out work in the previous steps can make this step unnecessary. However, for complex and / or particularly sensitive reports, a final check of the records is helpful. After all, it is very easy to convince yourself that you are already close to the goal and not see the forest for the trees. Make final additions to the list and use it as a roadmap for recording.

Stage 5. Recording. Now let's start recording, typing or dictation. This is the main work, and preliminary preparation only facilitates and simplifies it. Advice:

Choose the right moment whenever possible. The recording process can be interrupted by unnecessary breaks, forcing you to start over. Choosing the right time and a comfortable environment where you are not interrupted contributes to your success.

Don't interrupt letters. Don't pause to worry about a phrase, headline, or detail. You can come back to them later and write them with less effort. Without interrupting the letter, you follow a consistent train of thought from the beginning of the report to its completion. After completing it completely, you can go back and clarify all the details.

Stage 6. Editing. There are three rules for editing: edit, edit, and edit. Very few - unless they are lying - can write something the first time with nothing to add to it. Therefore, you should not assume that you are mistaken if it turns out that what you have written needs editing. Mastery comes with experience. The more you write, the better you get, and the less you need to edit and add. Editing aims to improve the style and content of the text. Consider the following tips:

Set aside the written text for a while to come back to it later.

Ask a colleague to read what you have written. A fresh perspective can trigger new thoughts and enable changes that could not have been made without it.

Check the text thoroughly. Pay close attention to the details. This does not mean that you need to look for non-existent little things, but you should ensure that each detail makes a certain impression and has a precise accent. Splitting a long sentence into two short ones or replacing a pair of words can have a significant effect. The process as a whole is important and cannot be shortened. This applies to every stage, and especially to editing.

New page 1

The reporting documentation of the organization consists of several sets of documents:

documents of state statistical reporting;

departmental reporting documents;

intra-agency reporting documents.

State statistical reporting documents

State statistical reporting documents are included in the Unified System of Reporting and Statistical Documentation. The names of the forms of documents of this system constitute the 6th section of the All-Russian classifier of management documentation.

The unified system of reporting and statistical documentation includes several subsystems:

- documentation on statistics of national accounts and economic balances;

- documentation on statistics of scientific and technical potential and innovative progress;

- labor statistics documentation;

- documentation on statistics of material resources;

- finance statistics documentation;

- documentation on social statistics;

- industry statistics documentation;

- documentation on statistics of agriculture and procurement of agricultural products;

- capital construction statistics documentation;

- documentation on statistics of foreign economic relations;

- documentation on statistics of the consumer market and its infrastructure;

- documentation on transport and communication statistics;

- documentation on statistics of observation and registration of changes in prices and tariffs.

Departmental reporting documents

Forms of documents for departmental reporting are developed by federal executive bodies (ministries and departments) and are applied in subordinate organizations or, if the federal executive body carries out cross-sectoral coordination and control, in all organizations of the country. An example is the Ministry of Taxes and Duties of the Russian Federation, which develops unified forms of tax reporting submitted by organizations to tax inspectorates.

Documents of state statistical reporting and departmental reporting, as a rule, are submitted to the relevant territorial bodies with a certain frequency: a year, half a year, a quarter, a month, a decade (10 days), a week. There are also one-time reporting documents submitted when performing a certain action. As a rule, one copy of the document and an electronic copy on a magnetic medium are submitted to the authorities concerned, while one copy of the document on paper remains in the organization and is stored in the file. The accounting documents of the organization received by the management bodies are stored there for no more than five years, and the period of storage of these documents in the organizations where they are created corresponds to the terms established by the List of standard management documents of organizations, institutions and enterprises with an indication of the terms of their storage (2002. ).

Intra-corporate reporting documents

In addition to documents of state statistical reporting and departmental reporting, each organization applies internal accounting documents, which in a generalized form contain information on the implementation of plans, programs, assignments, one-time orders of the management or orders of higher authorities, on the results of business trips. Such reporting documents are always submitted to the management of this or a higher organization.

Accounting documents, as a rule, are called reports or certificates; in the accounting system, along with these names, the name "balance" is used. Reports may be accompanied by documents called calculations or expenses. The title of the report includes the name of the type of document and its brief content, for example: labor report, gas consumption report, product delivery report, etc.

Reporting requirements

Reporting documents are drawn up in all areas of the organization's activities. For many types of reports, regulatory or methodological documents are developed that determine the procedure for their preparation.

The report should indicate:

- the name of the organization (department) that prepared the report (in some reports it is also necessary to indicate the legal address of the organization and information about the licenses on the basis of which the organization operates);

- title of the report;

- the date of the report, as well as the date or terms of the work, based on the results of which the report was drawn up;

- registration number;

- place of preparation of the report;

- compilers (executors) of the report;

- basis for drawing up the report;

- signature of the person responsible for drawing up the report, or signature of persons if the report was prepared by a group of persons;

- the seal of the organization, if required by regulatory documents.

Certain types of reports are approved by the head of this or a higher organization. This mainly concerns intra-organizational reports and reports on the activities of the organization (annual), submitted to the parent organization.

In the text of the report, depending on its purpose, an exact description of the object of research or analysis may be given, the progress of work, the methods used, the applied regulatory documents, calculations and final data may be provided.

The report can be drawn up with or without a title page.