A weekly report communicates the progress, accomplishments, and issues encountered in a given week.
- Types of Weekly Reports Part 1
- How to Write Effective Weekly Reports Part 2
- 10 Weekly Report Templates: Free Download Part 3
- How to Make Status Reporting Easier Part 4
- Additional Sources Part 5
Types of Weekly Reports:
Internship Weekly Report
A report submitted by a student who is undergoing an on-the-job training, this particular type of weekly report accounts for all the activities of the student during the week related to his practice. Detailed and precise, it describes what the student has been doing, how, why, and what he has learned. It also asks for electronic files or samples of what the intern is currently working on.
Aside from describing the intern’s work during the reporting week, it also allows the intern to narrate his accomplishments and the issues he encountered and what he has learned from those things. It also allows him to state how he was able to apply what he learned at the school to perform a task or solve a problem in the place where he has his internship.
It is also through the weekly report that the intern can report any problems he encountered related to his internship to the school coordinator.
Marketing Weekly Report
A weekly marketing report accounts for the performance of all activities related to the promotion of a service. A weekly marketing report gives an update on the performance of both inbound and outbound marketing efforts and whether these activities are driving sales. These weekly reports help ensure that there will be no breakdowns in the activities that will affect its month-to-date progress.
A report on inbound marketing activities involve a review of website traffic, blog traffic, and leads, while a review of outbound marketing activities includes taking a look at the figures generated through advertising, cold calling, direct mail, and others. It also includes updates on the main marketing metrics such as, but not limited to, customer acquisition cost, customer lifetime value, marketing originated customer percentage, marketing influenced customer percentage, and other factors that may be identified by the company or organization.
Weekly Sales Reports
Weekly sales report helps gauge how a company is meeting its sales targets. It also provides an opportunity for the enterprise to see downward sales trends and resolve it before it becomes too low which will definitely have an impact on the monthly or quarterly sales. Weekly sales report also accounts for issues occurring weekly to let the company find a way to address it.
Weekly sales report usually includes basic information such as the writing date, name of the department for which the sales report is being prepared, sales region, and a comparison of sales between weeks. Most importantly, weekly sales report should include an analysis of how sales performed for that week and the factors which contributed to the increase or decrease in sales.
Weekly Report of an Employee to Supervisor
Accounting for tasks during the week, a company may require its employees to submit a weekly report to their supervisor. The said report may include a summary of the week’s activities, including the accomplishments and problems encountered, and the plans for the following week.
A company may have a standard format for the weekly report to be used by the employees. It could be in the form of an email, a Word template, or it could be a collaboration tool like status.net.
When submitted to the supervisor, this report provides an overview of how the employee performed during the week without the need for him to constantly keep in touch with the employee.
The weekly report enables supervisors and managers to maintain track of an employee’s progress and tasks during the week. It helps the superior and the staff to set performance targets and monitor whether these objectives are being met. It also allows the supervisor to see if his team needs coaching.
Weekly Report of the Project Team to the Stakeholders or Others
Stakeholders are persons or group of individuals with interest in a project. The project team may be required to prepare a weekly report to these stakeholders. Other than that, they may also need to furnish other concerned departments within the organization of the same weekly report.
The purpose of this weekly report is to provide information and updates to these individuals or group of people so that they will have an idea of where the project is at the moment and if the project and the team need assistance or intervention.
This weekly report presents quantitative data which may be submitted in the tabular or graphical form.
Its qualitative component includes an executive summary of a week’s work, risks, and objectives for the next week. The team may also report on project milestones reached and issues which the stakeholders may need to decide on.
A weekly report for other departments within the organization may include the team’s request for assistance.
Weekly Expense Report
A weekly expense report accounts for all expenditures made during the week. However, the contents of this report may vary depending on the purpose why the report was made. Therefore, it’s important to have knowledge of what the report is for and why the company needs it.
For example, an employee who is on an official business trip may need to submit his weekly expenses report so he may claim reimbursement for such or as a liquidation of the cash advance given to him for this journey.
A construction project manager may also need to submit a weekly expenses report accounting for all the materials bought and other expenses made for the building project. A customer relations department may also prepare a weekly report of expenditures made in connection with entertaining guests or visitors of the company or organization.
Weekly Report on the Key Performance Indicators
A weekly report on key performance indicators measures the performance of the business in certain areas of the firm. The KPIs are criteria used by the company to determine whether they are on the right path towards the fulfillment of their goals or if they are not meeting performance targets.
It gives the company an idea whether things are going according to plan or if there are adjustments that they need to make in order to catch up, in case they are lagging behind.
Prior to the creation of weekly KPIs report, the company or the team may need to decide on their key metrics to focus on, as a flurry of additional performance metrics may not really reflect the real status of the company. Choose only those which best reflect the company’s competitive advantage over the others and keep an eye on those things.
How to Write Effective Weekly Reports
Know the Purpose of the Weekly Report
While weekly reports account for the activities for the week, it helps knowing why management wants this report. There are different purposes for a weekly report as much as there are different types of it.
An internship coordinator may need it to see how the intern is learning and showing progress. A store manager may need to submit weekly sales report to the main store to summarize the branch’s sales and logistics for the store such as orders, inventories, promos, price changes, and others.
Know Who Will Read the Weekly Report
It simplifies the reporting process as the language, and the information which will be included in the report may already be determined once the readers of the report are identified. For example, if the report will be read by the legal department, there is no need to expound on the legal basis of the project or the decision made. However, you must explain these things if the readers of the report consist of executives of the company.
Present the Data and Information According to Its Importance
It’s beneficial to prioritize the main points.
Generally, the first part should be a summary, and following portions can provide an analysis of the figures.
Deliver the Report in a Compelling
Create headings and subheadings that allow the readers to quickly scan sections and have an idea of what it’s about. Write in clear and simple sentences to demonstrate clarity and structure of thoughts.
Use active verbs and avoid writing using passive voice. Make sure that the report has no error and free from jargon and technical terms.
Weekly Reports: Free Downloads
Free online tools for work:
1. Fluxes.com — Free Project and Task Management Software
2. Status.net — Software for Daily and Weekly Status Reports
How to Make Status Reporting 10x Easier
How to configure status reports on status.net:
- Create a “Weekly Status Report” applet — customize our preset forms or easily create a new form in minutes.
- Setup reminders if you want your team members to receive automatic reminders when their reports are due.
- Configure who will submit reports by choosing the “Participants” tab.
Step 2: Users will click the “Open Submission Form” button to fill in and submit the report.
Data such as the report type, date and name will be added automatically.
As soon as a new status report is added, participants with “View” rights can view it in real time.
- Set the applet as “Team-wide” if you want all team members to view each other’s status reports.
- Alternatively, you can make every participant to view his/her own reports only. Manager/stakeholders will view all reports.
- Add, remove, and assign new team members at any time.
Step 3 (Optional): Generate a report and export it to PDF.
(Skip this step if you share status reports online and don’t print them.)
Click “Generate Report”.
- Make reporting easier with auto-fill:
Fields such as date, name, report type, and formatting are inserted automatically by software.
- Consolidate reports automatically:
Reports created by your team members can be consolidated easily.
- Save time with auto-layout:
No need to spend hours in Word or Excel perfecting the report’s layout because it exports your updates into a beautifully crafted file with a couple of clicks.
- Peace of mind with auto-reminders:
No one forgets to fill in their status reports because status.net sends timely reminders according to the schedule you chose.
- Decrease time and effort spent on monthly, quarterly, and yearly reporting thanks to powerful filtering and export features.
- Optionally, enrich reports with the latest updates automatically added from web apps your team uses (such as popular free task management software Fluxes.com, and other project management tools, version control systems, support systems, financial applications, etc.) by connecting these apps to your status applet.
- Quick sharing:
Status reports can be either
– exported to files and printed, or sent by email;
– shared with the manager online (in real time);
– shared online (in real-time) as company-wide or team-wide status reports, i.e., all team members share their progress with each other — spend less time on meetings.
Sign up now to make status reporting easier for your team.