How to Create a High-Level Info Report
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Table of Contents
There are many different types of reports. Executive level reports are important for senior managers who need streamlined data to make critical business decisions.
A good high level info report will incorporate all the different goals and strategies for a project in a high-level overview. The key is not to include too many details as this will be overwhelming for the reader.
Formatting
To make your report as clear and persuasive as possible, you need to format it correctly. This is more than just correcting grammatical errors, and also includes checking the overall structure of the report. It’s important to take into account the report’s initial objectives and how it will be used by your audience.
Your table of contents should include the main and secondary headings for your report, with their respective page numbers. This makes it easy for your audience to locate specific sections and paragraphs of information. For longer reports, consider including a table of contents in the beginning and ending of your report to help readers keep track of their location in the document.
Your body content is where all of your findings are compiled into the largest section of your report. Depending on the scope of your research, this section may contain several (up to 50) pages. It’s best to follow your original outline for the content creation process to maintain consistency in the report flow.
Design
High level info reports allow for a broader view of your business. They help executives stay informed on key performance indicators that affect their bottom line. High-level reporting covers multiple departments and focuses on how each department contributes to your overall success. To create a high level info report, use visual aids like graphs and charts to highlight key performance indicators and trends. Then, break the information down using easy-to-read paragraphs and bulleted lists.
Use consistent fonts and sizes throughout your report to avoid confusion and make it easier for your audience to navigate. Stick to readable fonts with little or no strokes on the ends of each letter for better readability. Make sure to leave ample margins for white space and avoid crowded pages. Also, use left-aligned text to prevent skimming.
Lastly, add data visualization to your report to make it more engaging for your audience. These visuals can help explain your report’s content and provide a more meaningful analysis. Use colors consistently to designate different meanings in a chart or graph, and be sure to use contrast between shape and color to emphasize the most important information.
Visuals
Visuals bring data to life and are an essential part of your report design. Choosing the right visuals to tell your insight story is crucial to ensuring that you are delivering your report’s key takeaways.
When creating your report, it’s important to consider how to organize the layout of your visuals so that they are easy to read and digest. Using clear text hierarchy, appropriate contrast, and a 2-column layout will all help people easily navigate your report. This will also allow them to skip through sections that aren’t relevant to them and focus on the most important information.
Choosing the right visuals to represent your data is important as it will impact how your audience interprets and understands your insights. There are many different types of visuals available, which are best suited for various uses:
Content
A high-level report is one that skips a lot of details to provide an overall big-picture understanding. It’s a good way to keep stakeholders updated and informed during the project without getting bogged down in the specifics.
The first thing you’ll want to do is determine the report’s audience and tailor your content to their needs and expectations. This will also help you decide what tone to use and any jargon or terminology you might need to define. For example, if you’re reporting to managers in your own company, it might be acceptable to use a more formal tone and technical language than when writing for new clients or customers who may not be as familiar with the industry.
Once you’ve established your report’s objectives and goals, you can start creating the main body of your document. It will likely be the longest section of your report and it’s important that you create this in sections and subsections. This will make it easier for your readers to find the information they’re looking for while allowing you to stick with your original report structure.
Also Read: Unveiling the World of Commercial Software: Powering Productivity and Innovation
Conclusion
Easily track and share client leads and marketing metrics with HighLevel, a reporting tool that integrates with your CRM, project management and other business tools. Get clear visibility into how your agency’s efforts are moving leads through crucial marketing and sales stages.
