How to Make/Create an Operations Report [Templates + Examples] 2023
Operations reports are a basic requirement for any business, company, or organization. From construction to finance to software, all industries use operations reports to aid their decision-making and overall performance.
Table of Content
- Build an Operations Report – Step by Step Instructions
- Operations Report Templates & Examples
- Weekly Operations Summary Report Template
- Business Operational Plan for Project Report
- Monthly Operations Report Template
- Weekly Operations Report Template
- Customer Service Delivery and Operations Report
- Weekly Performance Operations Report Sample
- Medical Annual Management Operations Report
- Daily Operations Summary Report Template
- Board Operations Review Report Template
- Quarterly Warehouse Operations Report Template
- IT Technology Operations Report Template
- 4 Types Hotel Operations Report Template
- Continuity of Operations Plan Template
- Operational Plan for Project Report Template
Build an Operations Report – Step by Step Instructions
The content of your operations report would largely depend on the type of business or industry you are engaged in. However, there are general steps you can follow to craft a basic operations report.
Step 1: Establish the Objective of the Report
As preparation for creating your operations report, it is important to understand the goal behind the report. Whether it is to address areas of improvement or cut costs, every report should have an objective.
Step 2: Choose a Suitable Template
To save yourself time and effort, select an editable template so you don’t have to start from scratch. There are a number of available templates to choose from.
Step 3: Download Your Preferred Template
Once you have picked out your desired template, choose your preferred file format. The commonly used formats include Microsoft Word, Google Docs, and Apple Pages.
Step 4: Determine the Time Period
An operations report must always state the duration or time covered. In other words, indicate whether it is a daily, weekly, monthly, or quarterly operations report and specify the dates in your report.
Step 5: Title, Company Name, and Author
As an introduction, start by providing preliminary information. Depending on your needs, this information can be the title, company name, project name, and the full name of the person who wrote the report.
Step 6: Categorize the Information
It is up to you how to organize and arrange your information. You can even create a table and label each column accordingly then input the necessary data (tasks, status, etc.), as seen in the example above.
Step 7: Percentage Completed
As a way to determine and monitor the progress in operations, indicate the percentage completion in one column. It is important to constantly update the percentage whenever there are changes or developments.
Step 8: Successes and Areas of Improvement
You might also want to highlight important developments- whether positive or negative- in your report. Being transparent about the successes, milestones, failures, and areas of improvement is crucial for an accurate and credible operations report.
Step 9: Report Summary
Operations reports are usually detailed and lengthy. Thus, it is recommended to include a brief paragraph summarizing the main points of the report.
Step 10: Review and Approval
Once you are done inputting the data, leave adequate space for your supervisor or manager to affix their signature. It is important to have someone else check and review your work before submitting the final report.
Step 11: Choose a Format to Download
Depending on what platform you are using, you can retain the original format or change it according to your preferences. The common file formats for reports are Word Doc or PDF format.
Operations Report Templates & Examples
Whether you are constructing a building or manufacturing raw materials, day-to-day operations is what facilitates business continuity. For those in charge of running daily operations, they are required to submit regular reports because they are answerable to management or the owners of the company. The different operations report templates are helpful references your team can use for your deliverables.
Weekly Operations Summary Report Template
Certain positions within a company may be required to provide reports on the business’s weekly performance. If you are required to provide such a report, then use this simple template to help you come up with one where you can easily cover everything that there is to know about the entire week.
Business Operational Plan for Project Report
Conducting a project means that everything has to go well to ensure that it is properly completed. So if you need to make a document that points out whether things in the project are going smoothly or not, then you should use this operations plan for project report templates.
Monthly Operations Report Template
Weekly Operations Report Template
Stakeholders may want to know how a business performs at the end of every month. If you need to provide them with a document that shows them exactly what they need to know, then you should use this sample template. With it, you’ll be able to show everything from the level of performance being delivered to the successes or failures of the business.
Customer Service Delivery and Operations Report
Those who are in charge of businesses that specialize in deliveries will want to be updated on their performance. With this formal template, you can make a document which shows whether deliveries were made on time, if employees arrive at work when they need to, the number of satisfied customers, and so on.
Weekly Performance Operations Report Sample
If you need to provide information on a business’s weekly performance, then it is in your best interest to download and use this template. Once you have it, you can use Microsoft Word, Google Docs, Apple Pages, or other programs which will allow you to open and customize it.
Medical Annual Management Operations Report
Daily Operations Summary Report Template
Board Operations Review Report Template
Quarterly Warehouse Operations Report Template
IT Technology Operations Report Template
4 Types Hotel Operations Report Template
There are some stakeholders and business owners who may want to learn about the performance of their business within a year’s time. Should you be required to make a simple report which spans throughout the entire business year, then you’ll find that this basic template is exactly what you need.
Continuity of Operations Plan Template
Business continuity is what many companies strive for. Use this continuity of operations plan to plot your long-term operations goals.
Operational Plan for Project Report Template
The operational plan for project report can be used for different industries and sectors. However, it is recommended for project management officers and specialists.
What is in an operations report?
An operations report contains detailed and comprehensive information about a company or organization’s day-to-day performance and operations, particularly in terms of production and deliverables.
What is the purpose of an operations report?
The purpose of a operations report is to provide important and up-to-date information regarding the concerns, needs and deliverables of a company.
What are the benefits of operations reports?
An operations report provides a comprehensive view of an organization or company and helps monitor everyday activity and progress.