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How to Write an Operations Report [10+ Templates to Download]

When running a business successfully, monitoring your daily, weekly, quarterly, or monthly performance and management is a must. You need the report summary to create a review and improve your customer service, products, and relations. Get this done by writing an operations report document. If you are new to the job, you may get 4 types or more kinds of operational reports online, which may be confusing. When you learn how to write an operations report yourself, you can efficiently send updates and documents. Our sample documents will also help you write content for a warehouse operation, board member management, IT development, technology recommendations, hotel services, medical facilities, and more. With the proper headers and sample details, you can simply replace them with the necessary information, and you get to submit a professionally-written operations report in no time.

11+ FREE & Premium Operations Report Templates - Download NOWBeautifully Designed, Easily Editable Templates to Get your Work Done Faster & Smarter.

7 Steps for Creating an Operations Report

Step 1: Understand the Goal of the Report

There is a reason as to why the report needs to be done and it helps to know exactly what this is. Knowing the purpose of the report will give you an idea as to what it is that you need to gather information on and the sources that you will use to obtain what you need.

Step 2: Know the Period You Need to Cover

You may have to do a report which covers a specific duration of time. What this means is that you could be tasked with coming up with daily reports, or it might be in weekly or even monthly intervals. Make sure that you know the exact period that you need to cover so that you can prepare everything you need.

Step 3: Look for the Information You Need

The type of information that you would need to put into this kind of report will depend entirely on the type of business. Take note that an operations report typically reflects the current levels of activity within a business as well as any significant impact it may have had during recent events.

Step 4: Categorize What You Have Managed to Gather

You must categorize every piece of data that you have gathered to make it easier for those who have to go through the report. For example, the report may contain data in categories such as employee attendance rates, the number of sales made, customer complaints that have been filed, and more.

Step 5: Report on Successes

Since many different operations can take place within the business, there may have been some that have been done exceptionally well. You will want to point those out as that will inform the higherups regarding the business’s strengths and it can help figure out ways how to maintain the success.

Step 6: Specify Failures and Problems

If there are positives, then there are also negatives. It is possible that some operations did not meet expectations and that there were issues that could have led to that. It is in your best interest to do a risk analysis so that you can point out these issues. Make sure to share the shortcomings of the business.

Step 7: Make Your Conclusion

After you’re done specifying the ups and downs of the report, then the next thing to do is to make your conclusion and suggestions. Based on all of the data that you have managed to gather, draw a conclusion that shows the current state of the business and come up with suggestions that think can benefit the business

10+ Operations Report Template

1. Weekly Operations Summary Report Template

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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 template to help you come up with one where you can easily cover everything that there is to know about the entire week.

2. Business Operational Plan for Project Report

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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.

3. Monthly Operations Report Template

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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 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.

4. Customer Service Delivery and Operations Report

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Those who are in charge of businesses that specialize in deliveries will want to be updated on their performance. With this 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.

5. Weekly Performance Operations Report Sample

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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.

6. Medical Annual Management Operations Report

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7. Daily Operations Summary Report Template

Details
File Format
  • PDF

Size: 9 KB

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8. Board Operations Review Report Template

Details
File Format
  • PDF

Size: 382 KB

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9. Quarterly Warehouse Operations Report Template

Details
File Format
  • PDF

Size: 563 KB

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10. IT Technology Operations Report Template

Details
File Format
  • PDF

Size: 27 KB

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11. 4 Types Hotel Operations Report Template

Details
File Format
  • PDF

Size: 169 KB

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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 report which spans throughout the entire business year, then you’ll find that this template is exactly what you need.

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