Employers that assign specific employees to go on a business trip will require a detailed record of everything that happened. What these employees are going to have to make is a business trip report and this article will provide you with the information you need in the event you have to make one.
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5 Steps for Creating a Business Trip Report
Step 1: Provide an Introduction and Overview
The first thing that you will need to do is to provide an overview of the reason as to why you were sent and the results that were expected to come out of the trip. Make sure that you only put in facts and that you do not include too much detail as you’ll be saving that for the next parts of your report.
Step 2: Make the Body
This is where you are going to describe everything that happened during the trip and provide details which show whether or not you were able to successfully achieve the goal. Make sure that you do not withhold any important information as that will only lead to problems between you and your employer.
Step 3: Attach the Expense Report
It is very likely that your employer will want a detailed list of all the things spent during the business trip. This is why you will need to come up with an expense report and attach it to your business trip report. You can choose to include receipts on things spent to ensure that all the costs can be verified.
Step 4: State the Results
Now comes the part where you will need to make comments on whether or not you managed to fulfill the purpose of the business trip. Remember that you have to be as clear as possible when writing down the result, regardless of whether or not you manage to achieve whatever you were set out to do. You can choose to provide comments on any problems encountered and what can be done for better future results.
Step 5: Come Up With the Executive Summary
Once you are done pointing out just about everything an employer would want to know about the business trip, then the last thing to do is to come up with the executive summary. This is basically the summarized version of the entire report and it’s something that you will want at the very front of the document. Make sure it covers everything from the purpose of the trip to the results that were achieved.
7+ Business Trip Report Template
1. Business Trip Report Template
When the time comes that you have to make a report on a business trip you decided or were required to take part in, then know that this template will help you with that. You can use either Google Docs, Microsoft Word, or Apple Pages to open and edit the template to ensure that it has what any good business report needs.
2. Sales Business Trip Report Template
There are business trips wherein their main purpose to find better sales opportunities. If you were tasked to go on such a trip and also provide a report on what you have managed to accomplish, then this is the template for you. Download and use it to point out things like who you talked to, what matters were discussed and the overall outcome of your business trip.
3. Simple Business Trip Report Template
If you are required to make a report on a business trip you have recently taken part in, then you might find it better to make it as simple and straightforward as possible. Should that be the case, then you will definitely want to download and make use of this template.
4. Business Trip Summary Report Template
Let’s say that you just took part in a business trip and you were asked to make a report on what you have managed to accomplish. However, you were also given instruction to provide a summarized version of your report instead of a more detailed one. In this situation, you will want to download this summary report template as it can make exactly what you need.
5. Sample Business Trip Report Template
When making a business trip report, you might find it easier if you have the right template. So in the event that you need to create one, then know that this template is always available for you to download and it may just be exactly what you need.
6. Business Trip Report Example Template
If you have just come back from a business trip and you are required to make a detailed report on what happened, then this is the template that you will need. You can either edit it and fill it in with what your report should have or you can simply use it as a reference if you wish to make one from scratch.
7. Foreign Business Trip Report Template
When the time comes that you are assigned to go on a business trip in foreign areas, you will want to prepare to make a report on why you’re going on the trip and what it is that you have managed to do. To help you with that, this report template will help you make the document you need to show off all that information.
8. Printable Business Trip Report Template
Although you can always send a business trip report that you have made via email or other electronic means, you may also want to provide a physical copy. So if you want to be able to create a trip report that you can print out, then be sure to download this template.