How To Create An Annual Report in Apple Numbers?

An annual report is a thorough report on a company or organization's activities. This document is intended to give information to shareholders and other people who are interested in the company's operations and financial performance throughout the preceding year. Investors can use the data provided in an annual report in checking the financial status and predicting the future direction of a company. Making an annual report is essential in making quality decisions, protecting your interests, setting a goal, getting everyone on the same page, and so forth. Reporting has been a conventional practice in the corporate world; in fact, there are daily, weekly, monthly, and quarterly reports.

Here are some guidelines that you can follow in making a comprehensive annual report.

1. Gather All Necessary Data

Your report could get hazy if its inputted data are only those of the tip of an iceberg. You have to dig all necessary data since they are valuable like gold. Before you start making a draft for your annual report, you have to determine the report's purpose, and then you must conduct research and study all the documents—such as financial statements, plans, and proposals— in the preceding year.

2. Decide The Structure

The annual report of a company might be different for others, and it is a well-known fact. If your company has a standard format, then you have to follow it; however, if there's none, then it solely depends on how you decide its structure. The general structure of a report always starts with a title page which are then followed by an executive summary, table of contents, introduction, terms of reference, procedure, findings, conclusions, recommendations, bibliography, and appendices. The given format can be altered depending on the report's details.

3. Make A Draft

Now that you have gathered the data needed, as well as how you are supposed to structure your annual report, this is the high time for you to make a draft. In your draft, you can congest various data—including operational, progress, growth, product or service quality, security, safety, budget, and so forth— which you can eventually polish further. Remember, an annual report is a technical document. In technical writing, even tidbits data, as long they're necessary, should be presented and adequately arranged. You can achieve that through outlining. The advantage of making a draft is that it allows you to have a well-documented report by determining what should be and what should not be included in it.

4. Draw Conclusions And Make Recommendations

Before drawing conclusions and making recommendations, you have to analyze first the findings of your report. Remember, you are making conclusions based on what you have found; therefore, do not give room for a new discussion by adding new information in this part of your report. You have to be keen on this part of the document since it is the focus of most readers. Moreover, you have to provide solutions to the reported problem, as well as what you think should happen after that.

5. Finalize

Drafting can get the best out of you. A person can have several drafts before he/she becomes satisfied with the outcome of his/her writing to make it clear, comprehensive, and effective. After you're done with drafting, it is now the right time to finalize your report. You can use symbols, charts, diagrams, tables, illustrations, and graphs in presenting some data. You can also use our annual report templates where all you have to do is customize it according to your preference. If you are using an Apple device, we suggest that you use Apple software programs in editing the template such as Apple Numbers and Apple Pages.

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