Small Business Reports Templates

Get Effective Detailed Plans and Objectives for Your Small Business with’s Free Small Business Report Templates. Download Ready-Made Template Formats for Small Business Reports That Cover Expenses, Monthly and Year-End Financial, Sales, and Income Statements, Including Employees’ Daily, Weekly, and Monthly Performance Activities. Download These Essential Templates Today!See more

What Is a Small Business Report?

What this type of business report does is that it provides information on whatever parts of a small business that have been assessed or evaluated. The document would usually cover things like the small business's monthly expenses, daily sales, marketing effectiveness, financial status, etc. Everything piece of information can be used to make important business-related decisions. So if you have any plans of improving business growth and keeping yourself alive in the industry, then be sure to have the right types of reports done and delivered to you. 

How to Make a Small Business Report

1. Understand the Purpose of the Report 

This is something that you have to do immediately do as the information will tell you exactly how you should go about in making the report. Will it be for pointing out all of the restaurant-related expenses? Or maybe it's to provide information on the monthly payroll of a particular employee? Once you've figured this out, you may then move on to the next step. 

2. Gather the Information You Need

Now you are going to have to find all the things you need to provide your report with whatever it is that it should present to readers. The sources that you will be using is dependent on the report's purpose. For example, a report on your small business's project status will require you to go through inventory sheets, inspection forms, worker progress evaluations, etc. Just make sure to know what type of report you are making so that you will know wherever it is that you have to look.

3. Point Out the Person Responsible for Providing the Report

The majority of the readers will want to know exactly who is responsible for gathering the information and coming up with the conclusion and recommendations for the sample report. Aside from the individual's complete name, you may be required to add additional information. This would include address, contact details, job position title, department of origin, and anything else that can be used to identify the individual.

4. Properly Present Everything You Have Gathered

The way to go about doing this is by knowing the format that you have to follow. This can be done much more easily if you use a simple report template as you can simply put in what you've gathered without worrying about the format. If you are going to start from scratch, then you can go through samples of similar reports so that you'll get the idea of how you should organize what you have to present. 

5. Check If There's Anything Missing

The last thing that you want is to submit an incomplete small business report. Make sure that you go through the entire document, check, and proofread if there are any mistakes or inconsistencies that you may have made. If there are any things that you have to correct, then make sure to do so immediately.