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Send a Professional Report

Oh Hiya!



Meg here and as we prepare for a new season outdoors, we also prepare for a new season in business. We provide a variety of weekly, monthly, and quarterly reports to our clients and partners that are critical to our growth. In order to make these reports organized and professional, we use a variety of tricks and tools.

To start, we keep a list of all the reports and due dates handy to be constantly updated during stages of work and completion. Nothing is worse than working through a document that’s already been finished by another member of your team. Our running list is on a white board, but you can start a workable spreadsheet online for your team or you can even use a good old paper to-do list. No matter the method, the most important thing is to stay on task and organized when it comes to producing reports.

Each report has quite a bit of data to keep track of, especially the quarterly reports. As the analytics roll in for our reports, I like to keep it all organized in specific folders using my Smead SuperTab Notes Fastener Folders. With their extra large tabs, I can personalize each folder down to the specific report and nature of the data with plenty of space to spare. Keeping the folders organized with easy to read information makes for a huge stress saver when it’s time to organize it all.

For those times when I need to re-label a folder I always turn to my Avery® Permanent File Folder Labels. They’ve got some great sticking power so I never have to worry about the labels coming off the files getting out of order.

Another great idea is to keep the analytics and data up to date on a running cycle. Whether that means a quick rundown on the information every couple of days or a weekly check in, it will save time in the long run if you keep a continuous eye on it. Some data may not be ready to check during that time but for the reports that are ready, this is a great system. Rather than spending a long few days compiling data and analytics, you can simply pull the information you’ve kept track of for easy and quick access.

Finally, you’ll be ready to present your reports! Make sure that your hard work comes through visually by creating a professional hard copy for your clients using the Fellowes® Galaxy Manual Comb Binding System. All those hours your team has put in organizing data will be ready to show off in a hard copy bound booklet.

No matter how you present it, organizing data and analytics for reports can be a bit time consuming. With the right system you can make it out with less stress and here’s hoping my tips will help you and your team. For a few extra pointers in office organization and productivity, take a look HERE.

Good luck with those reports and until next time,

Meg

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