How to Make/Create an Operations Report [Templates + Examples] 2023

Operations reports are a basic requirement for any business, company, or organization. From construction to finance to software, all industries use operations reports to aid their decision-making and overall performance.   

Build an Operations Report – Step by Step Instructions

The content of your operations report would largely depend on the type of business or industry you are engaged in. However, there are general steps you can follow to craft a basic operations report. For a wider selection of weekly status report templates, check out more options here.

Step 1: Establish the Objective of the Report

As preparation for creating your operations report, it is important to understand the goal behind the report. Whether it is to address areas of improvement or cut costs, every report should have an objective. Find more operations report format templates by visiting this link.

Step 2: Choose a Suitable Template

To save yourself time and effort, select an editable template so you don’t have to start from scratch. There are a number of available templates to choose from. 

Step 3: Download Your Preferred Template

Once you have picked out your desired template, choose your preferred file format. The commonly used formats include Microsoft Word, Google Docs, and Apple Pages. View a wider selection of field report templates right here.

Step 4: Determine the Time Period

An operations report must always state the duration or time covered. In other words, indicate whether it is a daily, weekly, monthly, or quarterly operations report and specify the dates in your report. 

Step 5:  Title, Company Name, and Author

As an introduction, start by providing preliminary information. Depending on your needs, this information can be the title, company name, project name, and the full name of the person who wrote the report.

Step 6: Categorize the Information

It is up to you how to organize and arrange your information. You can even create a table and label each column accordingly then input the necessary data (tasks, status, etc.), as seen in the example above.  Explore a variety of monthly management report templates here.

Step 7: Percentage Completed

As a way to determine and monitor the progress in operations, indicate the percentage completion in one column. It is important to constantly update the percentage whenever there are changes or developments. 

Step 8: Successes and Areas of Improvement

You might also want to highlight important developments- whether positive or negative- in your report. Being transparent about the successes, milestones, failures, and areas of improvement is crucial for an accurate and credible operations report. Check out more accident report form templates available here.

Step 9: Report Summary

Operations reports are usually detailed and lengthy. Thus, it is recommended to include a brief paragraph summarizing the main points of the report. 

Step 10: Review and Approval

Once you are done inputting the data, leave adequate space for your supervisor or manager to affix their signature. It is important to have someone else check and review your work before submitting the final report.  You can take a look at these construction daily report templates provided here.

Step 11: Choose a Format to Download

Depending on what platform you are using, you can retain the original format or change it according to your preferences. The common file formats for reports are Word Doc or PDF format.  

Operations Report Templates & Examples

Whether you are constructing a building or manufacturing raw materials, day-to-day operations is what facilitates business continuity. For those in charge of running daily operations, they are required to submit regular reports because they are answerable to management or the owners of the company. The different operations report templates are helpful references your team can use for your deliverables. Browse through more project status report templates here.

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

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.

Monthly Operations Report Template

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Weekly 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 sample 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.

Customer Service Delivery and Operations Report

geant.org Download Now

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

Weekly Performance Operations Report Sample

indico.cern.ch Download Now

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.

Medical Annual Management Operations Report

unrwa.org Download Now

Daily Operations Summary Report Template

usbr.gov

Details

File Format

• PDF

Size: 9 KB

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Board Operations Review Report Template

sppub.halton.ca

Details

File Format

• PDF

Size: 382 KB

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Quarterly Warehouse Operations Report Template

rura.rw

Details

File Format

• PDF

Size: 563 KB

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IT Technology Operations Report Template

elexon.co.uk

Details

File Format

• PDF

Size: 27 KB

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4 Types Hotel Operations Report Template

cisco.com

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

Continuity of Operations Plan Template

Business continuity is what many companies strive for. Use this continuity of operations plan to plot your long-term operations goals.

Operational Plan for Project Report Template

The operational plan for project report can be used for different industries and sectors. However, it is recommended for project management officers and specialists.

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