Let's start by understanding what a report is and what it can do: A report is a type of data report presented in a table, graph, or other form that provides information about a specific business activity to help decision-makers understand the business, make decisions, track progress, and monitor results. Reports can be created manually or generated through automated tools, and they typically contain data on sales, inventory, finance, human resources, and other key business metrics. According to these functions, the types of reports have become diverse!For example, (the following mainly takes Finereport, an enterprise-level web independent reporting platform independently developed by Finesoft, as an example):
1. Sales report:
Generally speaking, the sales report is a report that reflects the sales performance and customer situation of the enterprise, including sales, sales volume, customer information, market share and other data. These reports are mainly used to analyze sales trends, optimize sales strategies, and understand customer needs. The main functions are as follows:
Among them, the sales report contains many specific report types, and the following will recommend several common sales report types in enterprises:
1. Sales plan entry form: It is a form used to collect and organize sales plans, which is used to help business managers understand the sales situation and formulate corresponding sales strategies. It usually includes: product information, sales targets, sales strategies, sales feedback and other information: through the sales plan entry form, business managers can better understand the sales situation, formulate more effective sales strategies, and improve sales and customer satisfaction.
2. Customer Call Plan Entry Form: It is a form used to record and organize customer call plans to help sales reps better manage customer call activities and improve sales efficiency. This will typically include the following information: customer information, purpose of the visit, time of visit, etc. With the Customer Call Plan Entry Form, sales reps can better manage customer call activities, ensure that visits are on schedule, and improve call efficiency and success rates.
The data report template mentioned in the example is shared with you——
Hatps://S.Funruyan.com/54USP
Zero-based quick start, but also according to the needs of personalized modifications
3. Sales management table: statistics on the changes in the sales of each product in the enterprise, observe the change curve and trend, and assist the enterprise in decision-making.
2. Inventory report:
The inventory report is a report that reflects the inventory status of the enterprise, including data such as inventory quantity, inventory variety, and inventory location. These reports are mainly used to monitor inventory levels, avoid stockouts, and improve inventory turnover. It can help enterprise managers better grasp the inventory situation, including inventory quantity, inventory amount, inventory age, inventory turnover rate and other indicators.
According to different needs, inventory reports are also divided into different types, such as:
1. The overall analysis report of sluggish goods: It is used to reflect the inventory age of the items in the inventory, including the distribution of inventory age, the proportion of inventory age and other indicators, to help enterprise managers find and deal with sluggish inventory in a timely manner and avoid capital occupation and waste.
2. Inventory turnover report: It is used to reflect the inventory turnover, including inventory turnover rate, inventory turnover days and other indicators, to help enterprise managers understand the liquidity and operational efficiency of inventory.
3. Inventory change analysis table: It is used to reflect the receipt, dispatch and inventory of various items in the warehouse, including the balance of the previous period, the income of the current period, the issuance of the current period and the balance of the current period.
3. Financial Statements:
Financial statements are statements that reflect the financial status of a business, including balance sheets, income statements, and cash flow statements. This type of statement is mainly used to understand the assets, liabilities, income, expenses and cash flow of a business, and to help decision-makers make investment decisions, make budgets and evaluate the financial situation.
1. Cash flow statement: The cash flow statement is one of the three basic reports of financial statements, also known as the statement of changes in financial position, which expresses the increase or decrease of an institution's cash (including cash equivalents) in a fixed period (usually monthly or quarterly). The appearance of the cash flow statement is mainly to reflect the impact of each item in the balance sheet on the cash flow, and is divided into three categories of activities according to its use: operation, investment and financing.
2. Gross Profit Analysis Table:
3. Monthly asset statement: The monthly asset statement is a financial statement that reflects the asset status of an enterprise at the end of a certain month. It includes information such as the increase and decrease of enterprise assets, liabilities, and changes in net assets, which is an important basis for enterprise decision-makers to analyze and evaluate the financial status of the enterprise, and can also be used as an important reference material for regulators to review enterprises. Through the monthly asset report, you can also understand the profitability and income of the enterprise in the current period, so as to analyze the future development trend and help the enterprise make investment decisions.
Other business reports: In addition to the above common report types, other types of reports can also be customized according to specific business needs, such as market research reports, procurement reports, production reports, etc. If you are interested in more report types, you can click on the blue link, we have a free Finereport help document to help you quickly get started with Finereport and become a data analysis master easily!
4. Functions of reports in multi-dimensional business scenarios and business needs:
In conclusion, different types of reports are suitable for different business scenarios and needs, and they can help business decision-makers better understand the business situation, make decisions, track progress, and monitor results. In order to better realize the value of reports, enterprises should select appropriate report types and data sources according to business needs, and regularly review and analyze report data in order to identify problems in time and take corresponding measures. After understanding the different types, we need to use appropriate reporting tools to help data analysts conduct statistics and analysis of data, and Finereport is a report tool owned by Finesoft, which has powerful functions, ranging from report filling, query, deployment, and integration, to visual large screen and Dashboard data cockpit production.