How Do You Make A Good Report in Finance?

Introduction on how to make a good report in finance on an orange background with an illustration.

If you want to boost your company’s performance, you must properly discover, retain, manage, and measure crucial business data through in-depth research and creating a good report.

Additionally, you need to define and measure success to tell how well your company is doing.

Moreover, you should concentrate on producing reports that are valuable and offer useful information. But how could you improve your reporting?

Based on my 14 years of experience, I identified 10 things you can do to make your reporting more valuable:

#1: Audience

Review who should get it, why, and how it is going to be used.

#2: Timing of Good Report

Review how often and when you should send it.

#3: Push Vs. Pull

Determine if it should be retrieved on a web page (pull) or should be sent (push).

#4: Business Data

Add operational data in addition to the financial data.

#5: Format the Report

Choose the format with the most added value. For example, you can choose between PDF, Excel,  PowerPoint, a webpage, or an email.

#6: Standardize

Use the same color, code font, and abbreviations. Standardize as much as you can.

#7: Declutter

Try to eliminate as much unnecessary information as possible.

#8: Comments

You can include commentaries to add extra value and context.

#9: Good Report Needs to be Reusable

Make it easily reused in a presentation (size, colors, font).

10. Self-explanatory

The report should speak for itself. Therefore, use titles, highlights, shapes, footnotes & comments.

The Bottom Line – Importance of A Good Report

High-quality information is essential to the effective administration of your business, and good reports encourage improved internal decision-making. Therefore, providing high-quality business reports is in the best interest of good management and the functioning of your company.

Additionally, you can take my course to learn how to make them better for finance professionals who wish to transition into a new role.

You can also subscribe to my newsletter to receive more tips and insights about finance, FP&A, and controlling.

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