Sample periodic report

Answer 1

A periodic report is normally a weekly, monthly, quarterly, semi-annual, or annual report. These reports usually have a standard format designed by the company or agency to their own requirements. Reports are standardized so that consistent information can be supplied to management. A report is designed so that the reporting party knows what will be expected to report and can be compiling the information throughout the reporting period; then can easily fill in the information to be able to submit the report by a deadline. There is always a deadline. Each department or reporting division may have a slightly different but similar report. Sample:

XYZ Corporation

Customer Service Department

MANAGER:

QUARTER:

DATE:

EMPLOYEES ON STAFF FOR QUARTER:

INCOMING CUSTOMER SERVICE CALLS:

OTHER CALLS:

NEW CUSTOMER ISSUES:

REVIEW OF SERVICE PROVIDED:

STAFF ISSUES:

NON-PERSONNEL EXPENSES:

MANAGER'S COMMENTS:

A company or organization can have their internal information system set up so the the numbers for items such as number of calls coming into the customer service lines, number of staff, expenses, and many other types of data automatically fill in these items for the reporting manager so that the manager need only fill in the variables and the text items.