MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 A report is a statement containing

facts.
 The essence of the management
information system and can be
related to past, present, or future data.
 A communication containing useful
and needed information.
 It is used between two or more
parties.
 It is used for making decisions and
relevant actions.

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 REPORT ESSAY

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

REPORT ESSAY

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

REPORT ESSAY

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

REPORT ESSAY

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay
 info/data
raises questions
defined and specified

insights
attempts to answer them
uncertain

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay
 REPORT ANALYTICS
PURPOSE Provides information/data Gives insights
Shows what is happening Explains why it is happening
Raises questions Attempts to answer the question
TASKS Consolidating Questioning
Organizing Interpreting
Formatting Exploring
Summarizing Comparing
Confirming
REASON FOR USE To get a thorough understanding of a To interpret data at a significantly deeper
company’s current operational processes level
USE To pull information from raw data To understand this information to understand
trends and make better, well-educated
business decisions in the future
RESULTS Pushed to users for review Users pull results to answer questions
VALUE Translates data into information Offers recommendation to drive action
Provides business owners with the value of Provides business owners with the value of
being able to understand their data knowing what they can do in the future
STRUCTURE Defined and specified Uncertain
CONTENT Uses graphs, dashboards and charts Ad hoc responses, analysis presentations, key
findings and recommendations

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay
 3 Steps to Building an Analysis
1) Start with specific questions.
2) Identify data resources.
3) Interpret results.

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

According to Objects and Purpose
According to Nature
According to Period
According to Functions

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 EXTERNAL REPORTS  INTERNAL REPORTS
Examples: Examples:
 Balance Sheet  Balance Sheet
 Income Statement  Income Statement
 Statement of Cash Flows  Statement of Cash Flows
 Cost of Production/Costing Report
 Production Trends
 Capacity Utilization
 Labor Turnover Reports
 Sales Reports
 Collection Reports
 Expense Reports

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 ENTERPRISE REPORTS  CONTROL REPORTS  INVESTIGATING REPORTS
Examples: Examples: Examples:
 Balance Sheet  Variance Reports  Incident Reports

 Income Statement  Ratio Analysis  Spot Reports

 Income Tax Reports

 Chairman’s Report
 Employment Report

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 ROUTINE REPORTS  SPECIAL REPORTS
Examples: Examples:
 Statement of Production  Market Analysis
 Statement of Expenses  Technological Changes in Industry
 Problems about Raw Mat Purchases
 Trade Association Matters
 Secretary Report on Company Matters
 Make or Buy Decisions
 The effect of labor disputes on
production and cost of production
 Report of Effect of Change in
Government Policy

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 OPERATING REPORTS  FINANCIAL REPORTS
Examples: Examples:
 Control Reports  Financial Performance Report
 Information Reports  Financial Position Report
 Funds Flow Report

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

 JARLS COMPANY
ORGANIC FERTILIZER SALES (IN KILOS)
For the Periods Ended January 1 to June 30, 2021

Month EXTERNAL WALK-IN CONSIGNMENT TOTAL

Jan-21 10,000 70,670 480 81,150
Feb-21 6,000 18,310 2,635 26,945
Mar-21 40,000 22,700 8,545 71,245
Apr-21 95,000 25,475 11,150 131,625
May-21 172,550 51,600 22,875 247,025
Jun-21 37,300 4,525 10,550 52,375
360,850 193,280 56,235 610,365

TO-DO Online Quiz: Prepare two (2) reports based on the given
data by the Sales In charge of the company.
MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay
MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay
Assignment – Major Performance Task for Prelim:

1) Prepare an Analysis based on your given reports. Follow the 3

Key Steps to Building Analysis.
2) Based on your Analysis, give three (3) Findings and three (3)
Recommendations.

CRITERIA:

Report Presentation 20%

Analysis Presentation 40%
Findings & Recommendations 40%
100%

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay

MANAGEMENT REPORTING (AY 2021-2022) by Maria Jeannie Balatucan Curay