Types of

Management
Reporting
C18 Group 2
 Members:

Khrystal Arnelli Giemar

Claridad Gregorio Lorezo
 Members:

Aionah Winnie
Mahilum Orhin
Overview 4 Technique

1 Introduction 5 Functional Area

Definition of Management
2 6 User
Reporting

3 Data/Information
WHAT IS MANAGEMENT REPORTING?

a crucial aspect of organizational decision-making

and strategy formulation
a source of business intelligence that helps business
leaders make more accurate, data-driven decisions
involves the process of collecting, analyzing, and
presenting essential information to managers to help
them make informed decisions.
 Data or
Technique
Information

4
Types Functional
User
Area
 Management
Reports Under
Data/Information
 OPERATING
REPORTS
These reports help managers
see the differences between
actual performance and
budgeted targets. It contains
reports for both the short and
long term to sustain
operational effectiveness.
THESE REPORTS ARE FURTHER DIVIDED INTO:

Control reports: It is created

1
monthly, quarterly, and yearly to
manage and control deviations.
It also assists in locating
bottlenecks and implementing
fixes when necessary.

Information reports: It contains more detailed information and analysis

2 than control reports, as management uses these reports for policy
formulation.
 FINANCIAL
REPORTS
Financial reports are meant
to show the financial position
of the business, which shows
the flow of financial
resources over a period of
time.
 THESE REPORTS ARE FURTHER DIVIDED INTO:

Static financial reports:

Dynamic financial
This report demonstrates
reports: This is used to
the position of assets,
summarize the change
liabilities, and debts at a
in the financial position.
specific point in time.
 Management
Reports Under
Technique
 TREND REPORTS
Managers use these reports to compare
data across time. Through visuals, it
conveys a particular style of movement or
trend. They help identify patterns, changes,
and trends in key performance indicators
(KPIs) or other relevant metrics. Trend
reports often utilize visual representations,
such as charts or graphs, to convey the
movement or direction of the data.
 ANALYTICAL
REPORTS
This report comprises in-depth data
analysis and comparisons with the
planned goals. It is prepared horizontally
across one or more businesses or
departments.
 Management
Reports Under
Functional area
INDIVIDUAL REPORTS
is a document prepared and
presented by a single
individual within an
organization, typically an
accountable manager or
department head, to provide
a detailed overview of a
specific action or project
under their responsibility.
 Key elements of an Individual Report:
Accountable Individuals - focus is on one or more accountable
individuals who are responsible for a particular action or task
Purpose and Scope - outlines the specific action or project being
reported on, its objectives, and the timeframe or period covered by the
report.
Progress and Achievements - contains information regarding the
progress made during the reporting period
Challenges and Obstacles - identification and discussion of challenges,
obstacles, and setbacks encountered during the reporting period
Action Plans and Recommendations - includes action plans and
recommendations for moving forward.
Conclusion and Summary - The report should conclude with a summary
of key points, highlighting the overall progress and the way forward
 JOINT REPORTS
A report created
collaboratively by the
managers or representatives
of different departments
within an organization. he
report provides an update
on the progress, issues, and
next steps of the project.
 Management
Reports Under User
 INTERNAL REPORTS
Internal reporting is a business practice
that involves collecting information for
internal use. Internal reports are used by
those who direct the day-to-day
operations of a business enterprise. These
individuals are collectively referred to as
“management,” and the related area of
accounting is called managerial
accounting, or management accounting.
 EXTERNAL REPORTS
External reports are meant to be shared
with the public – either broader audiences
or your clients, investors, external partners,
etc. It involves providing financial
information on a periodic basis to
potential investors and shareholders.
These reports are created to provide
essential information to external parties.
 C18 Group 2

Thank You
for listening!!