What is an Analysis Report & How to Create it: Templates & Samples (2023)

What is an Analysis Report & How to Create it: Templates & Samples (1)

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What is an Analysis Report & How to Create it: Templates & Samples

August 4, 2022

What is an Analysis Report & How to Create it: Templates & Samples (2)

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Analysis reports are constantly required documents in almost every company.In the digital age, analytical reporting seems to be more indispensable but challenging because of the data explosion.

If you want to follow the pace of the rapid changes, let’s discuss what an analysis reportis and how to create an effective one by following some steps and templates.


  • 1. Definition of Analysis Reports
  • 2. The Importance of Modern Analysis Reports
  • 3. Steps to Make an Analysis Report
    • Step 1: Consider the Goal and Your Audience
    • Step 2: Focus on KPIs and Collect relevant information
    • Step 3: Select a Proper Type of Analysis Report
    • Step 4: Visualize Your Data and Organize the Components
    • Step 5: Utilize Interactive Effects and Preview Your Analysis Report
    • Step 6: Authorize the Readers of Your Analysis Report
    • Step 7: Adjust the Layout for Mobile Users
    • Step 8: Automatically Update Your Analysis Report
  • 4. Analysis Reports Samples and Templates
    • Marketing Analysis Report
    • Sales Analysis Report
    • Financial Analysis Report
  • 5. At last

1. Definition of Analysis Reports

An analysis report is an essential business report displaying analysis results and feasible suggestions, and providing valuable information for decision-makers so that they can evaluate current operation status and then make well-informed decisions.

According to different analysis objects, purposes, and methods, analysis reports can be categorized into many types, such as comprehensive analysis reports, thematic analysis reports, routine work analysis reports, etc.

Commonly, we often make analysis reports in Excel or display them in PowerPoint. However, sometimes we may find some inconveniences in the process of data collection and data visualization.

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For example, when making routine work analysis reports, we find it is inconvenient to re-summarize the latest data and recreate a new report, especially when the data is in a large volume. Also, creating charts in Excel is also time-consuming. So I prefer to get some help from reporting toolsto make modern analysis reports. If you are interested in the tools, you can read this article for more detailed introduction: .

2. The Importance of Modern Analysis Reports

If a company can take full advantage of effective analysis reports, it will reap many benefits.

Modern analysis reports improve the efficiency of communication within a company and between the company and other companies. Utilizing analysis reports can ensure the objectivity, consistency, and accuracy of the data on a single platform. Therefore, no matter who needs the information, they can access the report at any time without repetitively asking others to send documents. As a result, the communication process becomes more efficient.

More importantly, using an analysis report not only eases the decision-making process but also allows the managers to make decisions based on sufficient analysis instead of instinct or experience. Modern analysis reports are often full of visualized data so that the managers can find the problem more intuitively and then analyze the causes of it by using the function of data drilling in the reporting tool.

Also, an analysis report created in reporting software can also provide timely updating data for a company to monitor key information indicators and make preparations for the potential challenges. And they can also predict the future trend based on the historical trend shown by the report.

3. Steps to Make an Analysis Report

After reading the above part, you may have a basic understanding of what an analysis report is and why a company needs analytic reports. Maybe now, you want to know how to create it. Therefore, I would like to introduce the steps to make an effective analysis report with the help of some reporting tools like FineReport.

Step 1: Consider the Goal and Your Audience

It is common sense that we’d better identify the goal before starting something. Likewise, before making an analysis report, remember to be clear about its purpose. Otherwise, you may make a lot of effort but in vain at last. Therefore, it is essential to make a goal-oriented analysis report.

Besides the goal, your audience is also a factor that you need to consider first. The ultimate users may influence the focus of your analysis report. People in different positions will analyze a problem from different levels. So try to think about your audience and their expectations before the creation of an analysis report.

Step 2: Focus on KPIs and Collect relevant information

An analysis report is used to help the decision-makers get the most critical information. Therefore, what you should do is focus on key information indicators and then filter and analyze a large amount of data instead of simply recording all the information for readers to analyze by themselves. In essence, finding the KPIs useful for the users is not very difficult because there are many analytic report samples involving common KPIs for your reference. For example, the following financial report sample contains some commonly used metrics for financial analysis.

Step 3: Select a Proper Type of Analysis Report

Data and KPIs are ready. The next question you may think about is how to choose a proper type of report to transform the data into value. Traditionally, the data is displayed page by page, which directly increases the length of your report. Therefore, why not try some modern types of reports to contain a large volume of data on just one screen? Here I would like to offer you three types of modern reportsdeveloped by FineReport: general reports, aggregation reports, and dashboard reports. You can select the most appropriate one depending on your requirements.

The general report is a kind of excel-like report which you are very familiar with. The most distinct difference is that this type of report supports fetching data from multiple databases and making reports for different purposes, such as sales analysis reports, HR analysis reports, financial analysis reports, etc.

If you have a large amount of data that can not be displayed with several modules, you can choose aggregation reports to make complex large analysis reports containing multiple fragmented areas and involving many indicators. The modules are independent from each other while supporting customized combinations.

Or you attempt to maximize the visualization of your data and enjoy the highest degree of freedom, a dashboard is the best choice for you. A dashboard in FineReport can be regarded as a canvas that allows you to choose the wonderful charts and design the layout according to your own will.

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Step 4: Visualize Your Data and Organize the Components

Until now, you have made sufficient preparation for your analysis report. It is time to display them in your report in a logical and effective way.

In the last step, we finish collecting data. Although the data is carefully filtered, it is still in a large volume for the reason that the analysis results based on quantitative data are more convincing and efficient. However, it is not recommended to display too much statistical data for the readers because it will result in inefficiency.

Therefore, data visualization is the next step. You need to transmit your data into visual charts by using some data visualization tools such as FineReport. Proper charts will have a positive effect on your analysis report. So remember to select suitable charts according to your purpose. For instance, when you need to show the developing trend in the last financial year, a line chart is more ideal than a pie chart.

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Putting the information you need to convey in a logical way is also a significant point. Just like a report full of numbers and words, a report full of charts is not readable as well. So don’t overuse charts and components in your analytic report.

And the components in your report should be organized in a logical and readable way. The picture below shows one of the popular layout samples created by FineReport for your reference.

Step 5: Utilize Interactive Effects and Preview Your Analysis Report

The interactive effects not only make your analysis more attractive but also have some practical advantages.

On the one hand, the interactive effects, such as chart drill-down, chart linkage, and parameter query, allow you to put more necessary information on a single screen without influencing the neatness of your analytic report.

On the other hand, the readers can also benefit from the interactive analysis. For example, if a sales manager wants to know the causes of the decrease in sales, he can drill down to view the detailed sales performance of a certain kind of products. The interactive analysis experience enables the users to better understand the data displayed on the report.

Constant preview will help you to make sure that all interactive or dynamic effects and charts in your analytic report work well. If you find any error in your report, remember to make it correct immediately so that all things are in their best position when you publish the report.

Step 6: Authorize the Readers of Your Analysis Report

Now that you have successfully designed an analysis report for the computer terminal. But we are still a few steps away from the completion of the analysis report.

As we mentioned above, all the users can access the analysis report in one platform with the help of some modern reporting tools. However, maybe you only want to share the analysis report with a certain group of people. The function of authorization in FineReport can realize your goal. The assignment of permissions can be based on department positions, roles, or usernames. With this function, you can determine who can access the report to guarantee the security of the data.

Step 7: Adjust the Layout for Mobile Users

The analysis report designed above is only accessible on the computer terminal. Sometimes, the manager wants to view the report while there is no computer at hand. At this time, providing an analytic report adaptable for the mobile terminal is very necessary. You can easily adjust the layout to adapt to the mobile side in FineReport which provides the integration of reports into the mobile apps.

With an analysis report supporting mobile access, the users can get rid of the limitation of office space and take full advantage of the fragmented time.

Step 8: Automatically Update Your Analysis Report

We successfully come to the last step of creating an efficient analysis report. You’d better update your analysis report frequently, both its style and the data.

As we all know, some analysis reports are frequently required, such as monthly sales performance reports, quarterly financial analysis reports, and so on. Some repetitive works will generate in the process of recreating them. And even though the data was collected yesterday, it may not be the latest one because we live in an era full of rapid changes.

Fortunately, you can utilize some analysis reporting tools to automatically update your report automatically to adapt to the changes. I think the function of data monitoring in Finereport is very practical. When there is a change in the database, the data in your analytic report is also updated in time. Therefore, the readers are enabled to view the latest data, which is better for their decision-making process.

4. Analysis Reports Samples and Templates

Following some analysis report samples will definitely improve your working efficiency. Here are some templates I found in FineReport for your reference. Maybe you will get some inspiration from these reports.

Marketing Analysis Report

If your executives want to know how well a product performs in different areas, a marketing performance analysis report is an essential tool for them to analyze.

This marketing analysis report offers some bar charts showing the data by state, and a column chart displaying the completion of sales plans by city. In this way, your managers are enabled to find the best area at a glance.

Sales Analysis Report

A manager will also pay much attention to the overall sales performance of your company. This sales analysis report also allows your manager to view the detailed sales performance in different cities by the linkage among the components. Besides, this report also supports deeply analyzing each salesperson’s performance and progress by data drilling.

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Financial Analysis Report

A company’s financial position has a significant impact on its business operation. Here is a financial analysis report sample for the CFO to evaluate the financial status of the company with the financial and non-financial indicators. The financial metrics such as revenue, gross profit, and asset to debt intuitively reflects the operation position, while the non-financial indicators, including client satisfaction and No. of certified employees, indirectly show the company’s overall operating conditions.

5. At last

Analysis reports are essential materials supporting and accelerating the company’s decision-making process. They provide the managers with actionable insights into their business operation and then make informed strategies to ensure the healthy development of their company.

After finishing reading this post, you will find it not demanding to create an excellent analysis report with the help of some reporting tools, among which I prefer FineReport. Eventhough you are not a professional analyst, you can take full advantage of this software to design your analytic report like an expert. It has a free personal version including all the functions.

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How do I create an analysis report? ›

Here are six steps to creating an analytical report:
  1. Identify an issue or question. Before developing your analytical report, it's important to identify an issue or question. ...
  2. Gather relevant information. ...
  3. Choose a format. ...
  4. Add charts and other elements. ...
  5. Use design practices. ...
  6. Make recommendations.
Mar 17, 2022

What do you mean by analysis report? ›

What is an Analytical Report? An analytical report is a business report for stakeholders to determine the best course of action. For instance, a CMO might review a business executive analytical report to identify a specific issue caused by the pandemic before adapting an existing marketing strategy.

What is analysis and example? ›

An analysis is just the process of breaking something down and figuring out how it works. For example, examining the way a poem uses metaphor to evoke emotion in the reader would be a type of analysis.

What does an analysis report look like? ›

Traditional types of analytical reports typically consist of a title page, table of contents, introduction, methodology, body section, conclusions, recommendations, and a bibliography. But with dynamic, interactive dashboard reporting software, your structure will be far simpler and more holistic.

How do you do an analysis step by step? ›

To improve how you analyze your data, follow these steps in the data analysis process:
  1. Step 1: Define your goals.
  2. Step 2: Decide how to measure goals.
  3. Step 3: Collect your data.
  4. Step 4: Analyze your data.
  5. Step 5: Visualize and interpret results.

What are the 4 steps to write an analysis? ›

Choose your argument. Define your thesis. Write the introduction. Write the body paragraphs.

What are 2 examples of analytical report? ›

Two examples of analytical reports would be a report on investigating business opportunities and report on problem solving.

What are the 5 steps of analysis? ›

In this post we'll explain five steps to get you started with data analysis.

How do you start a data analysis for beginners? ›

How to Become a Data Analyst in Five Steps:
  1. Learn data analytics fundamentals.
  2. Work on projects to develop your practical data analytics skills.
  3. Develop visualizations and practice presenting them.
  4. Develop a Data Analyst portfolio to showcase your work.
  5. Apply to relevant data analyst jobs.

What are some examples of data analysis? ›

10 Great Examples of Data Analysis
  • Data Analysis Example 1: Artificial Intelligence (AI) ...
  • Data Analysis Example 2: Customer Behavior. ...
  • Data Analysis Example 3: Customer Experience (CX) ...
  • Data Analysis Example 4: Customer Retention. ...
  • Data Analysis Example 5: Data Protection. ...
  • Data Analysis Example 6: Marketing Campaigns.
Apr 16, 2022

What are the 7 steps to analysis? ›

Here are seven steps organizations should follow to analyze their data:
  1. Define goals. Defining clear goals will help businesses determine the type of data to collect and analyze.
  2. Integrate tools for data analysis. ...
  3. Collect the data. ...
  4. Clean the data. ...
  5. Analyze the data. ...
  6. Draw conclusions. ...
  7. Visualize the data.
Aug 24, 2021

What makes a good analysis? ›

Answer Questions that Explain and Expand on the Evidence

Questions can take the form of explaining the evidence or expanding on evidence; in other words, questions can give context or add meaning. Asking both kinds of questions is crucial to creating strong analysis.

What are the two main types of analysis? ›

Although there are many data analysis methods available, they all fall into one of two primary types: qualitative analysis and quantitative analysis.

What are the major components of analysis reports? ›

Every report should have the following sections:
  • Title page.
  • Table of contents.
  • Executive summary.
  • Introduction.
  • Discussion.
  • Conclusion.
  • Recommendations.
  • References.

What are the main parts of an analysis? ›

The elements to be analyzed are plot, setting, characters, point of view, figurative language, and style. This will serve as the evidence/support throughout your paper. Setting: Is there anything to note about the role that time of day plays in the story?

What does analysis look like in writing? ›

In analytical writing you move beyond reacting to or using the content of the text; you look at how the text was put together or how the ideas and information were developed. You take the reading apart, piece by piece, according to a set of critical ideas that helps you see diferent aspects of the text.

What are the 3 steps of analysis? ›

These steps and many others fall into three stages of the data analysis process: evaluate, clean, and summarize.

What are the 3 methods of analysis? ›

Descriptive analysis, which identifies what has already happened. Diagnostic analysis, which focuses on understanding why something has happened. Predictive analysis, which identifies future trends based on historical data.

How do you write an analysis paragraph? ›

Talk about specific words, phrases, or ideas found in your evidence. Make specific connections between your evidence and the topic sentence (also connect it to the thesis in an essay). Do not just restate the quote or summarize the story. Analysis should be a minimum of two (2) sentences.

How do you start an analysis essay example? ›

Analysis Essay: Introduction
  1. Introduce the work and its author.
  2. Give background information that would help the reader understand your opinion.
  3. Formulate a thesis statement informing the reader about the purpose of the essay. Essay format does not presuppose telling everything possible on the given topic.
6 days ago

What is the main purpose of an analytical report? ›

The general purpose of an analytical report is to persuade through analysis of information. The specific purpose may be to solve a problem, to establish a cause and effect, or to make recommendations.

What are the main four categories in Analytics reports? ›

There are four types of analytics, Descriptive, Diagnostic, Predictive, and Prescriptive.

What is the first step in analysis? ›

The first step in any data analysis process is to define your objective. In data analytics jargon, this is sometimes called the 'problem statement'. Defining your objective means coming up with a hypothesis and figuring how to test it.

What are two important first steps in data analysis? ›

The first step is to collect the data through primary or secondary research. The next step is to make an inference about the collected data. The third step in this case will involve SWOT Analysis. SWOT Analysis stands for Strength, Weakness, Opportunity and Threat of the data under study.

What is the most important step in data analysis? ›

Starting with a clear objective is an essential step in the data analysis process. By recognizing the business problem that you want to solve and setting well-defined goals, it'll be way easier to decide on the data you need.

How do I create an analysis report in Excel? ›

Simply select a cell in a data range > select the Analyze Data button on the Home tab. Analyze Data in Excel will analyze your data, and return interesting visuals about it in a task pane.

How do you start an analysis example? ›

How does one do an analysis?
  1. Choose a Topic. Begin by choosing the elements or areas of your topic that you will analyze. ...
  2. Take Notes. Make some notes for each element you are examining by asking some WHY and HOW questions, and do some outside research that may help you to answer these questions. ...
  3. Draw Conclusions.

What is a good example for analytical writing? ›

Examples of analytical writing can include movie analysis or how a writer uses a literary device in a poem. Within a movie analysis, writers might focus on the soundtrack, the director's use of lighting, costumery, or cinematography to create meaning.

What is analysis in Excel? ›

What-If Analysis is the process of changing the values in cells to see how those changes will affect the outcome of formulas on the worksheet. Three kinds of What-If Analysis tools come with Excel: Scenarios, Goal Seek, and Data Tables. Scenarios and Data tables take sets of input values and determine possible results.


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