market visit report mail format

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Report Writing

How to Write a Visit Report

Last Updated: March 30, 2024 References

This article was co-authored by Madison Boehm . Madison Boehm is a Business Advisor and the Co-Founder of Jaxson Maximus, a men’s salon and custom clothiers based in southern Florida. She specializes in business development, operations, and finance. Additionally, she has experience in the salon, clothing, and retail sectors. Madison holds a BBA in Entrepreneurship and Marketing from The University of Houston. This article has been viewed 664,154 times.

Whether you’re a student or a professional, a visit report helps you document the procedures and processes at an industrial or corporate location. These reports are fairly straightforward. Describe the site first and explain what you did while you were there. If required, reflect on what you learned during your visit. No additional research or information is needed.

Writing a Visit Report

Explain the site's purpose, operations, and what happened during the visit. Identify the site's strengths and weaknesses, along with your recommendations for improvement. Include relevant photos or diagrams to supplement your report.

Describing the Site

Step 1 Look over the requirements of your visit report.

Reports are usually only 2-3 pages long, but in some cases, these reports may be much longer.
In some cases, you may be asked to give recommendations or opinions about the site. In other cases, you will be asked only to describe the site.
Ask your boss or instructor for models of other visit reports. If you can't get a model, look up samples online.

Step 2 Start the paper with general information about the visit.

If you visited a factory, explain what it is producing and what equipment it uses.
If you visited a construction site, describe what is being constructed and how far along the construction is. You should also describe the terrain of the site and the layout.
If you’re visiting a business, describe what the business does. State which department or part of the business you visited.
If you’re visiting a school, identify which grades they teach. Note how many students attend the school. Name the teachers whose classes you observed.

Step 4 Explain what happened during the visit in chronological order.

Who did you talk to? What did they tell you?
What did you see at the site?
What events took place? Did you attend a seminar, Q&A session, or interview?
Did you see any demonstrations of equipment or techniques?

Step 5 Summarize the operations at the site.

For example, at a car factory, describe whether the cars are made by robots or humans. Describe each step of the assembly line.
If you're visiting a business, talk about different departments within the business. Describe their corporate structure and identify what programs they use to conduct their business.

Reflecting on Your Visit

Step 1 Describe what you learned at the site if you’re a student.

Is there something you didn’t realize before that you learned while at the site?
Who at the site provided helpful information?
What was your favorite part of the visit and why?

Step 2 Identify the strengths and weaknesses of the site.

For example, you might state that the factory uses the latest technology but point out that employees need more training to work with the new equipment.
If there was anything important left out of the visit, state what it was. For example, maybe you were hoping to see the main factory floor or to talk to the manager.

Step 3 Provide recommendations for improvement if required.

Tailor your recommendations to the organization or institution that owns the site. What is practical and reasonable for them to do to improve their site?
Be specific. Don’t just say they need to improve infrastructure. State what type of equipment they need or give advice on how to improve employee morale.

Formatting Your Report

Step 1 Add a title page to the beginning of your report.

If you are following a certain style guideline, like APA or Chicago style, make sure to format the title page according to the rules of the handbook.

Step 2 Write in clear and objective language.

Don’t just say “the visit was interesting” or “I was bored.” Be specific when describing what you learned or saw.

Step 3 Include any relevant pictures if desired.

Sample Visit Report

Community Q&A

↑ http://services.unimelb.edu.au/__data/assets/pdf_file/0010/471286/Site_Reports_for_Engineers_Update_051112.pdf
↑ https://www.examples.com/business/visit-report.html
↑ https://www.thepensters.com/blog/industrial-visit-report-writing/
↑ https://eclass.aueb.gr/modules/document/file.php/ME342/Report%20Drafting.pdf

About This Article

To write a visit report, start by including a general introduction that tells your audience where and when you visited, who your contact was, and how you got there. Once you have the introduction written out, take 1 to 2 paragraphs to describe the purpose of the site you visited, including details like the size and layout. If you visited a business, talk about what the business does and describe any specific departments you went to. Then, summarize what happened during your visit in chronological order. Make sure to include people you met and what they told you. Toward the end of your report, reflect on your visit by identifying any strengths and weaknesses in how the site operates and provide any recommendations for improvement. For more help, including how to format your report, read on! Did this summary help you? Yes No

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Visit Report

Visit Report Format

Visit report samples, what is visit report, the basic format of a visit report, how to write a proper visit report, what are some examples of a visit report, how many pages does a visit report have, what is a trip report memo, how do you write a visit report, what is included in a site visit report, how to prepare a site visit report, how to prepare for a customer visit, what should a report include, what is a customer visit report, how do i end a report, what is the summary of the activity report, what does a report look like, what is the objective of a site visit report.

1. Title Page

Organization Name
Visitor’s Name
Date of Visit

2. Introduction

Purpose of Visit
Location of Visit

3. Details of the Visit

Activities Undertaken
Observations

4. Findings

Summary of Observations
Key Points Noted

5. Conclusion

Summary of Visit
Recommendations

6. Appendices (if any)

Additional Documents
Photographs

Visit Report Sample

Visit Report PDF

Field Visit Report Sample PDF

Site Visit Report Template Word

Visit Report Template

Sample School Visit Report

Customer Visit Report Template

Field Visit Report

Sample Site Visit Report

Customer Visit Report Outline

Sample Industry Visit Report

New Customer Visit Report Template

Construction Site Visit Report

Sample Customer Visit Report

Free School Visit Report Template

Sample Official Overseas Visit Report

Weekly Site Visit Report

Project Field Visit Report

Recommendation Study Visit Report

Observation Site Visit Reports for Engineers

Simple Industrial Visit Report

School Lab Visit Analysis Report

Building Construction Property Visit Report

Medical College Visit Report

Sample Location Visit Report

Monitoring Visit Report Summary

Marketing Team Site Visit Report

School Academic Visit Report Template

Chemical Exposure Visit Report

Business Renewal Site Visit Report

Management Conference Visit Report

Pre-Event Site Visit Report Example in PDF

Sample Parent Visit Report Format

Home Tour Visit Report Template

Report of Research Visit

Daily Food Sponsor Visit Report Example

Sample Civil Site Monitoring Visit Report

Why Are Visit Reports Important?

Step 1: determine your purpose, step 2: be observant and write what happened, step 3: reflect on your visit, step 4: download a template and insert the details, step 5: organize details according to the format.

Site visit report
Business visit report
Field trip visit report
Industrial visit report
Monitoring visit report

Define the Purpose: Clearly state the visit’s objectives and expected outcomes. For example, the purpose of a Training Report may include identifying partnership opportunities.
Collect Information: Take detailed notes during the visit, and use photos or videos to supplement your observations.
Organize Data: Categorize the information into sections such as background, observations, and analysis.
Draft the Report: Begin with an introduction, followed by detailed observations, analysis, and end with a summary and recommendations.
Review and Finalize: Proofread for accuracy and clarity, ensuring the report follows the planned structure and incorporates stakeholder feedback. You may also see Lab Report
Introduction: State the purpose, date, duration, and participants involved. For instance, a Construction Site Visit Report should specify the project stage being assessed.
Site Description: Provide a detailed description of the site, current conditions, and relevant background information.
Observations: Offer a detailed account of activities, notable events, and any issues encountered.
Analysis: Interpret the observations, relating them to the visit objectives and providing insights.
Conclusion and Recommendations: Summarize key findings and provide recommendations for future actions or improvements. You may also see Technical Report
Pre-Visit Preparation: Understand the visit’s purpose and objectives, gathering necessary information beforehand.
Data Collection: Take comprehensive notes during the visit and use multimedia tools to document observations.
Data Organization: Organize the collected data into coherent sections, highlighting significant observations.
Report Drafting: Write an introduction, detailed body sections covering observations and analyses, and a conclusion with recommendations.
Review and Finalization: Proofread for accuracy and clarity, ensuring the report meets its objectives and incorporates stakeholder feedback. You may also see Police Report
Research: Understand the customer’s needs, preferences, and background information.
Planning: Schedule the visit, prepare an agenda, and coordinate with relevant team members. You may also see Social Media Report
Materials Preparation: Gather all necessary documents, presentations, and product samples.
Team Briefing: Brief your team on the visit’s objectives, roles, and responsibilities.
Follow-Up: Plan post-visit actions, such as sending a summary email and addressing any customer queries. This approach can be applied to a Home Visitation Report to ensure thorough preparation and follow-up.

Title and Introduction: Clearly state the report’s title and provide an overview of its purpose and scope. For example, an Internship Report should highlight the intern’s role and learning objectives.
Methodology: Describe the methods used to collect and analyze data.
Findings: Present detailed findings, supported by data and observations. You may also see Weather Report
Discussion: Analyze the findings, discussing their implications and significance.
Conclusion and Recommendations: Summarize key insights and provide actionable recommendations for future actions. This format is equally effective for a School Visit Report to convey the visit’s outcomes comprehensively.

What does the site visit report example cover?

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Home » Report Templates » Free Industry Visit Report Templates (Excel / Word / PDF)

Report Templates

Free industry visit report templates (excel / word / pdf).

When an individual visits the industry whether he or she is a student or an employee, they need an industry visit report template to create a visit report. This document contains a detailed summary of the visit organized in a sequence.

Table of Contents

How to write an industry visit report?

Here are the steps to write an industry visit report;

Introduction

In this section, provide the introductory information about the event including;

Who proposed and organized it
Complete designation of the facility you’ve visited
The name of your college or company
The names and positions of people who played a significant role in organizing and implementing the event
Faculty members who are associated with the students or employees
Total number of people involved in it

Details of Visit

Here, you need to provide the following details about the visit;

The timeline of the visit
Point-by-point detail of every part of your journey
Where and when you started
What industries and facilities you’ve visited
Where and when you attended seminars
When the event ended
When you come back

Detailed descriptions

Describe the important stages of your visit in detail. In case, you have attended seminars then specify the following;

When and where they took place
How long they lasted
Who conducted them
What they were about
What you’ve learned
Your general impressions

In addition, if you have visited any specific places then mention the locations, staff members that are with you during the visit, knowledge you got during the visit, and your feedback about the visit.

Travel details

This part of your report includes technical and statistical details;

Names of the people or students who are with you during the visit
The place where you stayed

Feedback from students or employees

In the end, the students or employees have to provide their generalized opinion of the whole event. State whether it was useful and whether you got any specific new knowledge and experiences from it.

Store Visit Report Form

School visit report form, site visit report sample, industry visit report template, team home visit report template, field visit report template, sales person daily progress report template, construction site visit report template, business visit report template.

It provides you with updated details regarding the current events after a visit. It facilitates decision-making in a company.

First, state the general information about the visit and specify the purpose of the visit. Describe the entire visit in detail and summarize the report with important information.

How to send a report in an email with 8 samples and a template

Writing report emails is a solid skill and something easy to learn for everyone. Here we outline the report email format and provide 8 samples that you can use straight away.

Lawrie Jones

Table of contents

We all love reports, right?

Regular reporting is critical for keeping companies working hard and achieving objectives.

They're a great way to show we've accomplished something, and that's worth shouting about!

So if you've spent time collating figures and creating a report, make sure to craft a clear report email to deliver it.

A professional report email offers insights into the information, provides crucial context, and clarifies any issues that need attention. Writing report emails is a solid skill and easy for everyone to learn.

Report emails follow a standard format with a logical structure that's simple to master — and we will show you how.

In this guide to writing report emails, we outline the report message format and provide 8 samples you can use immediately.

How to write a report email

Before we explain how to send a report, here's what not to do...

Inexperienced emailers will create long messages which go into a massive amount of detail to prove they've done something. This is a rookie error that takes time and wastes effort.

Effective reports emails should provide the following (and nothing more):

Details of what the report is (and why it matters)
Dates, times, and information covered in the report
A breakdown of key issues (in professional terms, this is called a precis)
Highlight any problems, anomalies, challenges, or successes
Set out the next steps

This provides a simple snapshot of essential information for your boss, customer, or client.

Following this format works because you're adding value to the email, sifting through it to provide what they need.

If they want more, they can read the report, right?

But how do you deliver this information? Thankfully, there's a widely accepted format which we outline below (you're welcome!).

Report email format

The report email format provides a standard structure to introduce your report, include all the details above, offer contact details for further conversations, and include a polite and professional sign-off.

To make it as simple as possible, we can break down the report email format into three parts:

Report email subject line
Report email body
How to end a report email

1. Report email subject lines

Keep your report email subject lines as easy to follow as possible. It's essential to outline what's included in the email. You can also add extra information, such as the dates or times covered and any actions you may require.

Here are some report email subject line examples:

Daily report – (Insert date)
May Progress Report & Project Update
Monthly Sales Report – Month –
(Time/Date) Incident Report – Action Required
Urgent Incident Report – PLEASE READ

2. Report email body copy

We'll assume that if you send someone a report, they'll know who you are and why you're messaging. This enables us to ignore some (but not all) pleasantries associated with professional emails.

We still start each message with a professional greeting (Hi, Hello, etc.) along with the person's name, and then hit them with the purpose of the message:

Attached here is my daily activity report. This covers the date (insert date).

As we've explained above, it's worth providing a short breakdown of what's included:

To make it easy, I've outlined some of the key things you should know here:
(Bullet points are a great way to list information)

3. Ending a report email

You've delivered the detail, data, and information, so your job is almost done.

At the end of each email, it's polite to offer the chance to chat about the report and its contents:

I'm happy to provide any additional information or answer any questions you might have about this report. You can contact me at (insert details).

Now, finish with a professional sign-off (kind regards, yours, etc.), and you're (nearly) done.

Our final piece of advice is: ALWAYS REMEMBER TO INCLUDE ATTACHMENTS.

We've all rushed off an email and hit send without remembering to send the related documents . No matter how great your report messages are, they're worthless without the attachment!

8 report email examples

Understanding how to write a report email and doing it are two different things, which is why reviewing our samples is so important.

In this section, we share 8 report email samples and an explanation about each email, including what we include and why.

Check out these report email messages and learn how to put these principles into practice. We break these samples into subsections covering monthly reports, daily reports, and incident reports.

How to write a monthly report email

Monthly reports are a major headache for many of us, but at least writing emails should now be much simpler.

Our monthly report sample messages make it clear what's being included and pick out the highlights for your time-poor boss.

1. Sample email to send a monthly report

Monthly reports can include performance, sales, and attendance figures. Your boss will be expecting your monthly statement, so we highlight the essentials and leave them to read the report for more info.

Insert your highlights

2. Monthly working hours report email sample

Logging your hours is the most important email you'll send each month because it'll ensure you get paid.

Like the report email sample above, we provide a breakdown of the essential information your boss will need to know. We also push for the next steps – such as getting your salary sorted out and payment date.

3. Monthly performance report email sample

Performance reports are a chance to highlight what's gone well and what could be improved. In this monthly performance report email sample, we skip over the details and keep things short and sweet.

How to write a daily report email

The daily report email format is similar to those used to send a monthly report. However, you can make some minor tweaks to ensure it's the right length. Given that you'll be sending these every day (the clue is in the name), it's worth developing a template you can use. This will provide consistency your boss will welcome and cut down massively on time spent creating them.

How do you create a template? Here are two daily report samples to get you started...

4. Sample email to send daily report

This daily report email sample focuses more on details and completed tasks. In contrast, the previous monthly report sample focuses more on the bigger picture and outcomes that were accomplished.

Add your tasks...
...but don't include everything

5. Daily activity report sample email to boss

Activity reports provide a snapshot of everything you've achieved that day. It could cover calls answered, clients messaged, deliveries made, or something else. This sample provides a standard and formal way to deliver your activity report. You can cut and paste this each day; just remember to fill in the gaps.

Sample emails for submitting a report

Depending on your job, you may be required to send special reports at some time. Examples can include incident reports, inventory logs, and bug reports.

These are different from the transactional messages above but will require some context, explanation, and information about the next steps. Check out the samples below to see how this is done.

6. Incident report email sample

If you've identified a fault or experienced an outage, you'll need to provide an incident report. These reports clarify the causes of an incident, its impact, and the actions you're taking to ensure it never happens again.

7. Inventory report email sample

Inventory reports provide details on the stocks and supplies you have in your business (and those that are running low!). Here's how to write an email to send an inventory report

Item name + quantity needed

8. Bug report email sample

Next time you find a pesky bug affecting software, use this sample email for a bug report. Raising awareness of bugs is great, but your customer or colleague will want to know what action you're taking to fix the problem.

Report email template

If the report email samples here aren't hitting the spot, this template is what you need. This customizable report email template can be cut, pasted, edited, and updated to suit your circumstances.

List out your key points

Writing report emails using Flowrite's AI-assisted email writer is the fastest way to do your duty of sending reports. This is how it works:

Our Chrome extensions works where you work (Gmail, Outlook, WhatsApp, etc.) so you can stay efficient while working on your reports.

Final report

OK, so now we are on the same page.

While writing report emails isn't exciting, they are pretty easy, so they shouldn't take too long to create (especially if you use our samples or customizable template).

The core of an excellent report email is the same as any piece of professional correspondence: being clear, consistent, and conveying essential information as quickly as possible.

Write it, send it, and get on with the rest of your day.

Supercharge your communication with Flowrite

Write emails and messages faster across Google Chrome.

Explore Flowrite

Start using Flowrite today

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Visit Report

Report generator.

There are many reasons why someone would write down a visit report , whether you are a college student doing a project for a class or a business person doing a site visit. Either way, these reports provide insight that could promote improvement wherever it is applicable. In this article, we are going to discuss how to make these reports in the right format.

19+ Visit Report Examples

Visit report example.

Google Docs
Apple Pages

Size: A4, US

Site Visit Report Example

Field Visit Report Example

Customer Visit Report Example

Free Outline Customer Visit Report Example

Free Download

Simple Industry Visit Report Template

Construction Site Visit Report Example

Googles Docs

Free Site Visit Report Example

Sample Industry Visit Report Template

Free School Visit Report Template

Size: 62 KB

New Customer Visit Report Template

Size: 27 KB

Observation Site Visit Report Example

Size: 259 KB

Construction Site Visit Summary Example

Size: 48 KB

Industry Visit Report Example

Sample Store Visit Report Example

Project Field Visit Report Example in PDF

Size: 337 KB

Team Home Visit Report Outline Example

Size: 26 KB

Business Visit Report Example

Size: 20 KB

Sample Daily Visit Report Example

Size: 21 KB

School Visit Report Example

Size: 503 KB

What Is a Visit Report?

A visit report is a report that helps a visitor document the procedures and processes at an industrial or corporate location visited. These reports are straightforward and contain a detailed summary organized in a sequence. Visit reports serve as a reference for any assessment needed to improve the place that is involved.

How To Write a Visit Report

According to a Forbes article, marketing reports are essential in strengthening and understanding client relationships. The same train of thought can apply to visit reports wherein it can help understand and improve a business area. Here are some tips to guide you on how to word out your visit report.

1. Write The Details

Write down all the necessary matters and information about the site in detail. Avoid writing your visit report in a vague and general manner. This will let your readers easily understand what happened during your visit and gain a clear picture of everything you are communicating through the pages.

2. Write In a Sequence

Describe your visit to the site in a sequence. It is much easier for your readers to understand your report when you write it in chronological order. Unless there is a strict format imposed by the, it is always a good idea to stick with this kind of sequence. You can take a look at timeline charts and flow charts to help break down your visit and put them in order.

3. Place Relevant Information

This is the meat of your visit report. Include all the necessary data that your readers need to know in your letter. For example, if you are reporting on a construction site, then include the hazards that are present as well as the necessary precautions needed to take.

4. Write Your Recommendations

One of the purposes of visit reports is to survey an area and to suggest improvements if there is a need for it. Document the appropriate solutions to the problem encountered by the site. Take a look at examples of business reports for more ideas on how to write this part of the story.

What are the advantages of using a visit report?

It gives you updated information about the current events after a site visit. It also helps in the internal communication of an organization and facilitates decision-making in the workplace .

What are the components of a visit report?

Visit reports mainly consist of details of the trip taken, with information found during the journey. This way, others know what happened and what to take note of. You can also mention any other observations that you think are important for the visit report.

How do you write a report after a visit?

First, you look over the requirements of your written report. Start the paper with general details of the visit and define the purpose of the visit. Explain what happened throughout the tour sequentially and summarize the operations with relevant information.

Visit reports are a great tool to help you share information in an organized way. Write it well, and it can lead to improvements in the place involved. If you need any more ideas on how to make such a report, feel free to browse through our report templates and strategic plans for inspiration.

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Generate a report on the impact of technology in the classroom on student learning outcomes

Prepare a report analyzing the trends in student participation in sports and arts programs over the last five years at your school.

Market Visit Report Presentation Templates

A Market Visit Report Presentation is a crucial communication tool that shares insights gathered during field visits to different markets. It helps businesses make informed decisions and refine their strategies. Acting as a bridge between field teams and stakeholders, this presentation ensures alignment and facilitates data-driven decision-making.

Our customizable templates enable you to create a comprehensive Market Visit Report Presentation, facilitating informed decision-making and strategic planning.

Download our editable market visit report ppt templates

Template 1: Market Visit Report

Our compelling storylines are the secret of instant presentation building. Try yourself for free. Simply download and use the template or build one yourself with Prezent's free trial.

Tips to create a detailed market visit report presentation

Start With A Strong Introduction

Begin with a compelling introduction by clearly defining the purpose and objectives of the market visit. Highlight the focus areas and key data points to be covered.

Present The Market Assessment

Present the market assessment by providing background information and outlining the business case. Utilize visualizations to effectively convey data collected on market size, insights, competitive landscape, and opportunity assessment.

Structure The Flow

Structure the presentation logically, organizing information coherently and using headings, subheadings, and bullet points for clarity and readability.

Stakeholder Engagement

Engage stakeholders by fostering discussion and inviting questions, feedback, and insights. This will encourage collaboration and alignment on the next steps to guide decision-making and strategic planning.

Summarize The Insights

Conclude the presentation with a summary of key findings, actionable insights, and proposed action plans, reinforcing the significance of the market visit and its impact on business strategy.

Create impactful market visit report presentations with ease

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The art of communication is in the details. Our Do's and Don'ts guide you through the intricacies of presentation design and delivery, helping you to connect and captivate.

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Visit Report Template for Trade Shows and Field Service

Recording and maintaining contact data in the CRM system is a daily task in the back office, but recording leads and existing customers is also elementary for successful field service sales. In this guide, we would like to provide you with an essential tool for this: a template for your visit reports.

Visit report – recording communication

Sales increasingly take place outside of a personal meeting on site because of the Internet and modern communication options. However, trade fairs and the field sales are still important pillars of a company in which time and money are invested. At the same time, the accurate recording of your meetings at a trade fair is the basis for further sales success. But how are the relevant prospects and customer meetings stored and tracked for subsequent follow-up? This is exactly why visit reports are used as a template, whose purpose and structure will be explained in this guide. You will find a template for free download at the end of this article, which you are welcome to use!

Visit report, what does it mean?

For many sales reps, visit reports are THE way to record and analyze customer information on the go. For this reason, these reports are especially important for field sales and trade show work. The main idea is simple: You consider in advance what information you need from your prospect for your sales process and create a customized questionnaire. It is essential that this information is completely recorded for subsequent follow-up and analysis.

Based on the questionnaire you have created, all the information is compiled during the meeting and attached to a business card. After the trade fair or field service, the completed visit reports are then used to contact the prospects again. A CRM system is often used in this step, which is filled with the information from the visit report. Here it is important that the sales representative fills out the visit report directly during the conversation or afterwards. The atmosphere of a trade fair and the many meetings can cause important information to be forgotten just a few days after the trade fair.

Why use a visit report template?

The advantage of a template is obvious – and yet at trade fairs and in the field sales, you see sales staff noting down their conclusions on a piece of paper or just collecting business cards without taking down any further information. With a customized questionnaire, you can record your customer meetings in a structured way and ask for all important information to make the most of your sales opportunity. Based on the questions and answers in the visit report, you can then classify your prospects into different groups in the follow-up, which will be handled accordingly in the sales meeting. In addition, the visit report sets the course for longer-term cooperation. By documenting the essential key figures and meeting notes – first on paper and then directly into the CRM system after the trade show – it is also possible to see later in the CRM which problems, requirements and possible wishes the respective customer has. This information enables the sales employee to see at any time how he has convinced the customer and when he needs to react to possible problems.

What makes a good visit report template?

Decisive for a useful template are the questions or information that are specifically asked. There are significant differences depending on the industry. Basically, we can say that sales employees collect important data about the company as well as the contact person via the visit report. Master data, company size and product interest are in first place.

By consistently evaluating the visit reports, the information collected can even be used to make strategic decisions afterwards, for example, based on customer responses regarding the size of the company. If, for example, closing rates are significantly lower at larger companies, this could lead to conclusions about weaknesses in the sales process. A visit report can therefore always be used as the starting point for an analysis of field service activities or trade show visits.

Using visit report templates correctly

Creating visit reports yourself can be time-consuming. Therefore, feel free to use our template and customize it according to your needs.

Request free template now

Please fill out the following form to receive the template by email.

Free Marketing Report Templates

By Joe Weller | December 10, 2023

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Marketers, business analysts, and team leads will appreciate these free templates in several formats. Use them to efficiently analyze campaign data and help marketing teams make informed decisions, optimize strategies, and demonstrate success.

On this page, you'll find 11 dynamic marketing report templates, including a digital marketing report template , a marketing report presentation template , an end-of-year annual marketing report template , and a social media marketing analytics report template , among others.

Basic Marketing Report Template

Download a Sample Basic Marketing Report Template for Microsoft Word | Adobe PDF | PowerPoint

Download a Blank Basic Marketing Report Template for Microsoft Word | Adobe PDF | PowerPoint

Use this marketing report template with and without sample data to streamline your team's marketing-reporting process. To use it, fill in the Executive Summary, Total Projects Delivered and KPIs, Marketing Financial Overview, and Conclusion sections. You can also use the sample-text version as a guide for content suggestions. This template’s clear, organized structure ensures consistent reporting, enabling your marketing team to quickly identify trends, allocate resources efficiently, and make informed decisions to drive success.

Monthly Marketing Report Template

Download a Monthly Marketing Report Template for Excel | Google Sheets

This monthly marketing report template consolidates crucial metrics – from reach to conversion rates – ensuring comprehensive tracking and analysis for your marketing team and key stakeholders. Simply input your monthly data into the designated tabs: Reach, Visits, Leads, Customers, and Conversion Rates . By segmenting KPIs, the template promotes precise monitoring, empowering your marketing team to recognize patterns, refine strategies, and ultimately achieve successful outcomes.

Read this article on monthly marketing report resources and templates for more monthly data tracking tools.

Digital Marketing Report Excel Template

Download the Digital Marketing Monthly Report Template for Excel

Use this engaging digital marketing dashboard template to gain a holistic view of your online marketing metrics. Track both paid media engagements and organic visitor interactions. Assess the balance between paid campaigns and organic searches at a glance, while simultaneously calculating average return on investment (ROI) and overall revenue.

Find more dynamic digital marketing report templates to help your marketing team efficiently track, analyze, and optimize online campaigns.

Marketing Campaign Management Report Template

Download the Marketing Campaign Management Template for Excel | Google Sheets

Chronicle your digital marketing campaign's evolution with this marketing campaign management template. Fill in high-level details for campaign objectives, innovative ideas, promotional strategies, user feedback, and more. For each phase in your marketing campaign, enter the activity, its status (e.g., Complete, In Progress, Overdue, Not Started, or On Hold ), the assigned team member, start and end dates, and any relevant notes. The template’s simple, easy-to-read format ensures all team members stay informed of essential aspects of your marketing initiative.

Social Media Marketing Analytics Report Template

‌Download Social Media Marketing Analytics Report Template for Excel | Google Sheets | Smartsheet

Use this social media marketing analytics report template to track key performance indicators (KPIs) and other metrics into a comprehensive social media analysis. Showcase data for post counts, per-post engagement, retweets, top-performing content, and beyond. Crafting this digestible report can become a vital instrument for discussions with your marketing colleagues or key stakeholders.

For more social media resources, see this collection of free social media report templates .

Marketing Report Presentation Template

Download a Marketing Report Presentation Template for PowerPoint | Google Slides

This marketing dashboard template will help you deliver impactful presentations. Input key metrics detailing your digital marketing achievements, such as site visits, pages per session, average duration, bounce rate, and conversion rate. The design also has dedicated sections for capturing customer conversion insights, spotlighting premier channels, campaigns, and top-converting pages. This slide can easily be added to any Google Slides or PowerPoint marketing presentation you’re already creating.

End-of-Year Marketing Report Template

End-of-Year Marketing Report Example Template

Download a Sample End-of-Year Marketing Report Template for Excel | PowerPoint | Google Sheets

Download a Blank End-of-Year Marketing Report Template for Excel | PowerPoint | Google Sheets

Leverage this dashboard-style year-end marketing report template available with or without sample data to offer stakeholders a clear and concise summary of your yearly campaign results. To use the template, input metrics from your marketing tools, such as campaign costs, views, interactions, total gains, cost per acquisition (CPA), earnings per initiative, and more. Once you enter the data, this visually dynamic template will auto-populate the charts, so your marketing crew can swiftly evaluate annual success, fine-tune budget distribution, and enhance upcoming plans.

Use this article’s annual marketing report templates to gather more insights for yearly performance reviews.

Email Marketing Report Template

Download a Sample Email Marketing Report Template for Excel | Google Sheets

Download a Blank Email Marketing Report Template for Excel | Google Sheets

This email marketing report template available with or without sample data provides an organized layout that facilitates the analysis and presentation of pivotal email campaign metrics. Input your email statistics into the template’s indicators, such as sessions, average time per session, new session percentages, bounce ratios, and achieved objectives, and watch the template auto-populate the included charts. By honing in on the KPIs this template highlights, your team can boost user interaction, reduce bounce tendencies, and amplify target achievements.

View this collection of email marketing report templates to help streamline your data analysis, enhancing your campaign optimization and ROI.

Quarterly Marketing Performance Report Excel Template

Quarterly Marketing Report Example Template

Download a Sample Quarterly Marketing Report Template for Excel Download a Blank Quarterly Marketing Report Template for Excel

Designed for marketing leaders, this dashboard layout delivers insights into campaign outcomes and lead transitions. Observe prime channels, typical opportunity values, lead quantities, and ROI per initiative. Additionally, the template offers an overview of leads by origin, total lead generation, acquisition costs, and finalized earnings, juxtaposing the overall marketing expenditure with the allocated budget for a comprehensive look at budgetary efficacy.

For more resources and expert tips, see this article with free quarterly marketing report templates .

Marketing SWOT Analysis Template

Marketing Plan SWOT Analysis Matrix Example Template

Download a Sample Marketing SWOT Analysis Template for Excel | Microsoft Word | PowerPoint

Download a Blank Marketing SWOT Analysis Template for Excel | Microsoft Word | PowerPoint

This four-section template available with or without sample data makes it easy to showcase your marketing strengths, weaknesses, opportunities, and threats (SWOT) analysis findings. Complete the corresponding sections to highlight any strengths, weaknesses, opportunities, and threats. Enjoy full adaptability and personalization to align with diverse business or professional requirements.

Use one of these free SWOT marketing report templates to proactively focus your analysis on your competitor’s offerings, strengths, and weaknesses.

Account-Based Marketing (ABM) Strategy Template

Account-Based Marketing Strategy Example Template

Download a Sample Account-Based Marketing Strategy Template for PowerPoint | Google Slides

Download a Blank Account-Based Marketing Strategy Template for PowerPoint | Google Slides

Use this account-based marketing (ABM) strategy blueprint to hone in on top-tier accounts and ensure consistency in your account-based marketing initiatives. Fill in key areas such as aims and aspirations, priority accounts, customer profiles, content blueprint, media approach, interaction methods, collaboration blueprint, financial allocation & assets, key performance indicators, schedule, and evaluation and feedback cycle. By integrating this framework, your marketing team can align their objectives with sales, boost conversion rates, and subsequently elevate company revenue and enhance brand prestige.

For more ABM marketing templates and resources, see our collection of free ABM templates.

Easily Track Data and Create Marketing Reports with Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more.

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Improve your marketing efforts and deliver best-in-class campaigns.

How to Send a Report in an Email With 10 Samples From Experts

Roberto Martinez

Last updated November 29, 2023

How to Send a Report in an Email With 10 Samples From Experts

You’ve spent hours, maybe even days; you did the research, you crafted the report, and you packed it with valuable insights. But when it comes to actually emailing it, there’s that sudden wave of uncertainty. You wonder:

Is it too big to send?

Should I just send the link?

Will they even read it if it’s an attachment?

What if they can’t open it?

Been there!

But how do you send that report via email in a way that ensures it’s opened, read, and acted upon? We can say for a fact that a poorly sent report can go unnoticed or even end up in the dreaded spam folder.

In this article, we will discuss sending reports through email and guide you on how to do it right. Plus, we’ve prepared 10 sample emails for sending reports to help you learn and create your own emails easily.

Let’s get started.

Note: Struggling to get replies or book meetings with prospects that fit in your ICP? We’ll help you get 6 SQLs or book 6 meetings with prospects that are ready to buy for only $999/month. Book a 15-minute consultation now .

How to write a report email: key elements to include in a report email and how to format them

A report email delivers a specific set of information, often derived from research or data analysis, to an intended audience through the medium of email. The report email may contain attachments, visuals, or links to more extensive data repositories.

Now, when it comes to writing a report email, you must understand it’s not just about relaying information; it’s about ensuring your hard work receives the attention and action it deserves. Because of this, you need to consider the information you put inside the email and how you format it.

Let’s discuss the information you need to include in your email for sending reports.

What to include in an email when sending a report

Below are the main elements you should include in the email to ensure your report doesn’t just end up gathering digital dust:

Overview of the report (and why it matters): The email should always start by introducing your report. Clearly state its purpose and significance. For example, “The attached report details our Q3 financial growth and pinpoints areas that contributed to our 20% profit increase.”

Dates, times, and information covered in the report : Provide a timeframe for your report. This helps readers place the data in context. Specify the period the report covers, like “This report covers the performance metrics from January 1 to March 31, 2023.”

A brief detail of the main points (aka précis): A précis is a concise summary of the report’s main points. Offer a brief snapshot that highlights the most critical takeaways, giving readers a quick overview.

Unusual data trends (any problems, irregularities, hurdles, or wins): Identify and explain any unexpected data or trends, whether they are challenges faced or unprecedented successes. This section adds depth and understanding to the data provided.

The next steps: After presenting the information, guide your readers on what should come next. This could be a call to action, recommendations for improvements, or the indication of a follow-up meeting .

Report email format: sending a report in an email

As you probably figured, sending a report via email is a nuanced task that involves more than just attaching a file and hitting “Send”. It requires thoughtful presentation, a structured format, and pointed content to ensure your hard work garners the attention it deserves.

So now that you’ve got your key components sorted, let’s format them into a cohesive email for sending a report. The process can be broken down into three main sections, as seen with most business emails :

The subject line

The email body

The email ending

Now, let’s discuss how to write each section so that your report email stands out.

How to write a report email subject line

The subject line is the first thing your recipient sees and determines whether your email gets opened at all. You need to make it concise and informative. That means it should be direct, relevant, and prompt curiosity or urgency to compel the recipient to open.

Here are some examples of email subject lines you can use when sending a report in an email:

“Q3 financial report & key takeaways”

“Marketing analysis (Jan-Mar 2023): insights & recommendations”

“Monthly health & safety audit results”

“Project alpha: Post-implementation review & findings”

“Client feedback survey results & insights”

How to write a report email body

This is where the magic happens and basically where you include all the key elements we’ve discussed earlier in your email. The tone you use here will depend on the relationship between you and the receiving party.

But as a general rule, we recommend that you keep your emails in a professional or formal tone . That said, here is how you write the body of a report email.

Greeting: Always start with a professional greeting , such as “Dear [recipient’s name]” or “Hello team,”.

Introduction: Briefly explain the purpose of the email and the attached report.

Main content: Here, you can include your précis, mention any anomalies or challenges, and provide the report’s key details. Basically, outline the components mentioned in the "What to Include" section. Also, if your report is attached, mention the attachment clearly.

Call to action or next steps: Clearly state what you expect from the reader or what they should do next.

How to end a report email

Wrap up your email by summarizing the key takeaways and next steps. Finish with a formal sign-off , your name, and any post-script notes if needed. Here are the key elements you need to include in your report email ending:

Thankfulness: Express gratitude for the reader’s time and consideration.

Open for questions: Offer to clarify any points or answer questions related to the report.

Signature: End with a professional signature that includes your name, title, company, and any contact details.

Here is an example:

“Thank you for taking the time to review these insights. Should you have any questions or need further clarification, please don't hesitate to reach out.

Best regards,

[your name]

[your signature] P.S. The full report is attached as a PDF.”

10 email samples for sending reports

Report email sample 1: routine monthly report .

A routine monthly report email is a staple in many organizations. It offers a snapshot of the month’s activities, metrics, achievements, and setbacks. Clarity and relevance are the two cornerstones for writing this email well.

Start by framing the time period you’re referencing. Then, outline the central themes of the report, ensuring that any substantial achievements or challenges are foregrounded. Finally, encourage feedback or questions to foster engagement and discussion.

Here is a sample you can learn from:

Subject line: Monthly operations report - August 2023

Hello team,

I’m pleased to share the operations report for August 2023. You’ll find the report attached to this email.

Inside, you’ll find a detailed account of our monthly activities, notable accomplishments, and areas of improvement.

Please take a moment to review and let me know if you have any questions or insights.

[your signature]

Report email sample 2: Urgent incident reports

As you write this report email, your goal is to get immediate attention and action. That’s why the email needs to be direct.

So, start by clearly stating the incident at the beginning. Let them know what happened and how severe it is. Was personal or financial information leaked? Are you getting phishing attacks? Whatever it is, detail it.

Follow it with a brief detail on its implications and immediate next steps or recommendations. Given the urgency, it’s also essential to set the tone right - ensuring it conveys the gravity of the situation without inciting undue panic. Here is a sample email for this:

Subject line: URGENT: Incident report - System outage

Dear [recipient’s name],

I’m writing to inform you about an unexpected system outage that occurred on 29th August. The attached report provides a detailed analysis of the incident, its impact, and the measures taken to resolve it.

Immediate action is required to prevent recurrence. I urge you to review the report and join the emergency meeting scheduled for tomorrow.

Report email sample 3: Financial annual report

Financial annual report emails provide a year-long overview of your business’s financial health, challenges, and achievements. So, always start your email by contextualizing the period in review. Highlight any overarching themes or significant financial milestones, and then prompt stakeholders for feedback. Here is an email sample you can emulate here:

Subject line: Financial Annual Report 2023

Dear Stakeholders,

I’m delighted to present the Financial Annual Report for 2023. This report encapsulates our fiscal journey, showcasing our achievements, challenges, and growth trajectories over the past year.

Your insights and feedback are invaluable. After reviewing, please share your thoughts ahead of our annual financial review meeting.

Warm regards,

Report email sample 4: Research findings report

Research findings report emails convey the culmination of intensive study or investigation. The creativity needed to write this email is to articulate the key discoveries and their implications in a comprehensive yet succinct way.

Provide a brief about the research’s objective. Next, summarize the key findings and hint at their potential impact. Then, encourage the recipients to delve into the details and consider the implications for the broader organizational strategy.

Here is a sample email for this:

Subject line: Research findings: customer behavior study 2023

Hello Team,

The research on customer behavior throughout 2023 is complete. The attached report unravels our seminal discoveries, each echoing potential reverberations across our marketing and product development sectors.

I urge each member to immerse themselves in these findings, for they promise to be instrumental in sculpting our forward trajectory.

I encourage everyone to review these insights as they’ll be foundational for our upcoming marketing initiatives.

Report email sample 5: Project completion report

A project completion report email signifies the end of a journey. Your report should narrate the challenges surmounted, the goals achieved, and the lessons learned.

So, for this email, recount the project’s objectives at the outset. Celebrate the milestones achieved and candidly address any hurdles faced. Close by inviting them to provide feedback and emphasize the collective effort that saw the project to its conclusion.

Subject line: Project Delta: Completion Report

I’m excited to announce the successful completion of Project Delta. The attached report provides a comprehensive overview of our journey, outlining our achievements, obstacles overcome, and the final results.

Your feedback is essential for future endeavors. I look forward to your thoughts.

Thank you for your continued support.

Report email sample 6: Feedback or survey report

When writing an email for such a report, the focus should be on acknowledging the effort behind gathering feedback and highlighting the key insights.

Your email should express gratitude for the participants of the survey or feedback process. Provide a précis of the main content of the report, then conclude by emphasizing the importance of this feedback for future decisions. Here is an example you can learn from:

Subject line: Customer Feedback Report - July 2023

We’ve successfully collated the feedback from our customers in July. The insights we’ve derived from this process are integral to understanding our product’s market performance and pinpointing areas for enhancement.

I encourage everyone to thoroughly review the attached report and be prepared to integrate these insights into our future strategies.

Best wishes,

Report email sample 7: Initial draft report for review

Generally, your goal here is to request feedback. So, you want to set clear expectations about the response timeline and the areas requiring specific attention. Here is an example for this:

Subject line: Initial Draft: Marketing Strategy 2023 for Review

I’m sharing the initial draft of our Marketing Strategy for 2023. Your expertise and feedback will be crucial in refining this document.

Kindly review and share your comments by the end of the week.

Report email sample 8: Confidential or sensitive report

Confidential reports demand discretion due to the sensitive nature of their content. Your email should state the confidential nature of the report prominently.

Mention the reasons for the report’s confidential status and the consequences of unauthorized sharing. Reiterate the importance of discretion in handling the report. Here is an example:

Subject line: CONFIDENTIAL: Executive Compensation Report 2023

I’m entrusting you with the Executive Compensation Report for 2023. Due to the proprietary data and personal information contained within, this document has been classified as confidential.

It is imperative that it remains within our circle and is not disseminated without explicit approval. Your understanding and discretion are paramount and much appreciated.

Report email sample 9: Updated version of a previous report

Circumstances change, and occasionally, reports need updating. When writing an updated report, clarity regarding the nature and reasons for the updates is essential.

In your email, reference the original report and its date of issuance. Describe the reasons prompting an update, specifying the sections or data points that have been revised. Request a review of the updated sections and encourage feedback. Here is a sample you can use:

Subject line: UPDATED: Sales Forecast Report - Q4 2023

I’m sharing the updated version of our Sales Forecast for Q4. Changes have been made based on the latest market trends and feedback from the sales team.

Please review the revised projections and strategies in this version.

Report email sample 10: Error correction in a previously sent report

Your report email here needs to be clear about the error’s nature, its implications, and the steps taken to rectify it. So, start by acknowledging the oversight openly. Provide information about the corrected data. End by expressing gratitude for understanding and patience.

Here is an email sample for this:

Subject line: CORRECTION: Financial Report - June 2023

We identified an error in our previously sent Financial Report for June. Attached is the corrected version. The discrepancies were found in the profit calculations, and we’ve rectified them in this update.

Apologies for the oversight, and thank you for your understanding.

Key takeaways

Your email subject line is the first thing recipients see, and it heavily influences whether your email is opened. Always shoot for a clear and context-rich subject line.

The email body should provide the reader with all necessary context and expectations: what the report is about, why it matters, and what actions are expected upon review.

If your report is an updated version or a correction of a previously sent document, be upfront about it. Clearly mention what has changed, why the update or correction was necessary, and how the recipient should approach the new document.

Need help with email marketing and lead generation ? We are ready to help. Nerdy Joe can help you get stellar results from our sophisticated email marketing efforts. Talk with us today.

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How to Create the Perfect Retail Store Visit Report Template

Jul 4, 2019 11:25:07 AM

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If stores are an untapped goldmine of data waiting to be found, store visits and audits are how retailers strike gold .

They monitor and measure valuable data about the in-store experience.

Related: The Complete Guide to Retail Store Visits and Audits

But how can that data be extracted from such a complex, qualitative environment and manufactured into the shiny 24K items we all know and love?

Store visit reports.

Data and insight pulled from store visit reports help store and area managers improve, and help HQ give stores exactly what they need to deliver a flawless customer experience.

So if visit reports don’t contain the right information, or have the right information in the wrong format, retailers can’t get the data they need.

They’re going to end up sluicing through a lot of mud for a really long time.

For most retailers we speak with, area managers create their visit reports by manually collating data into a Powerpoint presentation or a spreadsheet, and then emailing it to the regional team. Jumping between applications for form and data collection is also a common practice.

These ways of creating a report are time-consuming, have too much detail or not enough, and don't help the retailer quantify store KPIs.

The right store visit report taps into valuable data from stores and creates a ripple effect of positive change that spreads far wider than merely helping the store perform better.

And to make creating the perfect report easy, retailers need a standardized store visit template for the entire organization.

The perfect store visit report template:

Clarifies expectations for the store manager - no more frustration from trying to decipher exactly what the area manager meant or why certain comments were made
Helps area managers identify which store teams they need to spend the most time with and tailor their approach for each store
Helps head office understand why issues are cropping up and take steps to prevent them from happening
Helps other departments like maintenance and IT to monitor and fix issues
Helps brands understand competitor product placement and negotiate a better commercial strategy with retailers
Improves customer experience and increases conversion rate and basket size

"When constructing a store visit report template, it's critical to ensure that you're giving the user a sense of flow around the store. Make sure it reflects every key point, allows conversation with the store manager and enables the user to create specific actions which can be easily followed up."

- bahareh, customer implementation manager @ yoobic.

The perfect report template delivers data that helps the entire organization improve. Here's how to create one that's perfect for your stores, area managers and your entire organization.

Related: 5 Common Problems with Retail Store Visits and How to Fix Them

1) Make it scannable.

Our attention spans are short. It's estimated that 55% of people viewing any webpage spend fewer than 15 seconds reading it. Working in retail is like having 35 browser tabs open in your brain all the time, except instead of tabs they're things that needed to be done yesterday. Store visit reports should reflect this reality. Build a summary section into the template that tells the reader everything they need to know, including:

Key findings from the previous visit
Whether the store passed/failed and is compliant/non-compliant
The area manager's recommendations

A bit like a clickbait list post you'd find on Buzzfeed, visit reports need to be easy to digest and even fun to read if retailers are to mine valuable data from the store visit (you won't believe number 7!).

2) Make it standardized.

The perfect store visit report leaves no room for interpretation in its findings.

This goes further than the report itself, because it means area managers must evaluate stores using a standardized set of questions with a standardized set of answers, whether the answers are yes or no or 5 stars out of 5.

If anyone reading the report is to gain a full picture of how stores are performing, the report has to have sections that are consistent across the entire network, such as visual merchandising, uniform standards, stock levels and so on.

Break up the report template according to the most important focus areas of the visit and give stores a score for each. This enables area managers to get the full picture of how each store is performing, where it's weaknesses are and compare it with others in the network.

3) Make it visual.

Include lots of space in the template for store pictures taken by the area manager. Anyone reading the report, especially head office, should be able to visualize being inside the store. Retail is visual, and photos are a huge part of data.

4) Make it actionable.

All the detail in the world is irrelevant if it doesn't trigger improvement.

A quick scan of the report should reveal what recommendations the area manager made after the last visit, as well as what action she'll be taking after the current one. This helps store managers fully understand what's expected of them and helps the area manager make the most productive use of their time on the next visit.

The perfect visit report should open up a dialogue between the store and area manager, and should help HQ understand how they can give stores and area teams the resources they need to perform their best.

Related: Why Retailers Need to Align Sales and Operational Data

5) Make it quick.

The perfect store visit report is one that's automatically generated and doesn't require hours of data collation in the back office or the car.

By digitizing store visit procedures using an app like YOOBIC , area managers can generate a standardized visit report with the click of a button. Taking the time and effort out of report creation gives area managers the bandwidth to focus their time where it really matters - building relationships with store teams and assigning action plans for improvement.

Interested in learning more about how to strike gold with every store visit? Download the Ultimate Guide to Improving Store Visits, featuring an interview with Halfords UK!

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Dashpivot article – Site Visit Report format

Site Visit Report format

What needs to be in your site visit report.

A site visit report is a comprehensive document that captures the details, observations, and the progress of a particular site at a specific point in time. This is often used by project managers, engineers, architects, and other professionals to document site conditions, progress, or any issues that might arise. The exact details can vary based on the purpose of the visit and the industry, but generally, the following elements are included in a site visit report:

Project name
Site address
Date of visit
Name of the people visiting
Brief description of the project
Purpose of the site visit
Schedule and timeline of the site visit
Persons met and their designations
Discussions held or activities observed
Detailed account of what was observed
Photos (with captions or descriptions) can be particularly helpful
Status of ongoing work
Equipment/material present on site
Safety measures in place and any violations observed
Environmental considerations and their adherence
Any deviations from the planned work
Delays or challenges faced
Areas of concern related to quality, safety, environment, or other pertinent topics
Steps or measures suggested to address the identified issues or concerns
Any follow-up required with specific persons or entities
Overall assessment of the site visit
Next steps or future visits
Any additional documents, drawings, or references that can support the report content
Maps or layouts of the site
Signature of the people who visited the site to authenticate the report
Date of signing

What should be your site visit report format?

Here's a sample format for your next Site Visit Report.

Report Title: Site Visit Report Project Name: [Project's Name] Location of Site: [Site's Address] Date of Visit: [Date, e.g., September 13, 2023] Report Prepared By: [Your Name/Team's Name]

1. Introduction: A brief description of the site and the project. Mention any background information pertinent to the visit.

2. Objective of Visit: State the main reason or reasons for the site visit.

3. Attendees: List the names and roles of all individuals present during the site visit.

4. Summary of Activities/Observations: Provide a brief overview of the day's activities, meetings, inspections, etc.

5. Detailed Observations: Document in-depth observations. This could include:

Progress of the project.
Work quality.
Safety measures in place.
Status of equipment/material on site.
Interaction with site personnel.

6. Photos and Diagrams: Insert relevant photos and diagrams with captions. Ensure photos are clear and provide value to the report.

7. Issues/Concerns Identified: List any problems, concerns, or deviations observed during the site visit.

8. Recommendations: Based on your observations and identified issues, provide actionable recommendations.

9. Conclusion: Summarize the main findings from the visit and the overall status of the site/project.

10. Next Steps/Follow-Up: Detail the future actions required, potential follow-up visits, or any impending decisions based on the site visit.

11. Attachments: Mention any additional documents, notes, or materials attached to the report.

12. Signatures: Space for the report preparer and any required authorities to sign, indicating validation of the report's content.

See an example site visit report below to see the format in action.

Use this free Site Visit Report format in a digital template

Standardise your site visit report format.

Keep your team running site visit reports in the correct format by using a digital site visit report template .

The free template comes pre-built with the format above, with all the fields, section and information for your team to carry out detailed site visit reports.

Customise the template with any extra information you need captured from your site visit reports, or a custom format, with the drag and drop form builder.

Distribute your digital site visit report for your team to fill out on mobile or tablet so they can fill it out on site while the information is still fresh and at hand.

Build processes for site visit reports

Create digital processes for your site visit reports to ensure the format is followed, reports are recorded on time and as scheduled and shared and accessible to the right people once they're completed.

Use a site visit report app to build fully automated site visit report workflows to request, plan, record and sign off on site visit reports so they meet the format and requirements you need.

Get analytics on site visit report performance and progress using the Analytics Dashboard, with breakdowns how different locations, projects and teams are performing.

Share completed site visit reports in a professional format as PDF or CSV to your team or third parties via the app.

Site diary template

Complete and organise your daily diaries more efficiently.

Meeting Minutes template

Capture, record and organise those meeting minutes.

Progress Claim template

Streamline and automate the progress claim process to get paid faster and look more professional.

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Site Visit Report Template (PDF For Business)

Free site visit reports templates are hard to come by. Intelligent, well-thought-out site visit report templates are a rarity online. Most of the time, you’re stuck with either a) not enough information about a download someone wants you to pay for or b) something so bleak, so bland, that you will need to change half of it to make it reasonably worth its salt.

To lend a mower to this proverbial thicket, we thought we’d do what no one else seems to endeavor to deliver a free site visit report template you can download and start using today . And you won’t get sent to some screen asking for a credit card either. This one is on us.

Before you dive into the download, let’s take a few points and unravel their mystery to ensure we’re on the same page. After all, we were hoping you could make the best use of your site visit reports templates, so it makes sense to communicate how best you might utilize this site reporting tool. Let’s dive in.

Table of Contents

Included In The Site Visit Report Template

The watermarked Site Visit Report by 1stReporting.com

Site visits are a common practice in many industries. Some of these industries include:

Construction
Project Management
Property Management

We’ve done our research to set the template, so you’ll find the template valuable and efficient no matter the function. It should work great in Construction, site project management, and also property management endeavors.

Diving into the template, you may notice three primary sections:

Administrative
On-Site Report Information

These sections are all very standard and should require no further explanation, save for the central data collection section.

The on-site report information or central data collection section of the site visit report template has five areas:

Site Conditions – From safety to functionality, the site conditions section allows notation of your findings of the site.
Current Work In Progress – It holds the details about the work taking place at the time of the site visit, whether on temporary shut down to accommodate for the visit or not.
Scheduled Work Preparation – It includes the details and information about the following stages and the pre-development on-site to accommodate upcoming steps and processes.
Observations – Your reporters will include any overall observations, points requiring notes, or other information.
Additional Report Details – An information overflow section allows you or the reporter to include any other pertinent details about the site visit that were not included in the report. The section can also be used as a supplemental data capture section.

How To Use The Site Visit Report Template

The Site Visit Report Template is an organized slate for your site reporting needs. It is purposefully organized, with room to write observations and details for each of the vital fundamental metrics you’re likely to explore on your site visit.

Step 1 – Download the template.

Step 2 – Print the template.

Step 3 – Complete your report.

It doesn’t get much simpler than that. However, you know that your site visit report will be complex in comparison. We thought sharing six essential tips for a successful site visit process would be of use to aid you in your quest. And without further ado, here are the tips to use with your Site Visit Reports Templates.

6 Essential Tips For Site Visiting and Reporting Success

Get Tooled Up

One of the best things you can do pre-inspection is to ensure you have the best tools to aid you in your site visit reporting. Now, you could easily download and print the Site Visit Reports Template we’ve provided here; or you could look at using a fully digital solution.

At the very least, you or your appointed reporting staff will likely carry a smartphone with them. Using a digital solution, you can use this device we all carry regardless for the reporting process itself. With digital solutions like what you’re going to find with 1st Incident Reporting’s mobile and customizable app, you can do a lot more than fill out a report on your phone or tablet. We’ll get more to that later.

Plan It Out

One of the most essential lessons to learn in business management is that appropriate planning saves time, money, and headaches. Preventing disaster is wise by having a well-thought-out plan of attack for your site visit inspection and subsequent reporting.

Break down your site visit into notable segments, and you’ll find you can quickly investigate a segment at a time, then cross it off your list. Segmentation for inspections tends to allow for a more straightforward determination of process faults at the micro-level rather than the macro. It’s also a great way to formulate your plan to complete the site visit efficiently and effectively.

Watch The Weather

If your operations or those of the site you or your reporter will attend are outside, watching the weather might be as crucial as it would on a day run to take the family to the beach. The weather might play an even more critical role if the site visit itself will hamper outdoor operations.

Similarly, if you are in Canada or one of the Northern United States, where harsh winters are an annual reality, accounting for weather in your plans is something every intelligent manager will do.

Communicate Intent

Depending on the nature of your site visit, it’s typically a wise and polite idea to communicate your intent to perform a site inspection. It’s essential when you’re looking at a sudden shutdown of operations to accommodate for reporting staff to perform their site visit.

Whether you’re letting the team lead for building materials coordination know or the foundation construction foreman, communicating your intent to perform a site visit is a professional way to move forward. It’s also a great way to build up the people around you by including them instead of excluding them. ( source )

Coordinate With Teams

You need to coordinate with relevant teams rather than just communicating that you’ll have an on-site inspection site visit completed on a particular date and time. It’s one thing to drop an email or a phone call to let someone know; it’s another thing to invite their active support.

When you coordinate with teams on-site for your site visit, you communicate a powerful message – that teams are stronger when they work together. Consider the ramifications of an unannounced site visit. Staff would be paranoid, on edge, and looking over their shoulder. Although you might increase specific workforce metrics by instilling a culture of fear, you likely won’t get anyone’s best work.

The moral of this short thought was that it usually pays more significant dividends to work with people than against them.

In order to look at things from another perspective, there are cases where you need to communicate your intent to do a site visit for your own safety. Here’s an interesting fact: In 2019, 33% of worker fatalities in road construction sites involved a commercial motor vehicle. There were 250 such deaths that year. ( source )

Sometimes coordinating to shut down a busy vehicular area to allow pedestrian inspectors or management to do a site visit is for everyone’s best interest and safety.

Don’t Be Afraid

Okay, we aren’t saying you’re a child in a dark room at night during a thunderstorm, not at all. This last tip is perhaps the most essential tip of all because it challenges you to step outside your comfort zone. When we say don’t be afraid, we mean don’t be afraid to ask for help.

The best leaders are those who recognize the limitations of not only the team but of themselves. In placing limitations on our workloads, we limit stress from pushing us to a breaking point.

Given the complexity of many construction projects and other projects that might incur a need for regular site visits and reports, it’s obvious why some companies utilize entire teams for their site and project management.

Never feel afraid to ask for the help of another professional. Managing big projects isn’t easy. It’s okay to ask someone for assistance to help you complete a big or prolonged site visit.

Next Steps: Digitizing Your Site Visit

Okay, so you’ve got your template printed and ready to go, a viable solution to documenting a site visit report. However, would it be easier to carry a tablet you could complete the report on directly, including photos or even video? Or perhaps customizing a report to include a checklist you can check off right on your smartphone as you walk around the site?

With a digital, mobile solution, you have the freedom to come and go into the report as you please. And when the report is complete, the custom notifications can let the right people know the report is complete and ready for sharing.

Automated processes take the guesswork out of remembering to hand in a report. They allow management to immediately take action rather than wait to see a paper report to determine what happened.

Like the 1st Reporting app, a digital solution allows for instant collaboration, so if you need to have one, two, or even several other staff assist in a group site visit, each could contribute on their own device.

Saving you time and money while offering you a secure platform for customizable site reporting is the name of the game here. Find out how turning your site visit reports templates digital can move your business forward.

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7 Marketing Report Examples

7 Marketing Report Examples & Templates

You know that marketing reporting is essential to your marketing efforts: it tells you whether your marketing campaigns are performing well or your marketing strategy needs refinement. But you also don't want to spend all your time analyzing your marketing channels' performance.

That's where a good reporting tool with clear and automated marketing reports comes in.

See this report example with your own data

Here's everything you need to know about marketing reports, including how to create one and seven types of marketing report examples .

What is a marketing report?
Why do you need a marketing report?
How often should you create a marketing report?

How to present your clients' marketing data

What marketing report templates should you use?
1. General marketing report example
2. SEO marketing report example
3. PPC marketing report example
4. Social media marketing report example

5. Display advertising campaign marketing report example

6. Ecommerce marketing report example
7. Email marketing report example

What is a marketing report?

A marketing report is a comprehensive analysis presented in real time through data visualization . It details the performance of various marketing channels to inform and help the marketing team, clients, and stakeholders make data-driven decisions.

Importantly, it lets you quickly and easily monitor your marketing performance across all your marketing channels and tells you where your digital marketing efforts are a success and where they might need to be optimized.

Why do you need a marketing report?

As a marketer, you want easy access to data on your key marketing metrics. A digital marketing report gives you all your marketing data, constantly tracked. You can use a Google Analytics report , a social media report , or all of these simultaneously.

You can include KPIs (key performance indicators) and data sets from all the top marketing channels, from Google Analytics to social media, email marketing to paid search, and more! There are many key metrics, and selecting the right ones can be tricky.

Luckily, automated marketing performance reports come with preset KPIs to get you started, and if you decide to track different metrics, you can do that: they're fully customizable .

How often should you create a marketing report?

We usually recommend creating reports on a monthly basis. While creating daily or weekly marketing reports can be helpful for you, the marketer and your clients may get overwhelmed by the sheer number of reports and start ignoring them—not what you want.

Monthly marketing reports allow you to gather enough data to see how changes have affected marketing results while ensuring that underperforming campaigns don't run too long. The best part is that whether you create a daily, weekly, or monthly report with a reporting tool such as Dashthis , you only have to create your report once, and your data will automatically be updated daily.

Giving your clients a clear and concise marketing dashboard is essential: it keeps them informed about the marketing efforts undertaken and, importantly, tells them whether they're getting a good return on investment on their marketing budget.

Here are some tips for creating a good marketing report:

Use visuals - charts and graphs are much better than a written paragraph of statistics.
Include results upfront - this is ultimately what clients are interested in and this should be page one of your report. Also include notes and explanations for why things happened the way they did so that your clients have a full understanding of the marketing campaigns' performance.
Don't bury bad results - instead, include them upfront, explain what happened and what you're going to do about it. Clients will appreciate the honesty.
Keep it concise - if you have a lot of material to cover that's fine but try to keep it short and snappy
Use section headers - this makes it clear what you're talking about and makes your report easier to follow
Incorporating multiple data sources helps you understand what's working and what's not. This allows you to make better, more informed decisions that match your business goals.

What marketing report templates should you use?

Our monthly marketing report templates are designed to save you time regarding marketing reporting. They're preloaded with the most relevant KPIs and fully customizable so you can change them according to your or your client's requirements.

Here are 7 of our most popular marketing report templates:

1. General marketing report example

This tremendous template will give you an overview of all your marketing activities. From content marketing to e-commerce analytics to search engine optimization, your marketing or sales team will have the critical data at their fingertips.

Remember that this report is an overview; if you want to examine the stats, check out the other templates below.

Some KPIs we recommend including are:

Bounce rate
Campaign performance
Channel performance by traffic source (website traffic, organic traffic, paid traffic, referral traffic)
Conversion rate
Goal completions

Use this report with your own data !

2. SEO marketing report example

SEO is a key part of any long-term digital marketing strategy. You probably already use Google Analytics dashboards , but this report will help keep you and your clients informed about how your SEO efforts are performing.

Key KPIs you should think about including in your SEO report include:

Organic sessions
Organic conversions
Organic landing pages
Keyword rankings

3. PPC marketing report example

The good thing about PPC is that the return on investment is easy to track. It's also a good strategy for driving conversions - but only if results are monitored and optimized.

Our PPC report supports Google Ads, Facebook Ads, Bing Ads, SEMRush, and more!

A good PPC marketing report will include stats on:

Number of leads
Clicks and costs
Conversions
Ad performance

We also recommend organizing your data by channel to get a breakdown of how each one is performing.

4. Social media marketing report example

There are two aspects to social media marketing : paid (like Facebook Ads) and organic (content marketing, for example). The most popular social media channels you're probably using for campaigns are Facebook, TikTok, Twitter, Instagram, YouTube, and LinkedIn, and you'll want to include all the ones you're currently using in your report.

Key KPIs that should be in your report are:

Demographics of the target audience
Likes and followers
Impressions and reach
Engagement rate
Top performing posts

As with PPC marketing, the data in the report should be organized by social media platform for a clearer overview.

Bring all your advertising campaigns into one marketing report for a complete view of their performance with our display advertising campaign marketing report .

Whether using Facebook Ads or Google AdWords, this report should include all your display ad channels.

Your data should be organized by campaign and you should track the following KPIs for each campaign:

Cost and cost per click
Click-through rate (CTR)
Impressions

6. Ecommerce marketing report example

As your products and services evolve and change, so should your e-commerce marketing strategy. Our e-commerce marketing report includes all the main KPIs you'll want to track to ensure you get the best possible results from your e-commerce marketing efforts.

Ecommerce marketing involves several marketing channels, from Google Analytics to social media, so there's no shortage of important metrics to track.

Transactions
Pages per session
Average order value

7. Email marketing report example

Email marketing is a great way to get your products and services in front of people—they go straight into their inboxes. But you can't just fire out emails and hope for the best.

You've got to track how the campaigns are performing and how changes in content ultimately affect your bottom line.

That's where our email marketing report comes in.

KPIs your report should include are:

Number of emails sent
Unique open rate
Overall campaign performance

Fundamentally, you want to track how many people opened your email and converted.

Use this report with your own data

Marketing reports built for marketers

DashThis has a bunch of other report templates that cover pretty well every aspect of digital marketing. All of them make reporting on marketing campaigns quicker and easier: DashThis fetches the data automatically, so you don't have to manually enter data into Word or Excel to generate different types of reports for your clients.

It's also full of functionalities and intuitive; reports can be created by dragging and dropping the widgets you want to display. Once you're happy with the report, it can be automatically delivered to whoever needs to see it.

Marketing analytics made easy! How fun is that?

Ready to save some time? Try out DashThis free for 15 days.

DashThis is the power behind thousands of reporting dashboards created by and delivered for agencies and digital marketers every month.

Try our report templates with your own data today!

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Whenever a customer visits an establishment due to important business-related matters, you will most likely be required to make a detailed account regarding what took place. This is when you will have to make a customer visit report and this article will provide you with the information on how to make one. You may see report samples .

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Marketing Reporting Examples: How to Build and Analyze Marketing Reports

Run marketing reports that better inform your decisions, bolster your marketing resources, and help your organization grow better.

MONTHLY MARKETING REPORTING TEMPLATES

Excel, PowerPoint, and Google Drive Templates to Make Your Monthly Reporting Faster and Easier

A hand holds up metrics for a marketing report

Updated: 11/03/23

Published: 11/03/23

As a marketer, I make crucial daily decisions that can impact the company I work for. Using my best judgment, I track important metrics like traffic, leads, and customers — and I provide a marketing report to back up my decisions.

While the above metrics are crucial to my marketing funnel and flywheel , a marketing report helps me further explore my findings and properly analyze the data to make the best decisions I can for my team and company.

Marketing reports aren‘t just vital for my work, they’re key to any marketer looking to do what‘s right for their organization. In this article, we’ll explore what a marketing report is and how to build one, and we'll spotlight some examples.

Marketing Reporting

Marketing reporting examples, how to create a marketing report, create your marketing report today.

Marketing reporting is the process of gathering and analyzing marketing metrics to inform future marketing decisions, strategies, and performance. Marketing reports uncover meaningful, actionable data that help you draw important conclusions and meet organization-wide goals.

Marketing reports vary depending on what data you’re reviewing and the purpose of each report. They can assess where your traffic and leads are coming from, what content they interacted with, if and when they converted, and how long it took to become a customer.

Take our free, 20-minute HubSpot Academy course on marketing reporting to measure success and optimize your efforts.

To reiterate: Marketing reports inform decisions .

You wouldn’t run a marketing report to review data performance or check on an ongoing goal — for these purposes, you’d glance at your marketing dashboards.

Look at it this way. Compiling a marketing report for knowledge’s sake is synonymous with scheduling a meeting to review a project. Who wants to attend a 30-minute session to review what could've been shared via email? Not me.

The same goes for marketing reporting. Reports should help you decide or come to an important conclusion — similar to how a meeting would help your team deliberate about a project or choose between project resources.

In short, marketing reporting is a precious process if used and crafted correctly.

Marketing Reporting Templates

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Measure CVR.
Track channel performance.

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There are hundreds of reports that you can run to dig into your marketing efforts. At this point, however, you’re likely asking, “Where should I start?“ and ”What are those basic marketing reports I can run to get more comfortable with all the data I’ve been tracking?”.

We’ve pulled together these five marketing reporting examples to get started.

You will need some marketing software (like HubSpot Marketing Hub) to do this. You should also ensure your software allows you to export the data from your software and manipulate it in Excel using pivot tables and other functions.

This free guide and video will teach you how to create an Excel graph, make pivot tables, and use VLOOKUPS and IF functions.

Since we use HubSpot for our reporting needs, I'll show you how to compile these reports using the Marketing Hub tool. (The data below is sample data only and does not represent actual HubSpot marketing data.)

1. Multi-Touch Revenue Marketing Report

As a marketer, you’re a big part of your company’s growth. But unless you can directly tie your impact to revenue, you’ll be forever underappreciated and under-resourced. Multi-touch revenue attribution connects closed gain to every marketing interaction — from the first page view to the final nurturing email.

That way, marketers get the credit they deserve, and marketing execs make more innovative investments rooted in business value instead of vanity metrics. As a bonus, multi-touch revenue attribution can help you stay aligned with your sales team.

HubSpot customers can create multi-touch attribution reports quickly; HubSpot’s attribution tool is built for real people, not data scientists. (It also connects every customer interaction to revenue automatically.)

Navigate to your dashboard and click Add Report > Attribution Report . Select from the set of pre-baked best-practice templates, or create your own custom report.

How to Analyze Revenue Reporting

To analyze revenue reporting, determine what’s working and double down on it. Look at the revenue results from different channels and see where you most succeeded. Use this information to decide what marketing efforts to invest in moving forward.

For example, if you notice that your Facebook campaigns drove a ton of revenue, run more Facebook campaigns!

Multi-touch attribution reports should be run monthly to understand the broader business impact of your marketing channels. While revenue is necessary, you should dig into some of your other metrics for a more complete picture.

2. Channel-Specific Traffic Marketing Report

Understanding where your traffic comes from will help you make strategic decisions as you invest in different marketing channels. You should invest more resources if you see strong performance from one source.

On the other hand, you can invest in some of the weaker channels to get them on pace with some of your other channels. Whatever you decide, source data will help you figure that out.

HubSpot customers can use the Traffic Analytics report (under Reports > Analytics tools in your navigation) to break down traffic by source.

Want to get an even deeper understanding of your traffic patterns? Break down your traffic by geography. (Example: Which sources bring in the most traffic in Brazil?) You can also examine subsets of your website (like your blog vs. your product pages).

Don't forget to share this post!

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Per- and polyfluoroalkyl substances (PFAS) are a diverse group of thousands of chemicals used in hundreds of types of products. PFAS in the environment can enter the food supply through plants and animals grown, raised, or processed in contaminated areas. It is also possible for very small amounts of PFAS to enter foods through food packaging, processing, and cookware.

Because exposure to some types of PFAS have been linked to serious health effects, we are working to better understand PFAS in foods. Since 2019, we have:

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Analyzed post-market scientific data on certain short-chain PFAS and negotiated voluntary market phase-outs. In February 2024, the FDA announced that all grease-proofing agents containing PFAS are no longer being sold in the U.S.

In 2024-2025, we will continue to test foods from the general food supply, with the goal of accurately estimating U.S. consumers’ exposure to PFAS from foods. This includes testing TDS samples and a survey of bottled water. We will also conduct additional seafood testing, including a targeted sampling assignment of filter feeders, such as clams, and other bivalve mollusks, including oysters, mussels, and scallops, and a 600-sample survey of the top ten consumed seafood species in the U.S. To expedite our testing schedule, we are taking steps to increase our lab capacity.

The results of our testing of the general food supply are summarized and posted throughout the year. If the agency finds that the level of PFAS creates a health concern about a particular food, we take action, which may include working with the manufacturer to resolve the issue and taking steps to prevent the product from entering, or remaining in, the U.S. market. For example, in 2022, two firms recalled products after FDA’s testing determined the levels of PFAS were a likely health concern.

Research, Testing & Analysis

Although PFAS have been in use for more than 80 years, scientific understanding and technical instrumentation needed to test for PFAS at very low concentrations in food only began in the last 5 years. The FDA has been leading the science in developing validated methods for testing for PFAS in increasingly diverse types of foods. We are testing for extremely low levels of these chemicals—in the parts per trillion. We have extended our testing method to increase the number of PFAS that we can test for, informed by scientific literature, and select PFAS based on their expected uptake by foods and the availability of the chemical standards to accurately identify their presence.

The FDA is also expanding our research effort by using high resolution mass spectrometry (HRMS). This will allow us to determine which additional types of PFAS, beyond those we are specifically testing for with the current method, are present in foods and should be included in targeted methods going forward.

Most of our testing of the general food supply is of samples collected for the Total Diet Study (TDS) . No PFAS have been detected in over 97% (788 out of 813) of the fresh and processed foods tested from the TDS. At least one type of PFAS was detected in 44% (14 out of 32) of the TDS seafood samples and in 74% (60 out of 81) of the samples from our 2022 targeted seafood survey. We are planning an additional targeted seafood survey in 2023-2024.

For the samples where PFAS is detected, the FDA assess each type of PFAS for which there are toxicological reference values (TRVs). There are currently eight types of PFAS with TRVs. The FDA can then determine if the exposures to those PFAS at the level measured are a health concern for young children or the general population. For PFAS that are detected for which there are no established TRVs, health risks from dietary exposure are not assessed. In addition, at this time, the FDA does not consider the possible additive effects of PFAS exposure in samples where more than one type of PFAS is detected. As the science continues to evolve on establishing additional TRVs and on cumulative exposure assessments, our conclusions regarding the potential health risks of exposure to detected PFAS may change.

For more information on our testing method and approach to assessing dietary exposure and for results from our recent sampling, please see:

Testing Food for PFAS and Assessing Dietary Exposure
Analytical Results of Testing Food for PFAS from Environmental Contamination

Authorized Uses of PFAS

The FDA has authorized certain PFAS for use in specific food contact applications. Some PFAS are used in cookware, food packaging, and in food processing for their non-stick and grease, oil, and water-resistant properties. To ensure food contact substances are safe for their intended use, the FDA conducts a rigorous review of scientific data prior to their authorization for market entry. The FDA’s authorization of a food contact substance requires that available data and information demonstrate that there is a reasonable certainty of no harm under the intended conditions of use.

The FDA reviews new scientific information on the authorized uses of food contact substances to ensure that these uses continue to be safe. When the FDA identifies potential safety concerns, the agency ensures that these concerns are addressed or that these substances are no longer used in food contact applications. For example, in 2020, in response to the FDA’s post-market scientific review and analysis of data raising potential safety concerns about the toxicity of food contact substances containing short-chain PFAS with 6:2 fluorotelomer alcohol (6:2 FTOH), three manufacturers committed to a 3-year market phase-out of these substances and to cease all sales of these substances in the U.S. market by December 31, 2023. In February 2024, the FDA announced that grease-proofing substances containing PFAS are no longer being sold by manufacturers for food contact use in the U.S. market. The completion of the voluntary market phase-out of these substances used on food packaging paper and paperboard, eliminates the primary source of dietary exposure to PFAS from authorized food contact uses.

For more information on how the FDA regulates PFAS used in food contact applications and the market phase-out and withdrawals of certain PFAS, including annual updates from manufacturers, please see:

Authorized Uses of PFAS in Food Contact Applications
Market Phase-Out of Grease-Proofing Substances Containing PFAS

State & Federal Collaboration

State collaboration.

The FDA works with states to identify and assess the safety of locally grown and produced foods from areas with known PFAS contamination. This support occurs at the request of the states and generally takes the form of assistance with analytical testing, method development, and safety assessment consultations. The FDA has provided on-going assistance to states in their assessment of several different kinds of foods including crops for human and animal food, and animal derived foods. As appropriate to the food type, this consultation may be provided in conjunction with other federal agencies.

In addition, as part of our technical assistance to states, the FDA is contributing to research to understand how PFAS is taken up by plants, and how PFAS concentrations vary between plants and parts of a plant. This is an area of research that may help us make significant reductions in PFAS exposure from food. For example, by studying PFAS uptake, researchers may help identify plants that can be safely grown in contaminated soil without PFAS uptake to the edible portion of the plant.

Federal Collaboration

The FDA has joined the government-wide approach led by the White House to further advance progress on securing clean air, safe food, and clean drinking water. Through this collaboration with other federal agencies, we will work to identify routes of PFAS exposure, understand associated health risks, and reduce the public’s dietary exposure to PFAS that may pose a health risk.

For more information on the federal government’s approach for reducing exposure to PFAS, please see:

Fact Sheet: Biden-⁠Harris Administration Takes Critical Action to Protect Communities from PFAS Pollution in Drinking Water (2024)
Fact Sheet: Biden-⁠Harris Administration Takes New Action to Protect Communities from PFAS Pollution (2023)
Fact Sheet: Biden-Harris Administration Combatting PFAS Pollution to Safeguard Clean Drinking Water for All Americans (2022)
Fact Sheet: Biden-⁠Harris Administration Launches Plan to Combat PFAS Pollution (2021)

What Are PFAS?

Per- and polyfluoroalkyl substances (PFAS) are chemicals that resist grease, oil, water, and heat. They were first used in the 1940’s and are now in hundreds of products including stain- and water-resistant fabrics and carpeting, cleaning products, paints, and fire-fighting foams. Certain PFAS are also authorized by the FDA for limited use in cookware, food packaging, and food processing equipment.

Chemically, individual PFAS can be very different. However, all have a carbon-fluorine bond, which is very strong and therefore, they do not degrade easily.

The widespread use of PFAS and their persistence in the environment means that PFAS from past and current uses have resulted in increasing levels of contamination of the air, water, and soil.

Accumulation of certain PFAS has also been shown through blood tests to occur in humans and animals. While the science surrounding potential health effects of bioaccumulation is developing, exposure to some types of PFAS have been associated with serious health effects.

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How to Write a Visit Report: 12 Steps (with Pictures)
1. Add a title page to the beginning of your report. The title should be the name of the visit and site, such as "Visit to Airplane Factory" or "Corporate Headquarters Visit Report." Under the title, include your name, your institution, and the date of the visit. Do not put any other information on this page.
Visit Report
A visit report is a document that records the details, observations, and outcomes of a business visit. It serves as a formal account of the activities and findings during the visit, helping businesses track progress, identify issues, and make informed decisions. This report typically includes the purpose of the visit, the individuals involved ...
Free Industry Visit Report Templates (Excel / Word / PDF)
Free Industry Visit Report Templates (Excel / Word / PDF) Posted on January 19, 2024 by Ryan Duffy. When an individual visits the industry whether he or she is a student or an employee, they need an industry visit report template to create a visit report. This document contains a detailed summary of the visit organized in a sequence.
21+ Visit Report Templates
Prepare a Report Format for Visitation Details with a Free Download Example in DOC, PDF, and More. Create Informative Documents about Industrial, IV, One Day, Field, or Market Visits. Incorporate a Visit Report Sample Now on Platforms Like Google Docs and Word.
Report email
Email format guide — 6 examples & templates. Learn how to format emails and get your point across in a professional manner by checking out these 6 common email formats. 1. Report email subject lines. Keep your report email subject lines as easy to follow as possible.
7 Steps to Complete an Efficient and Useful Market Visit
Step 1: Write Your Research Objective. Before even starting to schedule an interview for your market visit, you'll need to set a clear, concise, deliberate and specific research objective. What happens during this step is product teams set out to solve an extraordinarily large, ambiguous problem like "why do we win or lose" or "what ...
Visit Report
1. Write The Details. Write down all the necessary matters and information about the site in detail. Avoid writing your visit report in a vague and general manner. This will let your readers easily understand what happened during your visit and gain a clear picture of everything you are communicating through the pages. 2.
Market Visit Report Presentation Template
A Market Visit Report Presentation is a crucial communication tool that shares insights gathered during field visits to different markets. It helps businesses make informed decisions and refine their strategies. Acting as a bridge between field teams and stakeholders, this presentation ensures alignment and facilitates data-driven decision-making.
Site Visit Report example
Here's what's covered in the site visit report example: Header Information: Report Title: Clearly indicating it's a "Site Visit Report." Project Name/Title: Name of the project or site. Location: Address or description of the site visited. Date of Visit: The exact date the visit took place. Prepared By: Name of the person or team who prepared the report. ...
How to Write a Visit Report
Generally, choose a memo format if the visit report is going to a group of internal leadership members. Choose a more formal business report template if the visit report will be provided to external sources. Use standard business formatting that includes professional type fonts such as Times New Roman or Arial. Maintain 1-inch margins.
Visit reports for the field service and trade fairs
Based on the questionnaire you have created, all the information is compiled during the meeting and attached to a business card. After the trade fair or field service, the completed visit reports are then used to contact the prospects again. A CRM system is often used in this step, which is filled with the information from the visit report.
Free Marketing Report Templates
Digital Marketing Report Excel Template. Download the Digital Marketing Monthly Report Template for Excel. Use this engaging digital marketing dashboard template to gain a holistic view of your online marketing metrics. Track both paid media engagements and organic visitor interactions. Assess the balance between paid campaigns and organic ...
How to Send a Report in an Email With 10 Samples From Experts
Here are some examples of email subject lines you can use when sending a report in an email: "Q3 financial report & key takeaways". "Marketing analysis (Jan-Mar 2023): insights & recommendations". "Monthly health & safety audit results". "Project alpha: Post-implementation review & findings". "Client feedback survey results ...
How to Create the Perfect Retail Store Visit Report Template
3) Make it visual. Include lots of space in the template for store pictures taken by the area manager. Anyone reading the report, especially head office, should be able to visualize being inside the store. Retail is visual, and photos are a huge part of data. 4) Make it actionable.
Site Visit Report format
Here's a sample format for your next Site Visit Report. Report Title: Site Visit Report Project Name: [Project's Name] Location of Site: [Site's Address] Date of Visit: [Date, e.g., September 13, 2023] Report Prepared By: [Your Name/Team's Name] 1. Introduction: A brief description of the site and the project. Mention any background information pertinent to the visit.
12 Marketing Report Templates You Can Use Right Now
2. Quarterly Email Analytics Report. Track your email marketing data with a quarterly report. Include an overview of goals and projections, plus add a conclusion with a review of the most notable data. Color code your charts to match the content and update it automatically with our Google Sheets integration.
Site Visit Report Template (PDF For Business)
The Site Visit Report Template is an organized slate for your site reporting needs. It is purposefully organized, with room to write observations and details for each of the vital fundamental metrics you're likely to explore on your site visit. Step 1 - Download the template. Step 2 - Print the template. Step 3 - Complete your report.
How to Plan the Perfect Customer Visit [+ Agenda Template]
Understanding what their future goals are can help align your product with their needs. These in-depth conversations would rarely come up over a quick phone call. 2. Gathering Feedback. Customer visits provide a unique opportunity to gather honest and in-the-moment insight into what your customers need and want.
15+ Sample Visit Reports
15+ Sample Visit Reports. Part of a given person's job may have to do with writing reports concerning different aspects of their work. This could necessitate the use of report templates so as to make the writing easier. The concerns of these reports can vary, one example being visit reports concerning different sites. You may also see Site Visit Report Templates.
7 Marketing Report Examples & Ready-to-use Templates
Ad performance. We also recommend organizing your data by channel to get a breakdown of how each one is performing. Use this report with your own data! 4. Social media marketing report example. There are two aspects to social media marketing: paid (like Facebook Ads) and organic (content marketing, for example).
6+ Customer Visit Report Templates
In the event that you are required to provide an account of the customer's visit, then it's best that you use this customer visit report template in word. Use it to point out details such as why the customer made the visit, the actions are taken, any resources used and so on. 7. Customer Experience Survey Report.
Marketing Reporting Examples: How to Build and Analyze Marketing Reports
These free monthly marketing templates make your monthly reporting faster and easier. 4. Put your most valuable data first. Long marketing reports are acceptable as long as all the data you include is valuable and helpful for whatever decision you or your team need to make.
Market Data
Change. Natural Gas (UK Natural Gas Futures) +3.44%. 82.66. +2.79. BBC News Market Data provides the latest news & financial data on global companies & their share prices, market indices ...
Per- and Polyfluoroalkyl Substances (PFAS)
Tested nearly 1,300 samples of foods on the U.S. market. Provided technical assistance to states, including testing over 400 samples from foods (not on the market) grown, raised, or processed in ...

How to Write a Visit Report

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Visit Report Format

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