If you're a manager, you've likely been asked to write a daily report. These reports help keep all the stakeholders informed about what you're working on in the office and how long it will take to finish specific tasks or projects.
However, daily reporting can seem like an impossible task when you and your team are already managing so many moving parts of the business. This is where a daily report template comes in and gives you a sense of security and accountability.
A daily report template is the best tool to keep track of your business performance without investing too much time.
In this article, we will share 15 daily report templates and guide you through creating your daily reports.
Here’s a short selection of 8 easy-to-edit daily report templates you can edit, share and download with Visme. View more templates below:
A daily report is a document that lists the activities that happened during a specific day. It's typically used by managers to keep track of their employees' activities and to analyze their productivity.
You can create it at any time during the project. Still, it's helpful when multiple stakeholders are involved and everyone needs to stay informed about what's happening in their respective areas.
While it doesn't have to be complex and detailed, it should include several different types of info. The more info you add, the better it will be for your team.
These 15 templates are professionally designed and can be used by businesses of different industries and sizes. You can easily customize them to create amazing reports and give your business a professional edge.
From real estate agencies to event planners, these reports will give you everything you need to stay organized and regularly track business operations.
Let's start with this customer support performance template. With this template, you can monitor the performance of each support agent on an individual basis. Along with your team or department's performance, this report provides detailed information on the average response time, resolution time and customer satisfaction score.
Though this template is designed for the customer support department, you can use it for any department across the organization. Change the title and other information using Visme's drag-and-drop editor to fit the template for any department or business.
This multipage daily report template is designed for construction businesses.
It features an easy-to-use checklist and table for tracking weather conditions, crew details and deliveries received.
The three-toned color scheme gives this report a bold and professional look. The high-quality images also create a strong connection with the text and clarify the information presented in the layout.
You can easily replace the images in this construction daily report template by uploading your own or choosing from 1,000,000 high-quality images from Visme's library.
Are you looking to track the effectiveness of a marketing campaign? This template is perfect for tracking your efforts and keeping them organized. Simply plug in your name, company name, and campaign details. Then fill in all of your campaign details, including reach, likes and comments, as well as some additional comments for the report.
With this daily progress report template, you will never have to worry about losing valuable information about your project again. It keeps track of all info in one place, including project name, project manager, clients, accomplishments and the remaining tasks.
The best thing about this daily report template is that anyone from any industry can use it for effective business reporting.
Daily class reports allow teachers and parents to motivate and monitor their children's performance regularly. We have designed this daily report template to help teachers teach their students better.
Keep track of the student's activities, meals and other behavior easily using this report template.
Keeping track of your finances is made easy with the financial daily report template. It contains customizable fields for recording sales, expenses and income every day. This is a great way to stay on top of your business finances!
Include your logo, brand colors, brand fonts and other branding elements for consistent branding. Visme's brand design tool will help you with this step. Upload all your branding elements in Visme and it will automatically suggest some branded templates in just one click.
Watch the video below to learn how to set up your branding kit in Visme.
Do you get frustrated with finding a template with all the details you need to report your business trip expenses accurately? This travel expense daily report template will help you save time and make reporting simple for your next business trip.
Whether travel, accommodation, or meals, this daily report template covers the decisive cost items of a trip.
For any business that sells products or services, a sales report is important for many reasons.
Our daily sales report templatee is tailor-made for small businesses that want to keep track of the daily sales of their business.
By tracking the total revenue, expenditure and damages, this daily work schedule template adds a level of simplicity and accuracy to help grow your business!
Streamline your sales reporting process using Visme’s integrations. Easily share reports and other projects between Visme and HubSpot or Monday.com.
In today's competitive real estate market, staying active and communicating consistently with customers is key. Create a daily activity report with our real estate report template that provides specific information about sales activity and the local market.
Take a glance at the numbers such as median price, sales, volume, price per sq. ft, days on the market and more for each day. This makes tracking current market trends easy and paints a clearer picture of your neighborhood's real estate climate.
Use Visme's bar charts, pie charts, line graphs, scatter plots, flowcharts and graphs to visualize complex data. And the best part is you can import data from an excel sheet with a few clicks.
Here is another daily report template to track project progress.
Instead of client, team, and accomplishment, this progress report template focuses on the scheduled task, assigned team, status and comment. The combination of blue, violet, and aquamarine gives this template a modern and elegant look.
However, with Visme, you are not limited to these colors. With our color dropper tool, you can easily change object colors with a few clicks. Or, type a HEX code of the color you want in the tool and the color will automatically appear.
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A web development project has many phases, from researching and prototyping to developing and launching. This daily report format shows the timeline for each stage, making it easier to determine whether the project can be finished by its deadline.
This daily report template is essential to keep parents informed of the daycare services and overall progress of their children. Keep track of the meals, activities, extracurricular activities and behavior of the children in your daycare center.
Add the flipbook effect to multipage reports like this to make your readers feel like they are holding an actual document.
Are you looking for a template to record daily activities at your hospital or healthcare facility? This template of business reports is a perfect choice.
Keep track of new, existing and discharged patient details for the day. Also, include the department they are admitted to, the specialists treating them, and many other things necessary to run your hospital efficiently.
Easily customize the report for different purposes using the dynamic field tool. Create custom fields that allow you to swap out information with a click.
Stay on top of your daily goals using this simple daily report template. It features a simple design layout with a monochromatic color scheme and crucial data widgets. You will not find any decoration inside this template. Instead, it has a practical design for businesses that just want to get the job done.
Share the report online using an online link or download the report in multiple formats—PDF, PPTX, MP4, JPG or PNG. Track who has opened the report, how much of it was viewed, and where they spent the most time with the analytics tool.
This template is a must-have for teachers and preschools who want to provide parents with valuable information. It features a colorful design, lots of empty fields, and all you need to track the day's activities. This is a great tool for classroom management and communication between parents and teachers.
With sections for student names, meals, activities, playmates and more, it's the perfect way to document their day!
Business reporting has always been an effective tool for running a business efficiently. Therefore, you might need to create other types of reports as well. Here are 44 business report templates that will help you create professional reports within minutes.
Choose a template and customize it using Visme's free online weekly report maker or annual report maker and make it your own.
And if you’re running out of time and need to submit your report quickly, use Visme’s AI Report Writer to whip up professional-looking reports in seconds. You can also use the AI document generator to create plans, proposals, case studies, ebooks and other document types.
Just describe what you want to create, select styles and let the bot handle the rest. You can go ahead and customize using our intuitive editor.
Before jumping right into creating the report, it's better to learn what to include in it. Here is a list of things you can include in your daily report.
However, if you plan to create a multipage report, you can also include the following:
If the report has multiple pages, include this information on the title page. Here you can mention the project name and the project manager's name.
A Table of Contents (ToC) is a list of the sections and subsections in the report. It should be placed at the beginning of your document to help readers quickly find the information they need.
Here, you'll summarize what the entire report says and sum up its key findings in a few sentences. Include an overview of what you're trying to accomplish with this project: why it matters and how it will benefit others and your organization.
This section provides an overview of the project's current status, focusing on deliverables and risks. It also describes assumptions made during planning, as well as any issues that have arisen since then.
A risk, issue or assumption is any factor that could cause the project to fail. Documenting these risks can help you identify gaps in the project and make better decisions to mitigate the risks.
If you still need help, read this article about report writing format to learn how you can structure your report for better readability.
Are you still confused about whether you should use a daily report or not? Let's see why daily reports are important so you can decide whether to use one.
Daily reporting is a way to ensure that employees are held to the same standards each day. It helps managers know what their employees are doing, which can help them identify trends and training issues.
Managers can use them to monitor team progress toward project completion, increasing productivity and efficiency within your organization.
Daily reporting is a great way to catch problems before they become big.
For example, if you see sales dropping by 10% every day for the last week or so, you might want to investigate why this is happening. You might find out that your competitors have an off-season sale or that there's been some bad press about your company in the news recently (which would likely affect sales).
Daily reports can be used to monitor team progress toward project completion.
For example, a company may have a project that has been developing for three years but is only halfway done. Once they start their daily reports, it will be clear how much time is left until the completion of the project and what needs to happen next.
Writing daily reports eliminate discrepancies between how your business operates on paper and how it actually operates. For example, if a process is being followed but not written down, you're missing an opportunity to ensure the entire process goes smoothly. If your business gets no sales because of poor communication between employees or departments, daily reports can help identify those gaps to be addressed immediately.
Another benefit of daily reporting is that it ensures all of this information is accurate and up-to-date—something businesses worry about when they don't have someone keeping track of things like this!
The purpose of this document is to keep each employee accountable for their activities and project progress. It also provides the manager with information about what is happening in the company.
The daily report can also be used as an opportunity for management to monitor team performance and identify areas where improvement should occur. You must choose a format that works best for your business needs and keeps everyone informed without being too intrusive or confusing!
Now that you know why daily reports are important and what to include, let's learn how to write one. Follow the simple steps below to write your daily report quickly.
Collect data from various sources as they are the most important elements of your daily report. You'll need information about sales figures, customer relationships and other metrics affecting your business performance.
Try to include data from multiple sources. You can use both internal and external sources for each item, so you don't rely solely on one source. Stakeholders will trust your report if they see multiple sources listed alongside each statistic.
You should use a consistent title, heading, and date format. If your organization has a standard way of writing these things, stick to it. For example, if your company uses "Report #1217" as its report title and "Jan. 16th" as the submission date, then do this in all future reports.
If no standard format exists within your company or industry, come up with one that works well for you and stick with it throughout the life span of this report series (the next three months).
To write a report that is easy to follow and provides the information you need, it's crucial to organize your thoughts first. To do this, create an outline of the most important tasks you accomplished each day.
Organize these tasks in a logical order and use headings to help you break down your thoughts into smaller sections. This will make it easier for you and your readers to understand each task involved and where they fit into the overall picture.
Not sure where to start? Use Visme’s AI writer to create an outline or draft for your report. You can also use it to proofread your content.
Write down all of your accomplishments for the day. These items can include things like "completed project X" or "met with client Y." If there are no significant accomplishments or challenges to report on, try writing about something interesting that happened during the day or something that needs follow-up later on.
Plan tomorrow's tasks by listing them out in bullet point format. This will help keep your mind fresh on what needs to get done tomorrow or allow you to plan ahead and avoid last-minute scrambling.
Now it's time to visualize the data you collected from various departments and bring life to your daily report. Also, data visualization will make your report more exciting and easier to read, especially if it's lengthy.
Visme comes with 30+ data widgets, such as progress bars, radial gauges and population arrays to turn your data into actionable insights.
However, if your want to visualize larger data sets, Visme offers 20+ types of charts, graphs and even maps that you can add to your daily report template. You can connect your table and data visualizations to live data and import data in real time.
Make sure your daily reports are interesting to read to create a great impression on your readers. If you create the report using a daily report template from Visme, this part of the process becomes much easier.
You can take advantage of the animated icons, illustrations and special effects to level up the visual game. Add animated enter and exit effects, videos, GIFs and dynamic embeddable content to the report. Since daily reports mostly have single pages, you get limited space to add additional information. Visme allows you to link pages and content blocks to objects to solve this issue. So, if you want to attach additional files, websites, excel sheets or anything else, link it to an element in your daily report.
Once you've finished writing the daily report, send it to your team and ask them to provide feedback. Tell your team that you'd like their feedback on improving the report and what they think should be added or taken away from it. The more input you get from the people who use your daily reports, the better everyone will be in terms of productivity and efficiency.
Share the daily report with your team by sending an email invitation or using a link generated from Visme. With Visme's collaboration features, your team members can comment, pin, circle or draw any part of the daily report template to provide feedback. Use the workflow management tool to manage roles, track progress, deadlines and corrections in one place.
Furthermore, they can make changes to the daily report and those changes will appear live. Read this article about how to do collaborative design right or watch the video below to learn more about this feature.
We hope you now have a better understanding of how to write a daily report. The benefits can be huge and It's not as difficult as it may seem. You will be able to share your accomplishments with others, see what your peers are doing, and receive feedback on what needs improvement.
Use this article as a guide; choose a daily report template from the list above and customize it to fit your needs. Sign-up for Visme's online report maker and start creating your daily reports now!
