The “weekly report” is a document that reports daily business activities to superiors and members. The weekly report is an important document that allows for an objective understanding of risks and employee status in a particular job at weekly intervals and also contributes to the accumulation of knowledge.
On the other hand, weekly reports have the disadvantage that they are more complicated to create than daily reports, and many companies use “templates”. However, some of them may be wondering “what kind of template to adopt in order to make the format uniform in their company”.
In this issue, we will focus on “points to consider when creating a weekly report” and “5 recommended free Excel or Word templates for below people.
- “I want to streamline the creation of weekly reports with a template suitable for my company.”
- “We want to reduce the time and effort required for weekly report work, and make it more appropriate for your company’s use.”
- “I want to create a weekly report that correctly conveys the details of the week’s work to my supervisor.”
This article will help you choose the template that is best suited for your team or company and make it easier to create a weekly report that accurately conveys information.
Contents
3 points to keep in mind when creating a weekly report
Here are 3 points to keep in mind when creating a weekly report. If the following points are not followed, you will not be able to share business information properly with your supervisor.
(1) Be specific
The first point when creating a weekly report is to be specific.
The weekly report is necessary not only to review your own work, but also for your supervisor to check the status of his/her subordinates. Therefore, it should be filled out with an awareness of the 5W1H so that the supervisor can quickly grasp the situation.
In addition, it is easier to discover issues if you use numbers to fill in sales figures and other information in an easy-to-understand manner.
However, it is important to avoid the situation where “the sentences become too long because of too many specifics”. Long sentences are difficult to read, so the key is to use “bullet points” to make it easy to understand.
(2) Fill in your findings and problems
The second point when creating a weekly report is to write down your findings and problems.
By writing down your findings and problems, it will be easier to set long-term goals and work plans later on. Also, if you also write down the corrective measures for problems, you will be able to clarify what you need to do next.
In this way, it is important to write in the weekly report about your findings and problems in order to achieve long-term goals and plans. However, it is important not only to fill in the form, but also to brush up on it based on feedback from your supervisor.
(3) Check before submitting
The third point when preparing the weekly report is to check it before submitting it.
In addition to typos and omissions, any omitted information will have to be corrected again, so be sure to check before submitting. In particular, when dealing with “numerical values” such as project progress reports or sales results, be careful not to make any mistakes.
As mentioned above, only accurate information should be included in the weekly report, otherwise it will remain inaccurate. Therefore, be sure to check every detail before submitting it to your supervisor.
Only one reason to use a template for your weekly report
The reason why you should use a template for your weekly report is that it will reduce the amount of time you spend creating and reviewing your weekly report, allowing you to spend more time on other tasks.
Specifically, not only will you spend less time creating the weekly report format, but you will not have to wonder “what to write” since the items are already prepared.
In addition, since the templates are standardized in style, it is also clear where to look. Therefore, even if a number of subordinates send weekly reports to manager, manager will not have to waste time checking them.
Thus, using a weekly report template has the advantage of “saving time” for both supervisors and subordinates.
Best tool for creating and managing weekly reports for anyone
Below is the best tool for creating and managing weekly reports.
For example, Excel weekly reports tend to be in a situation where “it is a hassle to send them all the way through email or chat tools” or “I do not know where the past weekly reports are”. Therefore, “IT tools that can be easily shared and quickly accessed” are necessary for weekly report management.
However, multifunctional IT tools are difficult to master and do not easily spread throughout the company. Therefore, choose “a simple IT tool that is not overloaded with necessary functions”.
In conclusion, the tool you should use is Stock, which can store and share all kinds of information, including weekly reports, and can be easily used by anyone.
“Note” of Stock is tied to “Message”, so you can keep in touch with your boss and subordinates smoothly. In addition, you can organize your notes intuitively with Stock’s “Folders” so that you can smoothly find past weekly reports.
In addition, the weekly report format can be registered in the “Template function” and called up with a few simple operations, greatly reducing the time required to create weekly reports.
Stock| The simplest tool that is used even by members who are not good with IT
The simplest tool to stock information "Stock"
https://www.stock-app.info/en/
Stock is the simplest tool to stock information. Stock solves the problem, "there is no easy way to stock information within the company".
With Stock, anyone can easily store all kinds of information, including text information such as requirements, images, and files, using the Note feature.
In addition, by using the "Task" and "Message" functions, you can communicate with each topic described in the Note, so that information is not dispersed here and there and work can always be carried out in an organized manner.
＜Why do we recommend Stock?＞
- A tool for companies that are not familiar with ITYou don't need to have any IT expertise to get started.
- Simple and usable by anyoneStock is so simple that anyone can use it without any unnecessary features.
- Amazingly easy information storing and task managementIt is amazingly easy to store information such as shared information within a company, and intuitive task management is also possible.
＜Stock's pricing＞
- Free plan ：Free
- Business plan ：$5 / User / Month
- Enterprise plan ：$10 / User / Month
5 free Excel and Word templates for weekly reports
Below you will find 5 free Excel templates for weekly reports that you can use right away, by type. Adopt the template suitable for your company so that you can create a weekly report with no omissions.
(1) Weekly report templates of Status.net
The template above is a weekly sales template to manage numerical goal of amount.
Since weekly sales is clear by each item and single page, anyone can understand the total amount without calculating one by one.
(2) Weekly report template of Smartsheet
The above template is a weekly report template for project management provided by Smartsheet.
The functions that are the easy-to-understand status divided by color and milestone diagram allow you to manage the progress of project effectively.
(3) Weekly report template of WPS Academy
This is a basic weekly report provided by WPS Academy.
Since this template can manage not only tasks in detail each day, but also overview of weekly plan, you will be able to record and check without omission.
(4) Weekly report template of Free Report Templates
Here is a template that allows you to keep track of the week’s activities and track the time.
On the other hand, it can track the time mainly in this template, if you manage the tasks in detail, you should use other templates.
(5) Weekly report template of Vertex42
This template provided by Vertex42 has items that horizontal header is date, vertical header is time divided by every 15 minutes.
If you fill in the tasks to the fields, you can understand soon the overview regarding all of tasks in a week.
Summary of points for creating weekly report and free excel template
We have focused on “Points to keep in mind when creating a weekly report” and “Free Excel templates”.
Weekly reports need to be specific and make sure that there is no omission of information. However, it is important not only to “create” weekly reports, but also to “manage” them.
In particular, Excel and Word weekly report files are often similar to each other, and it is often difficult to find the file you want to look at when you need it. Therefore, the weekly report should not be managed in a file, but in an “information sharing tool” that can be managed in a digital notebook.
For example, “Stock,” which has “Note” to easily stock all kinds of information and “Folder” to neatly organize the Notes, will free you from the worries of conventional file management.
Free registration takes only 1 minute, so using Stock and streamline the process of creating and managing your weekly reports.
