Overview with tools, software, best practices and alternatives

What is Operational Reporting?

Operations management is a branch of management that involve the procedures of producing and redesigning of goods and services. Operational reporting is a reporting procedure about the operational details that present the team’s current activity. It aims to support the daily activities of the organization.

Who does Operational Reporting?

Business teams do operational reporting, including the members of the team. Even business leaders can do operational reporting in case they need to provide information and updates to their lead superiors. In addition, the team secretary is usually designated to generate an operational report. There are also times in which the chief executive officer needs to provide an operational report to business affiliates.

Why do people do Operational Reporting?

Business teams do operational reporting in several reasons.

First, doing operational reporting helps business teams, members, and leaders to become updated with information, which makes them aware on the team’s status and progress. They will also know the team’s achievements and issues, along with the team’s future plans, strategies, actions, and evaluation.

Another reason why business teams do operational reporting is the help the report provides them in the future. With the information inculcated in the report, team members, leaders, and affiliates will be able to compare data, analyze them, yield inferences and conclusions, as well as make rational decisions, which will help them reach their individual and group goals.

Operational reporting can also present urgent information, whether new or corrective, which can help the team adjust their future plans, strategies, and actions.

How to do Operational Reporting / Ways to do Operational Reporting

Operational reporting involves essential information on the undertakings, routines, standing, and development of the management team and the project itself.

In doing operational reporting, team members have to include factual, complete, accurate, and updated information. These elements serve as pillars to a good report, which allows team members, leaders, and affiliates to be informed on the team’s standing and development.

The team should also include points, such as achievements and issues, as these also help the team members and leaders to navigate the team’s performance, allowing them to reach their goals. The team’s accomplishments will reflect the team’s strengths and capabilities and can also inspire and motivate team members. The issues experienced by the team, whether actual or potential are included in the operational report, for the team to talk about possible ways to resolve or prevent problems.

Advantages of doing Operational Reporting

Operation reporting is advantageous to the management team for the following reasons.

Communication is one advantage of operational reporting. A strong channel communication allows the team and its members to function independently in any setting. Without communication, the team will not be able to know if there are concerns or issues coming from other members of the team.

Including the team’s achievements and strengths helps the team to be inspired and motivated in doing their tasks. In addition, the team’s accomplishments will help the team grow stronger, making them more productive and able to reach their goals.

The issues and concerns that are inculcated in operational reporting are also included in the report. These inclusions will help the team prioritize various issues in the team, sort them to categories, and discuss ways to solve actual problems and prevent potential problems.

Disadvantages of doing Operational Reporting

While operational reporting can be advantageous in a number of ways, there are also times in which it can be a disadvantage to the team.

First is the cost operational reporting brings to the team, especially start-up teams or businesses. These teams do not have adequately high funds yet and doing the operational report can add to their expenses.

Another issue in doing reports is the use of the power of the internet in sending the report. While using the internet enables the team members to send and receive information and updates in reports in just one click, poor and absent internet connectivity also hampers them from doing so.

Doing reports is viewed as tedious and time-consuming. Some members of the team, especially those who already have lots of tasks and responsibilities, view it as an additional task that will consume their time allocated in doing their regular tasks.

Best Practices for doing Operational Reporting

Management reporting helps team members, team leaders, and affiliates to become completely informed, updated, and aware on the status and progress of the team and the project.

Team members and leaders should ensure that the information is complete and accurate when doing operational reporting. It is because the information and updates in the report will serve as the basis or foundation of the team’s future activities, such as planning, strategy making, action implementation, and outcome evaluation.

Organization is another trait of a good operational report. In doing operational reporting, the team can use headings and sub-headings in order to let the readers know the contents of the report once they scan it. These will also guide the readers as they read the report itself. In addition to headings and sub-headings, the team can also use bullet points in presenting information, especially critical ones, as these help readers locate main points in the report.

Important information in the report can also be written in bold, italics, or underlined. This puts emphasis on important details that the team member or team leader needs to convey to the team. Also, team members and leaders will be able to easily locate the salient points in the report. However, complete understanding of the report will be possible.

In order to ensure that the report contains accurate information, team members and leaders should also verify the content of the report. Errors identified should be promptly corrected, for the team not to formulate plans, strategies, and actions.

Quantitative data can also be indicated in the operational report. The team members and leaders can present such data using tools, such as tables, graphs, charts, and diagrams. These tools are far more efficient in showcasing numbers and figures, as opposed to narrative approach.

How to do Operational Reporting with Teamreporter

Teamreporter is a business reporting application used by teams to reduce the number of status meetings. It is possible through the schedule report mails that the application sends to the team members. Teams with up to four members can use the application for free and signing up for an account is just fast as one, two, and three.

Teamreporter’s interface is automated and easy to use, enabling team members and leaders to easily send and receive information and updates to and from other members of the team. Teamreporter will send them e-mail notifications, asking them to send information or updates, such as their problems, accomplishments, and plans. After receiving the member’s responses, Teamreporter will generate a data summary, which will be sent to the team the day after.

Flexibility is one of Teamreporter’s assets, making it a valuable help in the team’s arsenal. Team members and leaders can change the questions in Teamreporter’s interface, allowing the team to solicit specific information from the members and leaders. Teamreporter’s scheduled report mails can also be modified, along with the list of members who will receive the report and the list of members who need to send reports.

Team leaders can also use Teamreporter in securing an oversight of the status and progress of the team and the project. They can also identify the members who perform well, aside from those members who need further help. Also, the data in Teamreporter’s report can be used team leaders when they evaluate teams and members, in addition to making their report and training modules.

Alternatives to Operational Reporting

While operational reporting can be helpful to the business team, there are some other alternatives that the business team can take into account when it comes to operational reporting.

E-mail reports and updates are some alternatives the team can use in doing operational reporting. These utilize the power of the internet, allowing team members and leaders send pertinent information updates about the team’s status and progress to the team. This allows easy and fast dissemination of information to the team. However, poor or absent internet connection will disable the team from sending reports.

Status meetings can be done by the team in place of operational reporting. These meetings are quick in nature, but they allow the team members and leaders to become informed and updated on the team’s status and problems. Also, status meetings give no issue to teams, like the startup teams. However, virtual teams cannot do live status meetings, as their members are dispersed in different locales and time zones.

Learn more about Teamreporter

Teamreporter is free for small teams (up to 4 members)