Best practices
The following are considered best practice for preparing a report for management (Calzon, 2023):
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Set the strategic goals and objectives: Start by defining what you want to achieve, why you need to write that report, and who you are writing it for.
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Clean your data: Make sure it is clean from any formatting errors or duplications to avoid damaging your analysis later.
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Choose the right KPIs for your audience: Different positions have different needs – keep in mind who wil