59+ Sample Summary Reports

What Is a Summary Report?

A summary report refers to any type of report where the whole report itself is written in a shorter and more direct-to-the-point version. Nonetheless, a summary report has a variety of functions depending on its context. For example, a summary report for book reports presents the overall story of a book chronologically in simpler and shorter terms. In a financial cost report, it may be summarized from the average list of commissions and total sales only rather than showing the whole calculations in real-time. And the summary report’s goal action plan and intention should be clearly defined per application so its data will be correct and relevant.

According to Hunter College, there are two techniques to write summaries—the short-text summary and the long-text summary. And they are easily identified by their number of pages.

What Is the Purpose of a Summary Report?

Indeed, summary reports vary in function depending on their context or application. But generally, there are three main purposes to a summary report. First, the report introduces the reader to the brief details of the subject being talked about. Basically, the report brings out the gist of its data rather than discussing everything detail by detail. That way, readers need not spend too much time understanding a report, particularly if the original report was a hundred pages long. Next, an important purpose of a summary report is to help with data analysis.

The analysis in a summary report comes in many forms from evaluating a subject’s issue or status, drawing conclusions, and formulating recommendations. So even if a document is short, the meat of the report should still be there to fulfill its own purpose. And the last important purpose of standard summary reports is to convince stakeholders or readers why taking action is very important on the matter. So whether the results or data recorded in the report are good or bad, an action plan should follow. Thus, a summary report is not only for documentation purposes but for a lot of significant functions.

The Qualities of an Effective Summary Report

A summary report is not simply about making an executive summary of your subject. In fact, you should be concerned about its quality rather than the quantitative elements of a report alone. So in this segment, you will learn about the four major qualities that you can say a summary report has top-notch quality.

Comprehensive Summary Reports: First things first, there is no need to copy what was given in the original report then paste it to the summary report. You need to rewrite things in a short but comprehensive manner. If there were a lot of complex words, jargon, and technical terms that average readers would not understand, then rephrase them with easier substitutes. Ensure that your summary report is easy to understand. A tip is to check all the ideas listed in the report and if you can still summarize them, then do so.Concise Summary Reports: Even a brief report will not help if it is not concise and succinct enough. And a tip is to get rid of any repetitive statements and unnecessary words from the document. Because if a summary is longer than the source, then clearly you failed at summarizing your data. So reread your summary report, especially on the supporting details. And those supporting data that you think will not be of significance to the whole thought can simply be taken out.Coherent Summary Reports: Indeed, you take out the essential pieces of information from a data report and use them for the summary report. But once you have collected all the important parts, do not just submit the report right away without editing. Maybe the summary did not make any sense because you have one set of data for one sentence, then the next sentence’s data is too far to be related from the first sentence. Keep it coherent rather than a hodge-podge of information sheet. A tip is to arrange details chronologically so there is a smooth flow of info.Independent Summary Reports: Never simply copy from a source verbatim. Maybe you just copied the texts from the source rather than stating them in your own words. In fact, not being able to express your understanding in a report shows that you did not fully understand what you just reported. A summary report should be its own set of data too, meaning the source is just a reference. And many examples are very austere with this quality, especially if plagiarism is a big no-no like book reports, article analysis reports, etc. But at the same time, be careful with the words you use because your own words could have misrepresented the data already.

The Two Main Techniques to Write Summaries

Hunter College suggests that there are two main techniques in writing summaries. These are the long-text summary and the short-text summary. And besides distinguishing their dichotomy according to their length in pages, what exactly are they? In this segment, you will learn about what the two techniques are for your summary report and how different they are.

Long-Text Summary

If your report covers the long-text summary, then it is likely that your summary report contains more than ten pages. In this case, you can’t just write a single sentence per paragraph because texts may be longer. And a tip is to create a proper text outline where instead of a lengthy paragraph, you break it down into sections. Hence, group them according to their common element, along with supporting details to properly explain your thought. Another summary per section is expected, and as discussed with the four qualities of a summary report, you should observe them here too.

Short-Text Summary

When the summary is a one-page business plan document or fewer than ten pages, it belongs to the short-text summary. In this example, a single sentence summary of every paragraph will suffice; there is no need to write two or more sentences for each. And ensure that your one whole sentence summarizes the text distinctly. Observe the four qualities again, and the short-text summary is very keen when it comes to eliminating any repetitive statement. So do not repeat ideas of the same thought. But be sure to complete the summary with a coherent thought.

How to Make a Decent Summary Report

Now that you learned a summary report’s meaning, its purpose, qualities, and the two summary techniques, writing an acceptable summary report should get easier for you. And things could not have been simpler with a detailed guide on how to achieve it. So in this section, create a summary report effectively using six easy steps.

Step 1: Make an Outline of Your Report

The report outline marks the very foundation of your summary report. That means you should already know what sort of report you are summarizing may it be an investigation report, survey report, inspection report, or anything. Most importantly, engage in strenuous research to understand the subject, data, and overall report. When you have a source on what to write for the summary report, then that would be much simpler. Write your outline in a draft since it will be transferred later on.

Step 2: Use a Sample Summary Report Template

All the sample summary reports listed in this post are the many options you can choose to create your report without beginning from scratch. With sample templates, gone are the days you take too long in writing summary reports. Also, be sure the outline you drafted earlier is corrected and finalized because you will move its data to the sample summary report of your choice. And do not forget to make alterations because each sample template is editable to meet your needs.

Step 3: Focus on the Key Points and Relevant Aspects

Since you already know the qualities of a good summary report, then you should know that focusing on the key points and relevant factors is critical. Take a business meeting minutes report to summarize, for example. You would note down the speaker’s name, the exact date, the themes discussed, and other important points. And since you focus on the key parts, ensure that repetitive statements, anecdotes, fillers, and small talks are not part of the report.

Step 4: Keep It Brief and Concise

Of course, reproducing everything written in the original report is not the intention of the summary report. And to clearly summarize it, keep it sample brief or concise. For example, someone who did not attend a two-hour event does not need to learn what happened in the event for exactly two hours. Only get the gist or essential parts. So to manage that, ensure that you know how to divide and label your data according to their importance level. That way, it gets easier to know which parts are worth adding to the document or not.

Step 5: Use Organizers Such as Bullet Points

You can clarify your statements conveniently using organizers from bullet points, organizational charts, infographic figures, etc. This is how you get rid of writing long and complete sentences but rather just break them down into specific words. An example is to list the significant parts of a program with bullet points that are arranged chronologically. Or perhaps, you divide your summary report with tables that are labeled according to the monthly report, weekly report, or daily report.

Step 6: Conduct Fact-Checking and Final Formatting

Even your summary report needs its own evaluation report. This process is for the sake of rectifying errors by ensuring that the data are correct, there are no grammatical mistakes or incomplete words, and more. Besides the data, this marks your chance to observe the final format of your report. Should you print it or submit a digital copy only? You may create your own dashboard to inspect the report from time to time too. And make sure to only submit the summary report if you are confident that its results are sublime.


What is a project summary report?

A project summary report gives the breakdown of a project’s scope. Besides the gist of the project, it also tackles the data sources, brief analysis reports, and names of people involved in the project.

How is a summary report written?

Although a summary report’s format varies from one application to another, it is usually written in your personal words. Remember that it should tackle important ideas of the source text only, meaning opinions or feedback is unnecessary.

How long is a summary report?

Summary reports should be much shorter than the main or original text. The common approach of the summary report’s length is around 1/3 of the original text’s length.

Whether you summarize an audit report, training report, internship report, or any event, there really are lots of instances where writing summary reports are needed. So no matter how lengthy or complex the main source of your text is, ensure that your summary makes things much better by being able to explain the main thought and significant aspects of a report in the briefest way possible. And drafting a summary report can certainly make things a lot simpler to prevent the need of explaining subjects that may take hours or days to complete. Download sample summary reports now!