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Research Reports: Definition and How to Write Them

Reports are usually spread across a vast horizon of topics but are focused on communicating information about a particular topic and a niche target market. The primary motive of research reports is to convey integral details about a study for marketers to consider while designing new strategies.

Certain events, facts, and other information based on incidents need to be relayed to the people in charge, and creating research reports is the most effective communication tool. Ideal research reports are extremely accurate in the offered information with a clear objective and conclusion. These reports should have a clean and structured format to relay information effectively.

What are Research Reports?

Research reports are recorded data prepared by researchers or statisticians after analyzing the information gathered by conducting organized research, typically in the form of surveys or qualitative methods .

A research report is a reliable source to recount details about a conducted research. It is most often considered to be a true testimony of all the work done to garner specificities of research.

The various sections of a research report are:

Background/Introduction
Implemented Methods
Results based on Analysis
Deliberation

Learn more: Quantitative Research

Components of Research Reports

Research is imperative for launching a new product/service or a new feature. The markets today are extremely volatile and competitive due to new entrants every day who may or may not provide effective products. An organization needs to make the right decisions at the right time to be relevant in such a market with updated products that suffice customer demands.

The details of a research report may change with the purpose of research but the main components of a report will remain constant. The research approach of the market researcher also influences the style of writing reports. Here are seven main components of a productive research report:

Research Report Summary: The entire objective along with the overview of research are to be included in a summary which is a couple of paragraphs in length. All the multiple components of the research are explained in brief under the report summary. It should be interesting enough to capture all the key elements of the report.
Research Introduction: There always is a primary goal that the researcher is trying to achieve through a report. In the introduction section, he/she can cover answers related to this goal and establish a thesis which will be included to strive and answer it in detail. This section should answer an integral question: “What is the current situation of the goal?”. After the research design was conducted, did the organization conclude the goal successfully or they are still a work in progress – provide such details in the introduction part of the research report.
Research Methodology: This is the most important section of the report where all the important information lies. The readers can gain data for the topic along with analyzing the quality of provided content and the research can also be approved by other market researchers . Thus, this section needs to be highly informative with each aspect of research discussed in detail. Information needs to be expressed in chronological order according to its priority and importance. Researchers should include references in case they gained information from existing techniques.
Research Results: A short description of the results along with calculations conducted to achieve the goal will form this section of results. Usually, the exposition after data analysis is carried out in the discussion part of the report.

Learn more: Quantitative Data

Research Discussion: The results are discussed in extreme detail in this section along with a comparative analysis of reports that could probably exist in the same domain. Any abnormality uncovered during research will be deliberated in the discussion section. While writing research reports, the researcher will have to connect the dots on how the results will be applicable in the real world.
Research References and Conclusion: Conclude all the research findings along with mentioning each and every author, article or any content piece from where references were taken.

Learn more: Qualitative Observation

15 Tips for Writing Research Reports

Writing research reports in the manner can lead to all the efforts going down the drain. Here are 15 tips for writing impactful research reports:

Prepare the context before starting to write and start from the basics: This was always taught to us in school – be well-prepared before taking a plunge into new topics. The order of survey questions might not be the ideal or most effective order for writing research reports. The idea is to start with a broader topic and work towards a more specific one and focus on a conclusion or support, which a research should support with the facts. The most difficult thing to do in reporting, without a doubt is to start. Start with the title, the introduction, then document the first discoveries and continue from that. Once the marketers have the information well documented, they can write a general conclusion.
Keep the target audience in mind while selecting a format that is clear, logical and obvious to them: Will the research reports be presented to decision makers or other researchers? What are the general perceptions around that topic? This requires more care and diligence. A researcher will need a significant amount of information to start writing the research report. Be consistent with the wording, the numbering of the annexes and so on. Follow the approved format of the company for the delivery of research reports and demonstrate the integrity of the project with the objectives of the company.
Have a clear research objective: A researcher should read the entire proposal again, and make sure that the data they provide contributes to the objectives that were raised from the beginning. Remember that speculations are for conversations, not for research reports, if a researcher speculates, they directly question their own research.
Establish a working model: Each study must have an internal logic, which will have to be established in the report and in the evidence. The researchers’ worst nightmare is to be required to write research reports and realize that key questions were not included.

Learn more: Quantitative Observation

Gather all the information about the research topic. Who are the competitors of our customers? Talk to other researchers who have studied the subject of research, know the language of the industry. Misuse of the terms can discourage the readers of research reports from reading further.
Read aloud while writing. While reading the report, if the researcher hears something inappropriate, for example, if they stumble over the words when reading them, surely the reader will too. If the researcher can’t put an idea in a single sentence, then it is very long and they must change it so that the idea is clear to everyone.
Check grammar and spelling. Without a doubt, good practices help to understand the report. Use verbs in the present tense. Consider using the present tense, which makes the results sound more immediate. Find new words and other ways of saying things. Have fun with the language whenever possible.
Discuss only the discoveries that are significant. If some data are not really significant, do not mention them. Remember that not everything is truly important or essential within research reports.

Learn more: Qualitative Data

Try and stick to the survey questions. For example, do not say that the people surveyed “were worried” about an research issue , when there are different degrees of concern.
The graphs must be clear enough so that they understand themselves. Do not let graphs lead the reader to make mistakes: give them a title, include the indications, the size of the sample, and the correct wording of the question.
Be clear with messages. A researcher should always write every section of the report with an accuracy of details and language.
Be creative with titles – Particularly in segmentation studies choose names “that give life to research”. Such names can survive for a long time after the initial investigation.
Create an effective conclusion: The conclusion in the research reports is the most difficult to write, but it is an incredible opportunity to excel. Make a precise summary. Sometimes it helps to start the conclusion with something specific, then it describes the most important part of the study, and finally, it provides the implications of the conclusions.
Get a couple more pair of eyes to read the report. Writers have trouble detecting their own mistakes. But they are responsible for what is presented. Ensure it has been approved by colleagues or friends before sending the find draft out.

Learn more: Market Research and Analysis

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Home » Research Report – Example, Writing Guide and Types

Research Report – Example, Writing Guide and Types

Table of Contents

Research Report

Definition:

Research Report is a written document that presents the results of a research project or study, including the research question, methodology, results, and conclusions, in a clear and objective manner.

The purpose of a research report is to communicate the findings of the research to the intended audience, which could be other researchers, stakeholders, or the general public.

Components of Research Report

Components of Research Report are as follows:

Introduction

The introduction sets the stage for the research report and provides a brief overview of the research question or problem being investigated. It should include a clear statement of the purpose of the study and its significance or relevance to the field of research. It may also provide background information or a literature review to help contextualize the research.

Literature Review

The literature review provides a critical analysis and synthesis of the existing research and scholarship relevant to the research question or problem. It should identify the gaps, inconsistencies, and contradictions in the literature and show how the current study addresses these issues. The literature review also establishes the theoretical framework or conceptual model that guides the research.

Methodology

The methodology section describes the research design, methods, and procedures used to collect and analyze data. It should include information on the sample or participants, data collection instruments, data collection procedures, and data analysis techniques. The methodology should be clear and detailed enough to allow other researchers to replicate the study.

The results section presents the findings of the study in a clear and objective manner. It should provide a detailed description of the data and statistics used to answer the research question or test the hypothesis. Tables, graphs, and figures may be included to help visualize the data and illustrate the key findings.

The discussion section interprets the results of the study and explains their significance or relevance to the research question or problem. It should also compare the current findings with those of previous studies and identify the implications for future research or practice. The discussion should be based on the results presented in the previous section and should avoid speculation or unfounded conclusions.

The conclusion summarizes the key findings of the study and restates the main argument or thesis presented in the introduction. It should also provide a brief overview of the contributions of the study to the field of research and the implications for practice or policy.

The references section lists all the sources cited in the research report, following a specific citation style, such as APA or MLA.

The appendices section includes any additional material, such as data tables, figures, or instruments used in the study, that could not be included in the main text due to space limitations.

Types of Research Report

Types of Research Report are as follows:

Thesis is a type of research report. A thesis is a long-form research document that presents the findings and conclusions of an original research study conducted by a student as part of a graduate or postgraduate program. It is typically written by a student pursuing a higher degree, such as a Master’s or Doctoral degree, although it can also be written by researchers or scholars in other fields.

Research Paper

Research paper is a type of research report. A research paper is a document that presents the results of a research study or investigation. Research papers can be written in a variety of fields, including science, social science, humanities, and business. They typically follow a standard format that includes an introduction, literature review, methodology, results, discussion, and conclusion sections.

Technical Report

A technical report is a detailed report that provides information about a specific technical or scientific problem or project. Technical reports are often used in engineering, science, and other technical fields to document research and development work.

Progress Report

A progress report provides an update on the progress of a research project or program over a specific period of time. Progress reports are typically used to communicate the status of a project to stakeholders, funders, or project managers.

Feasibility Report

A feasibility report assesses the feasibility of a proposed project or plan, providing an analysis of the potential risks, benefits, and costs associated with the project. Feasibility reports are often used in business, engineering, and other fields to determine the viability of a project before it is undertaken.

Field Report

A field report documents observations and findings from fieldwork, which is research conducted in the natural environment or setting. Field reports are often used in anthropology, ecology, and other social and natural sciences.

Experimental Report

An experimental report documents the results of a scientific experiment, including the hypothesis, methods, results, and conclusions. Experimental reports are often used in biology, chemistry, and other sciences to communicate the results of laboratory experiments.

Case Study Report

A case study report provides an in-depth analysis of a specific case or situation, often used in psychology, social work, and other fields to document and understand complex cases or phenomena.

Literature Review Report

A literature review report synthesizes and summarizes existing research on a specific topic, providing an overview of the current state of knowledge on the subject. Literature review reports are often used in social sciences, education, and other fields to identify gaps in the literature and guide future research.

Research Report Example

Following is a Research Report Example sample for Students:

Title: The Impact of Social Media on Academic Performance among High School Students

This study aims to investigate the relationship between social media use and academic performance among high school students. The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The findings indicate that there is a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students. The results of this study have important implications for educators, parents, and policymakers, as they highlight the need for strategies that can help students balance their social media use and academic responsibilities.

Introduction:

Social media has become an integral part of the lives of high school students. With the widespread use of social media platforms such as Facebook, Twitter, Instagram, and Snapchat, students can connect with friends, share photos and videos, and engage in discussions on a range of topics. While social media offers many benefits, concerns have been raised about its impact on academic performance. Many studies have found a negative correlation between social media use and academic performance among high school students (Kirschner & Karpinski, 2010; Paul, Baker, & Cochran, 2012).

Given the growing importance of social media in the lives of high school students, it is important to investigate its impact on academic performance. This study aims to address this gap by examining the relationship between social media use and academic performance among high school students.

Methodology:

The study utilized a quantitative research design, which involved a survey questionnaire administered to a sample of 200 high school students. The questionnaire was developed based on previous studies and was designed to measure the frequency and duration of social media use, as well as academic performance.

The participants were selected using a convenience sampling technique, and the survey questionnaire was distributed in the classroom during regular school hours. The data collected were analyzed using descriptive statistics and correlation analysis.

The findings indicate that the majority of high school students use social media platforms on a daily basis, with Facebook being the most popular platform. The results also show a negative correlation between social media use and academic performance, suggesting that excessive social media use can lead to poor academic performance among high school students.

Discussion:

The results of this study have important implications for educators, parents, and policymakers. The negative correlation between social media use and academic performance suggests that strategies should be put in place to help students balance their social media use and academic responsibilities. For example, educators could incorporate social media into their teaching strategies to engage students and enhance learning. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. Policymakers could develop guidelines and policies to regulate social media use among high school students.

Conclusion:

In conclusion, this study provides evidence of the negative impact of social media on academic performance among high school students. The findings highlight the need for strategies that can help students balance their social media use and academic responsibilities. Further research is needed to explore the specific mechanisms by which social media use affects academic performance and to develop effective strategies for addressing this issue.

Limitations:

One limitation of this study is the use of convenience sampling, which limits the generalizability of the findings to other populations. Future studies should use random sampling techniques to increase the representativeness of the sample. Another limitation is the use of self-reported measures, which may be subject to social desirability bias. Future studies could use objective measures of social media use and academic performance, such as tracking software and school records.

Implications:

The findings of this study have important implications for educators, parents, and policymakers. Educators could incorporate social media into their teaching strategies to engage students and enhance learning. For example, teachers could use social media platforms to share relevant educational resources and facilitate online discussions. Parents could limit their children’s social media use and encourage them to prioritize their academic responsibilities. They could also engage in open communication with their children to understand their social media use and its impact on their academic performance. Policymakers could develop guidelines and policies to regulate social media use among high school students. For example, schools could implement social media policies that restrict access during class time and encourage responsible use.

References:

Kirschner, P. A., & Karpinski, A. C. (2010). Facebook® and academic performance. Computers in Human Behavior, 26(6), 1237-1245.
Paul, J. A., Baker, H. M., & Cochran, J. D. (2012). Effect of online social networking on student academic performance. Journal of the Research Center for Educational Technology, 8(1), 1-19.
Pantic, I. (2014). Online social networking and mental health. Cyberpsychology, Behavior, and Social Networking, 17(10), 652-657.
Rosen, L. D., Carrier, L. M., & Cheever, N. A. (2013). Facebook and texting made me do it: Media-induced task-switching while studying. Computers in Human Behavior, 29(3), 948-958.

Note*: Above mention, Example is just a sample for the students’ guide. Do not directly copy and paste as your College or University assignment. Kindly do some research and Write your own.

Applications of Research Report

Research reports have many applications, including:

Communicating research findings: The primary application of a research report is to communicate the results of a study to other researchers, stakeholders, or the general public. The report serves as a way to share new knowledge, insights, and discoveries with others in the field.
Informing policy and practice : Research reports can inform policy and practice by providing evidence-based recommendations for decision-makers. For example, a research report on the effectiveness of a new drug could inform regulatory agencies in their decision-making process.
Supporting further research: Research reports can provide a foundation for further research in a particular area. Other researchers may use the findings and methodology of a report to develop new research questions or to build on existing research.
Evaluating programs and interventions : Research reports can be used to evaluate the effectiveness of programs and interventions in achieving their intended outcomes. For example, a research report on a new educational program could provide evidence of its impact on student performance.
Demonstrating impact : Research reports can be used to demonstrate the impact of research funding or to evaluate the success of research projects. By presenting the findings and outcomes of a study, research reports can show the value of research to funders and stakeholders.
Enhancing professional development : Research reports can be used to enhance professional development by providing a source of information and learning for researchers and practitioners in a particular field. For example, a research report on a new teaching methodology could provide insights and ideas for educators to incorporate into their own practice.

How to write Research Report

Here are some steps you can follow to write a research report:

Identify the research question: The first step in writing a research report is to identify your research question. This will help you focus your research and organize your findings.
Conduct research : Once you have identified your research question, you will need to conduct research to gather relevant data and information. This can involve conducting experiments, reviewing literature, or analyzing data.
Organize your findings: Once you have gathered all of your data, you will need to organize your findings in a way that is clear and understandable. This can involve creating tables, graphs, or charts to illustrate your results.
Write the report: Once you have organized your findings, you can begin writing the report. Start with an introduction that provides background information and explains the purpose of your research. Next, provide a detailed description of your research methods and findings. Finally, summarize your results and draw conclusions based on your findings.
Proofread and edit: After you have written your report, be sure to proofread and edit it carefully. Check for grammar and spelling errors, and make sure that your report is well-organized and easy to read.
Include a reference list: Be sure to include a list of references that you used in your research. This will give credit to your sources and allow readers to further explore the topic if they choose.
Format your report: Finally, format your report according to the guidelines provided by your instructor or organization. This may include formatting requirements for headings, margins, fonts, and spacing.

Purpose of Research Report

The purpose of a research report is to communicate the results of a research study to a specific audience, such as peers in the same field, stakeholders, or the general public. The report provides a detailed description of the research methods, findings, and conclusions.

Some common purposes of a research report include:

Sharing knowledge: A research report allows researchers to share their findings and knowledge with others in their field. This helps to advance the field and improve the understanding of a particular topic.
Identifying trends: A research report can identify trends and patterns in data, which can help guide future research and inform decision-making.
Addressing problems: A research report can provide insights into problems or issues and suggest solutions or recommendations for addressing them.
Evaluating programs or interventions : A research report can evaluate the effectiveness of programs or interventions, which can inform decision-making about whether to continue, modify, or discontinue them.
Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies.

When to Write Research Report

A research report should be written after completing the research study. This includes collecting data, analyzing the results, and drawing conclusions based on the findings. Once the research is complete, the report should be written in a timely manner while the information is still fresh in the researcher’s mind.

In academic settings, research reports are often required as part of coursework or as part of a thesis or dissertation. In this case, the report should be written according to the guidelines provided by the instructor or institution.

In other settings, such as in industry or government, research reports may be required to inform decision-making or to comply with regulatory requirements. In these cases, the report should be written as soon as possible after the research is completed in order to inform decision-making in a timely manner.

Overall, the timing of when to write a research report depends on the purpose of the research, the expectations of the audience, and any regulatory requirements that need to be met. However, it is important to complete the report in a timely manner while the information is still fresh in the researcher’s mind.

Characteristics of Research Report

There are several characteristics of a research report that distinguish it from other types of writing. These characteristics include:

Objective: A research report should be written in an objective and unbiased manner. It should present the facts and findings of the research study without any personal opinions or biases.
Systematic: A research report should be written in a systematic manner. It should follow a clear and logical structure, and the information should be presented in a way that is easy to understand and follow.
Detailed: A research report should be detailed and comprehensive. It should provide a thorough description of the research methods, results, and conclusions.
Accurate : A research report should be accurate and based on sound research methods. The findings and conclusions should be supported by data and evidence.
Organized: A research report should be well-organized. It should include headings and subheadings to help the reader navigate the report and understand the main points.
Clear and concise: A research report should be written in clear and concise language. The information should be presented in a way that is easy to understand, and unnecessary jargon should be avoided.
Citations and references: A research report should include citations and references to support the findings and conclusions. This helps to give credit to other researchers and to provide readers with the opportunity to further explore the topic.

Advantages of Research Report

Research reports have several advantages, including:

Communicating research findings: Research reports allow researchers to communicate their findings to a wider audience, including other researchers, stakeholders, and the general public. This helps to disseminate knowledge and advance the understanding of a particular topic.
Providing evidence for decision-making : Research reports can provide evidence to inform decision-making, such as in the case of policy-making, program planning, or product development. The findings and conclusions can help guide decisions and improve outcomes.
Supporting further research: Research reports can provide a foundation for further research on a particular topic. Other researchers can build on the findings and conclusions of the report, which can lead to further discoveries and advancements in the field.
Demonstrating expertise: Research reports can demonstrate the expertise of the researchers and their ability to conduct rigorous and high-quality research. This can be important for securing funding, promotions, and other professional opportunities.
Meeting regulatory requirements: In some fields, research reports are required to meet regulatory requirements, such as in the case of drug trials or environmental impact studies. Producing a high-quality research report can help ensure compliance with these requirements.

Limitations of Research Report

Despite their advantages, research reports also have some limitations, including:

Time-consuming: Conducting research and writing a report can be a time-consuming process, particularly for large-scale studies. This can limit the frequency and speed of producing research reports.
Expensive: Conducting research and producing a report can be expensive, particularly for studies that require specialized equipment, personnel, or data. This can limit the scope and feasibility of some research studies.
Limited generalizability: Research studies often focus on a specific population or context, which can limit the generalizability of the findings to other populations or contexts.
Potential bias : Researchers may have biases or conflicts of interest that can influence the findings and conclusions of the research study. Additionally, participants may also have biases or may not be representative of the larger population, which can limit the validity and reliability of the findings.
Accessibility: Research reports may be written in technical or academic language, which can limit their accessibility to a wider audience. Additionally, some research may be behind paywalls or require specialized access, which can limit the ability of others to read and use the findings.

About the author

Muhammad Hassan

Researcher, Academic Writer, Web developer

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Research report guide: Definition, types, and tips

Last updated

5 March 2024

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From successful product launches or software releases to planning major business decisions, research reports serve many vital functions. They can summarize evidence and deliver insights and recommendations to save companies time and resources. They can reveal the most value-adding actions a company should take.

However, poorly constructed reports can have the opposite effect! Taking the time to learn established research-reporting rules and approaches will equip you with in-demand skills. You’ll be able to capture and communicate information applicable to numerous situations and industries, adding another string to your resume bow.

What are research reports?

A research report is a collection of contextual data, gathered through organized research, that provides new insights into a particular challenge (which, for this article, is business-related). Research reports are a time-tested method for distilling large amounts of data into a narrow band of focus.

Their effectiveness often hinges on whether the report provides:

Strong, well-researched evidence

Comprehensive analysis

Well-considered conclusions and recommendations

Though the topic possibilities are endless, an effective research report keeps a laser-like focus on the specific questions or objectives the researcher believes are key to achieving success. Many research reports begin as research proposals, which usually include the need for a report to capture the findings of the study and recommend a course of action.

A description of the research method used, e.g., qualitative, quantitative, or other

Statistical analysis

Causal (or explanatory) research (i.e., research identifying relationships between two variables)

Inductive research, also known as ‘theory-building’

Deductive research, such as that used to test theories

Action research, where the research is actively used to drive change

Importance of a research report

Research reports can unify and direct a company's focus toward the most appropriate strategic action. Of course, spending resources on a report takes up some of the company's human and financial resources. Choosing when a report is called for is a matter of judgment and experience.

Some development models used heavily in the engineering world, such as Waterfall development, are notorious for over-relying on research reports. With Waterfall development, there is a linear progression through each step of a project, and each stage is precisely documented and reported on before moving to the next.

The pace of the business world is faster than the speed at which your authors can produce and disseminate reports. So how do companies strike the right balance between creating and acting on research reports?

The answer lies, again, in the report's defined objectives. By paring down your most pressing interests and those of your stakeholders, your research and reporting skills will be the lenses that keep your company's priorities in constant focus.

Honing your company's primary objectives can save significant amounts of time and align research and reporting efforts with ever-greater precision.

Some examples of well-designed research objectives are:

Proving whether or not a product or service meets customer expectations

Demonstrating the value of a service, product, or business process to your stakeholders and investors

Improving business decision-making when faced with a lack of time or other constraints

Clarifying the relationship between a critical cause and effect for problematic business processes

Prioritizing the development of a backlog of products or product features

Comparing business or production strategies

Evaluating past decisions and predicting future outcomes

Features of a research report

Research reports generally require a research design phase, where the report author(s) determine the most important elements the report must contain.

Just as there are various kinds of research, there are many types of reports.

Here are the standard elements of almost any research-reporting format:

Report summary. A broad but comprehensive overview of what readers will learn in the full report. Summaries are usually no more than one or two paragraphs and address all key elements of the report. Think of the key takeaways your primary stakeholders will want to know if they don’t have time to read the full document.

Introduction. Include a brief background of the topic, the type of research, and the research sample. Consider the primary goal of the report, who is most affected, and how far along the company is in meeting its objectives.

Methods. A description of how the researcher carried out data collection, analysis, and final interpretations of the data. Include the reasons for choosing a particular method. The methods section should strike a balance between clearly presenting the approach taken to gather data and discussing how it is designed to achieve the report's objectives.

Data analysis. This section contains interpretations that lead readers through the results relevant to the report's thesis. If there were unexpected results, include here a discussion on why that might be. Charts, calculations, statistics, and other supporting information also belong here (or, if lengthy, as an appendix). This should be the most detailed section of the research report, with references for further study. Present the information in a logical order, whether chronologically or in order of importance to the report's objectives.

Conclusion. This should be written with sound reasoning, often containing useful recommendations. The conclusion must be backed by a continuous thread of logic throughout the report.

How to write a research paper

With a clear outline and robust pool of research, a research paper can start to write itself, but what's a good way to start a research report?

Research report examples are often the quickest way to gain inspiration for your report. Look for the types of research reports most relevant to your industry and consider which makes the most sense for your data and goals.

The research report outline will help you organize the elements of your report. One of the most time-tested report outlines is the IMRaD structure:

Introduction

...and Discussion

Pay close attention to the most well-established research reporting format in your industry, and consider your tone and language from your audience's perspective. Learn the key terms inside and out; incorrect jargon could easily harm the perceived authority of your research paper.

Along with a foundation in high-quality research and razor-sharp analysis, the most effective research reports will also demonstrate well-developed:

Internal logic

Narrative flow

Conclusions and recommendations

Readability, striking a balance between simple phrasing and technical insight

How to gather research data for your report

The validity of research data is critical. Because the research phase usually occurs well before the writing phase, you normally have plenty of time to vet your data.

However, research reports could involve ongoing research, where report authors (sometimes the researchers themselves) write portions of the report alongside ongoing research.

One such research-report example would be an R&D department that knows its primary stakeholders are eager to learn about a lengthy work in progress and any potentially important outcomes.

However you choose to manage the research and reporting, your data must meet robust quality standards before you can rely on it. Vet any research with the following questions in mind:

Does it use statistically valid analysis methods?

Do the researchers clearly explain their research, analysis, and sampling methods?

Did the researchers provide any caveats or advice on how to interpret their data?

Have you gathered the data yourself or were you in close contact with those who did?

Is the source biased?

Usually, flawed research methods become more apparent the further you get through a research report.

It's perfectly natural for good research to raise new questions, but the reader should have no uncertainty about what the data represents. There should be no doubt about matters such as:

Whether the sampling or analysis methods were based on sound and consistent logic

What the research samples are and where they came from

The accuracy of any statistical functions or equations

Validation of testing and measuring processes

When does a report require design validation?

A robust design validation process is often a gold standard in highly technical research reports. Design validation ensures the objects of a study are measured accurately, which lends more weight to your report and makes it valuable to more specialized industries.

Product development and engineering projects are the most common research-report examples that typically involve a design validation process. Depending on the scope and complexity of your research, you might face additional steps to validate your data and research procedures.

If you’re including design validation in the report (or report proposal), explain and justify your data-collection processes. Good design validation builds greater trust in a research report and lends more weight to its conclusions.

Choosing the right analysis method

Just as the quality of your report depends on properly validated research, a useful conclusion requires the most contextually relevant analysis method. This means comparing different statistical methods and choosing the one that makes the most sense for your research.

Most broadly, research analysis comes down to quantitative or qualitative methods (respectively: measurable by a number vs subjectively qualified values). There are also mixed research methods, which bridge the need for merging hard data with qualified assessments and still reach a cohesive set of conclusions.

Some of the most common analysis methods in research reports include:

Significance testing (aka hypothesis analysis), which compares test and control groups to determine how likely the data was the result of random chance.

Regression analysis , to establish relationships between variables, control for extraneous variables , and support correlation analysis.

Correlation analysis (aka bivariate testing), a method to identify and determine the strength of linear relationships between variables. It’s effective for detecting patterns from complex data, but care must be exercised to not confuse correlation with causation.

With any analysis method, it's important to justify which method you chose in the report. You should also provide estimates of the statistical accuracy (e.g., the p-value or confidence level of quantifiable data) of any data analysis.

This requires a commitment to the report's primary aim. For instance, this may be achieving a certain level of customer satisfaction by analyzing the cause and effect of changes to how service is delivered. Even better, use statistical analysis to calculate which change is most positively correlated with improved levels of customer satisfaction.

Tips for writing research reports

There's endless good advice for writing effective research reports, and it almost all depends on the subjective aims of the people behind the report. Due to the wide variety of research reports, the best tips will be unique to each author's purpose.

Consider the following research report tips in any order, and take note of the ones most relevant to you:

No matter how in depth or detailed your report might be, provide a well-considered, succinct summary. At the very least, give your readers a quick and effective way to get up to speed.

Pare down your target audience (e.g., other researchers, employees, laypersons, etc.), and adjust your voice for their background knowledge and interest levels

For all but the most open-ended research, clarify your objectives, both for yourself and within the report.

Leverage your team members’ talents to fill in any knowledge gaps you might have. Your team is only as good as the sum of its parts.

Justify why your research proposal’s topic will endure long enough to derive value from the finished report.

Consolidate all research and analysis functions onto a single user-friendly platform. There's no reason to settle for less than developer-grade tools suitable for non-developers.

What's the format of a research report?

The research-reporting format is how the report is structured—a framework the authors use to organize their data, conclusions, arguments, and recommendations. The format heavily determines how the report's outline develops, because the format dictates the overall structure and order of information (based on the report's goals and research objectives).

What's the purpose of a research-report outline?

A good report outline gives form and substance to the report's objectives, presenting the results in a readable, engaging way. For any research-report format, the outline should create momentum along a chain of logic that builds up to a conclusion or interpretation.

What's the difference between a research essay and a research report?

There are several key differences between research reports and essays:

Research report:

Ordered into separate sections

More commercial in nature

Often includes infographics

Heavily descriptive

More self-referential

Usually provides recommendations

Research essay

Does not rely on research report formatting

More academically minded

Normally text-only

Less detailed

Omits discussion of methods

Usually non-prescriptive

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Research Report
Post last modified: 11 January 2022
Reading time: 25 mins read
Post category: Research Methodology

What is Research Report?

Research reporting is the oral or written presentation of the findings in such detail and form as to be readily understood and assessed by the society, economy or particularly by the researchers.

As earlier said that it is the final stage of the research process and its purpose is to convey to interested persons the whole result of the study. Report writing is common to both academic and managerial situations. In academics, a research report is prepared for comprehensive and application-oriented learning. In businesses or organisations, reports are used for the basis of decision making.

Table of Content

1 What is Research Report?
2 Research Report Definition
3.1 Preliminary Part
3.2 Introduction of the Report
3.3 Review of Literature
3.4 The Research Methodology
3.5 Results
3.6 Concluding Remarks
3.7 Bibliography
4 Significance of Report Writing
5 Qualities of Good Report
6.1 Analysis of the subject matter
6.2 Research outline
6.3 Preparation of rough draft
6.4 Rewriting and polishing
6.5 Writing the final draft
7 Precautions for Writing Research Reports
8.1.1 Technical Report
8.1.2 Popular Report
8.2.1 Written Report
8.2.2 Oral Report

Research Report Definition

According to C. A. Brown , “A report is a communication from someone who has information to someone who wants to use that information.”

According to Goode and Hatt , “The preparation of report is the final stage of research, and it’s purpose is to convey to the interested persons the whole result of the study, in sufficient detail and so arranged as to enable each reader to comprehend the data and to determine for himself the validity of the conclusions.”

It is clear from the above definitions of a research report, it is a brief account of the problem of investigation, the justification of its selection and the procedure of analysis and interpretation. It is only a summary of the entire research proceedings.

In other words, it can be defined as written documents, which presents information in a specialized and concise manner.

Contents of Research Report

Although no hard and fast rules can be laid down, the report must contain the following points.

Acknowledgement
Table of contents
List of tables
List of graphs
Introduction
Background of the research study
Statement of the problem
Brief outline of the chapters
Books review
Review of articles published in books, journals, periodicals, etc
Review of articles published in leading newspapers
Working papers / discusssion paper / study reports
Articles on authorised websites
A broad conclusion and indications for further research
The theoretical framework (variables)
Model / hypothesis
Instruments for data collection
Data collection
Pilot study
Processing of data
Hypothesis / model testing
Data analysis and interpretation
Tables and figures
Conclusions
Shortcomings
Suggestions to the problems
Direction for further research

Preliminary Part

The preliminary part may have seven major components – cover, title, preface, acknowledgement, table of contents, list of tables, list of graphs. Long reports presented in book form have a cover made up of a card sheet. The cover contains title of the research report, the authority to whom the report is submitted, name of the author, etc.

The preface introduces the report to the readers. It gives a very brief introduction of the report. In the acknowledgements author mention names of persons and organisations that have extended co-operation and helped in the various stages of research. Table of contents is essential. It gives the title and page number of each chapter.

Introduction of the Report

The introduction of the research report should clearly and logically bring out the background of the problem addressed in the research. The purpose of the introduction is to introduce the research project to the readers. A clear statement of the problem with specific questions to be answered is presented in the introduction. It contains a brief outline of the chapters.

Review of Literature

The third section reviews the important literature related to the study. A comprehensive review of the research literature referred to must be made. Previous research studies and the important writings in the area under study should be reviewed. Review of literature is helpful to provide a background for the development of the present study.

The researcher may review concerned books, articles published in edited books, journals and periodicals. Researcher may also take review of articles published in leading newspapers. A researcher should study working papers/discussion papers/study reports. It is essential for a broad conclusion and indications for further research.

The Research Methodology

Research methodology is an integral part of the research. It should clearly indicate the universe and the selection of samples, techniques of data collection, analysis and interpretation, statistical techniques, etc.

Results contain pilot study, processing of data, hypothesis/model testing, data analysis and interpretation, tables and figures, etc. This is the heart of the research report. If a pilot study is planned to be used, it’s purpose should be given in the research methodology.

The collected data and the information should be edited, coded, tabulated and analysed with a view to arriving at a valid and authentic conclusion. Tables and figures are used to clarify the significant relationship. The results obtained through tables, graphs should be critically interpreted.

Concluding Remarks

The concluding remarks should discuss the results obtained in the earlier sections, as well as their usefulness and implications. It contains findings, conclusions, shortcomings, suggestions to the problem and direction for future research. Findings are statements of factual information based upon the data analysis.

Conclusions must clearly explain whether the hypothesis have been established and rejected. This part requires great expertise and preciseness. A report should also refer to the limitations of the applicability of the research inferences. It is essential to suggest the theoretical, practical and policy implications of the research. The suggestions should be supported by scientific and logical arguments. The future direction of research based on the work completed should also be outlined.

Bibliography

The bibliography is an alphabetic list of books, journal articles, reports, etc, published or unpublished, read, referred to, examined by the researcher in preparing the report. The bibliography should follow standard formats for books, journal articles, research reports.

The end of the research report may consist of appendices, listed in respect of all technical data. Appendices are for the purpose of providing detailed data or information that would be too cumbersome within the main body of the research report.

Significance of Report Writing

Report writing is an important communication medium in organisations. The most crucial findings might have come out through a research report. Report is common to academics and managers also. Reports are used for comprehensive and application oriented learning in academics. In organisations, reports are used for the basis of decision making. The importance of report writing can be discussed as under.

Through research reports, a manager or an executive can quickly get an idea of a current scenario which improves his information base for making sound decisions affecting future operations of the company or enterprise. The research report acts as a means of communication of various research findings to the interested parties, organisations and general public.

Good report writing play, a significant role of conveying unknown facts about the phenomenon to the concerned parties. This may provide new insights and new opportunities to the people. Research report plays a key role in making effective decisions in marketing, production, banking, materials, human resource development and government also. Good report writing is used for economic planning and optimum utilisation of resources for the development of a nation.

Report writing facilitates the validation of generalisation. A research report is an end product of research. As earlier said that report writing provides useful information in arriving at rational decisions that may reform the business and society. The findings, conclusions, suggestions and recommendations are useful to academicians, scholars and policymakers. Report writing provides reference material for further research in the same or similar areas of research to the concerned parties.

While preparing a research report, a researcher should take some proper precautions. Report writing should be simple, lucid and systematic. Report writing should be written speedily without interrupting the continuity of thought. The report writing should sustain the interest of readers.

Qualities of Good Report

Report writing is a highly skilled job. It is a process of analysing, understanding and consolidating the findings and projecting a meaningful view of the phenomenon studied. A good report writing is essential for effective communication.

Following are the essential qualities of good report:

A research report is essentially a scientific documentation. It should have a suggestive title, headings and sub-headings, paragraphs arranged in a logical sequence.
Good research report should include everything that is relevant and exclude everything that is irrelevant. It means that it should contain the facts rather than opinion.
The language of the report should be simple and unambiguous. It means that it should be free from biases of the researchers derived from the past experience. Confusion, pretentiousness and pomposity should be carefully guarded against. It means that the language of the report should be simple, employing appropriate words, idioms and expressions.
The report must be free from grammatical mistakes. It must be grammatically accurate. Faulty construction of sentences makes the meaning of the narrative obscure and ambiguous.
The report has to take into consideration two facts. Firstly, for whom the report is meant and secondly, what is his level of knowledge. The report has to look to the subject matter of the report and the fact as to the level of knowledge of the person for whom it is meant. Because all reports are not meant for research scholars.

Steps in Writing Research Report

Report writing is a time consuming and expensive exercise. Therefore, reports have to be very sharply focused in purpose content and readership. There is no single universally acceptable method of writing a research report.

Following are the general steps in writing a research report:

Analysis of the subject matter

Research outline, preparation of rough draft, rewriting and polishing, writing the final draft.

This is the first and important step in writing a research report. It is concerned with the development of a subject. Subject matter should be written in a clear, logical and concise manner. The style adopted should be open, straightforward and dignified and folk style language should be avoided.

The data, the reliability and validity of the results of the statistical analysis should be in the form of tables, figures and equations. All redundancy in the data or results presented should be eliminated.

The research outline is an organisational framework prepared by the researcher well in advance. It is an aid to logical organisation of material and a reminder of the points to be stressed in the report. In the process of writing, if need be, outline may be revised accordingly.

Time and place of the study, scope and limitations of the study, study design, summary of pilot study, methods of data collection, analysis interpretation, etc., may be included in a research outline.

Having prepared the primary and secondary data, the researcher has to prepare a rough draft. While preparing the rough draft, the researcher should keep the objectives of the research in mind, and focus on one objective at a time. The researcher should make a checklist of the important points that are necessary to be covered in the manuscript. A researcher should use dictionary and relevant reference materials as and when required.

This is an important step in writing a research report. It takes more time than a rough draft. While rewriting and polishing, a researcher should check the report for weakness in logical development or presentation. He should take breaks in between rewriting and polishing since this gives the time to incubate the ideas.

The last and important step is writing the final draft. The language of the report should be simple, employing appropriate words and expressions and should avoid vague expressions such as ‘it seems’ and ‘there may be’ etc.

It should not used personal pronouns, such as I, We, My, Us, etc and should substitute these by such expressions as a researcher, investigator, etc. Before the final drafting of the report, it is advisable that the researcher should prepare a first draft for critical considerations and possible improvements. It will be helpful in writing the final draft. Finally, the report should be logically outlined with the future directions of the research based on the work completed.

Precautions for Writing Research Reports

A research report is a means of conveying the research study to a specific target audience. The following precautions should be taken while preparing a research report:

Its hould belong enough to cover the subject and short enough to preserve interest.
It should not be dull and complicated.
It should be simple, without the usage of abstract terms and technical jargons.
It should offer ready availability of findings with the help of charts, tables and graphs, as readers prefer quick knowledge of main findings.
The layout of the report should be in accordance with the objectives of the research study.
There should be no grammatical errors and writing should adhere to the techniques of report writing in case of quotations, footnotes and documentations.
It should be original, intellectual and contribute to the solution of a problem or add knowledge to the concerned field.
Appendices should been listed with respect to all the technical data in the report.
It should be attractive, neat and clean, whether handwritten or typed.
The report writer should refrain from confusing the possessive form of the word ‘it’ is with ‘it’s.’ The accurate possessive form of ‘it is’ is ‘its.’ The use of ‘it’s’ is the contractive form of ‘it is.
A report should not have contractions. Examples are ‘didn’t’ or ‘it’s.’ In report writing, it is best to use the non-contractive form. Therefore, the examples would be replaced by ‘did not’ and ‘it is.’ Using ‘Figure’ instead of ‘Fig.’ and ‘Table’ instead of ‘Tab.’ will spare the reader of having to translate the abbreviations, while reading. If abbreviations are used, use them consistently throughout the report. For example, do not switch among ‘versus,’ and ‘vs’.
It is advisable to avoid using the word ‘very’ and other such words that try to embellish a description. They do not add any extra meaning and, therefore, should be dropped.
Repetition hampers lucidity. Report writers must avoid repeating the same word more than once within a sentence.
When you use the word ‘this’ or ‘these’ make sure you indicate to what you are referring. This reduces the ambiguity in your writing and helps to tie sentences together.
Do not use the word ‘they’ to refer to a singular person. You can either rewrite the sentence to avoid needing such a reference or use the singular ‘he or she.’

Types of Research Report

Research reports are designed in order to convey and record the information that will be of practical use to the reader. It is organized into distinct units of specific and highly visible information. The kind of audience addressed in the research report decides the type of report.

Research reports can be categorized on the following basis:

Classification on the Basis of Information

Classification on the basis of representation.

Following are the ways through which the results of the research report can be presented on the basis of information contained:

Technical Report

A technical report is written for other researchers. In writing the technical reports, the importance is mainly given to the methods that have been used to collect the information and data, the presumptions that are made and finally, the various presentation techniques that are used to present the findings and data.

Following are main features of a technical report:

Summary: It covers a brief analysis of the findings of the research in a very few pages.
Nature: It contains the reasons for which the research is undertaken, the analysis and the data that is required in order to prepare a report.
Methods employed: It contains a description of the methods that were employed in order to collect the data.
Data: It covers a brief analysis of the various sources from which the data has been collected with their features and drawbacks
Analysis of data and presentation of the findings: It contains the various forms through which the data that has been analysed can be presented.
Conclusions: It contains a brief explanation of findings of the research.
Bibliography: It contains a detailed analysis of the various bibliographies that have been used in order to conduct a research.
Technical appendices: It contains the appendices for the technical matters and for questionnaires and mathematical derivations.
Index: The index of the technical report must be provided at the end of the report.

Popular Report

A popular report is formulated when there is a need to draw conclusions of the findings of the research report. One of the main points of consideration that should be kept in mind while formulating a research report is that it must be simple and attractive. It must be written in a very simple manner that is understandable to all. It must also be made attractive by using large prints, various sub-headings and by giving cartoons occasionally.

Following are the main points that must be kept in mind while preparing a popular report:

Findings and their implications : While preparing a popular report, main importance is given to the findings of the information and the conclusions that can be drawn out of these findings.
Recommendations for action : If there are any deviations in the report then recommendations are made for taking corrective action in order to rectify the errors.
Objective of the study : In a popular report, the specific objective for which the research has been undertaken is presented.
Methods employed : The report must contain the various methods that has been employed in order to conduct a research.
Results : The results of the research findings must be presented in a suitable and appropriate manner by taking the help of charts and diagrams.
Technical appendices : The report must contain an in-depth information used to collect the data in the form of appendices.

Following are the ways through which the results of the research report can be presented on the basis of representation:

Writtenreport
Oral report

Written Report

A written report plays a vital role in every business operation. The manner in which an organization writes business letters and business reports creates an impression of its standard. Therefore, the organization should emphasize on the improvement of the writing skills of the employees in order to maintain effective relations with their customers.

Writing effective written reports requires a lot of hard work. Therefore, before you begin writing, it is important to know the objective, i.e., the purpose of writing, collection and organization of required data.

Oral Report

At times, oral presentation of the results that are drawn out of research is considered effective, particularly in cases where policy recommendations are to be made. This approach proves beneficial because it provides a medium of interaction between a listener and a speaker. This leads to a better understanding of the findings and their implications.

However, the main drawback of oral presentation is the lack of any permanent records related to the research. Oral presentation of the report is also effective when it is supported with various visual devices, such as slides, wall charts and whiteboards that help in better understanding of the research reports.

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The Writing Center • University of North Carolina at Chapel Hill

Scientific Reports

What this handout is about.

This handout provides a general guide to writing reports about scientific research you’ve performed. In addition to describing the conventional rules about the format and content of a lab report, we’ll also attempt to convey why these rules exist, so you’ll get a clearer, more dependable idea of how to approach this writing situation. Readers of this handout may also find our handout on writing in the sciences useful.

Background and pre-writing

Why do we write research reports.

You did an experiment or study for your science class, and now you have to write it up for your teacher to review. You feel that you understood the background sufficiently, designed and completed the study effectively, obtained useful data, and can use those data to draw conclusions about a scientific process or principle. But how exactly do you write all that? What is your teacher expecting to see?

To take some of the guesswork out of answering these questions, try to think beyond the classroom setting. In fact, you and your teacher are both part of a scientific community, and the people who participate in this community tend to share the same values. As long as you understand and respect these values, your writing will likely meet the expectations of your audience—including your teacher.

So why are you writing this research report? The practical answer is “Because the teacher assigned it,” but that’s classroom thinking. Generally speaking, people investigating some scientific hypothesis have a responsibility to the rest of the scientific world to report their findings, particularly if these findings add to or contradict previous ideas. The people reading such reports have two primary goals:

They want to gather the information presented.
They want to know that the findings are legitimate.

Your job as a writer, then, is to fulfill these two goals.

How do I do that?

Good question. Here is the basic format scientists have designed for research reports:

Introduction

Methods and Materials

This format, sometimes called “IMRAD,” may take slightly different shapes depending on the discipline or audience; some ask you to include an abstract or separate section for the hypothesis, or call the Discussion section “Conclusions,” or change the order of the sections (some professional and academic journals require the Methods section to appear last). Overall, however, the IMRAD format was devised to represent a textual version of the scientific method.

The scientific method, you’ll probably recall, involves developing a hypothesis, testing it, and deciding whether your findings support the hypothesis. In essence, the format for a research report in the sciences mirrors the scientific method but fleshes out the process a little. Below, you’ll find a table that shows how each written section fits into the scientific method and what additional information it offers the reader.


	states your hypothesis	explains how you derived that hypothesis and how it connects to previous research; gives the purpose of the experiment/study
	details how you tested your hypothesis	clarifies why you performed your study in that particular way
	provides raw (i.e., uninterpreted) data collected	(perhaps) expresses the data in table form, as an easy-to-read figure, or as percentages/ratios
	considers whether the data you obtained support the hypothesis	explores the implications of your finding and judges the potential limitations of your experimental design

Thinking of your research report as based on the scientific method, but elaborated in the ways described above, may help you to meet your audience’s expectations successfully. We’re going to proceed by explicitly connecting each section of the lab report to the scientific method, then explaining why and how you need to elaborate that section.

Although this handout takes each section in the order in which it should be presented in the final report, you may for practical reasons decide to compose sections in another order. For example, many writers find that composing their Methods and Results before the other sections helps to clarify their idea of the experiment or study as a whole. You might consider using each assignment to practice different approaches to drafting the report, to find the order that works best for you.

What should I do before drafting the lab report?

The best way to prepare to write the lab report is to make sure that you fully understand everything you need to about the experiment. Obviously, if you don’t quite know what went on during the lab, you’re going to find it difficult to explain the lab satisfactorily to someone else. To make sure you know enough to write the report, complete the following steps:

What are we going to do in this lab? (That is, what’s the procedure?)
Why are we going to do it that way?
What are we hoping to learn from this experiment?
Why would we benefit from this knowledge?
Consult your lab supervisor as you perform the lab. If you don’t know how to answer one of the questions above, for example, your lab supervisor will probably be able to explain it to you (or, at least, help you figure it out).
Plan the steps of the experiment carefully with your lab partners. The less you rush, the more likely it is that you’ll perform the experiment correctly and record your findings accurately. Also, take some time to think about the best way to organize the data before you have to start putting numbers down. If you can design a table to account for the data, that will tend to work much better than jotting results down hurriedly on a scrap piece of paper.
Record the data carefully so you get them right. You won’t be able to trust your conclusions if you have the wrong data, and your readers will know you messed up if the other three people in your group have “97 degrees” and you have “87.”
Consult with your lab partners about everything you do. Lab groups often make one of two mistakes: two people do all the work while two have a nice chat, or everybody works together until the group finishes gathering the raw data, then scrams outta there. Collaborate with your partners, even when the experiment is “over.” What trends did you observe? Was the hypothesis supported? Did you all get the same results? What kind of figure should you use to represent your findings? The whole group can work together to answer these questions.
Consider your audience. You may believe that audience is a non-issue: it’s your lab TA, right? Well, yes—but again, think beyond the classroom. If you write with only your lab instructor in mind, you may omit material that is crucial to a complete understanding of your experiment, because you assume the instructor knows all that stuff already. As a result, you may receive a lower grade, since your TA won’t be sure that you understand all the principles at work. Try to write towards a student in the same course but a different lab section. That student will have a fair degree of scientific expertise but won’t know much about your experiment particularly. Alternatively, you could envision yourself five years from now, after the reading and lectures for this course have faded a bit. What would you remember, and what would you need explained more clearly (as a refresher)?

Once you’ve completed these steps as you perform the experiment, you’ll be in a good position to draft an effective lab report.

Introductions

How do i write a strong introduction.

For the purposes of this handout, we’ll consider the Introduction to contain four basic elements: the purpose, the scientific literature relevant to the subject, the hypothesis, and the reasons you believed your hypothesis viable. Let’s start by going through each element of the Introduction to clarify what it covers and why it’s important. Then we can formulate a logical organizational strategy for the section.

The inclusion of the purpose (sometimes called the objective) of the experiment often confuses writers. The biggest misconception is that the purpose is the same as the hypothesis. Not quite. We’ll get to hypotheses in a minute, but basically they provide some indication of what you expect the experiment to show. The purpose is broader, and deals more with what you expect to gain through the experiment. In a professional setting, the hypothesis might have something to do with how cells react to a certain kind of genetic manipulation, but the purpose of the experiment is to learn more about potential cancer treatments. Undergraduate reports don’t often have this wide-ranging a goal, but you should still try to maintain the distinction between your hypothesis and your purpose. In a solubility experiment, for example, your hypothesis might talk about the relationship between temperature and the rate of solubility, but the purpose is probably to learn more about some specific scientific principle underlying the process of solubility.

For starters, most people say that you should write out your working hypothesis before you perform the experiment or study. Many beginning science students neglect to do so and find themselves struggling to remember precisely which variables were involved in the process or in what way the researchers felt that they were related. Write your hypothesis down as you develop it—you’ll be glad you did.

As for the form a hypothesis should take, it’s best not to be too fancy or complicated; an inventive style isn’t nearly so important as clarity here. There’s nothing wrong with beginning your hypothesis with the phrase, “It was hypothesized that . . .” Be as specific as you can about the relationship between the different objects of your study. In other words, explain that when term A changes, term B changes in this particular way. Readers of scientific writing are rarely content with the idea that a relationship between two terms exists—they want to know what that relationship entails.

Not a hypothesis:

“It was hypothesized that there is a significant relationship between the temperature of a solvent and the rate at which a solute dissolves.”

Hypothesis:

“It was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases.”

Put more technically, most hypotheses contain both an independent and a dependent variable. The independent variable is what you manipulate to test the reaction; the dependent variable is what changes as a result of your manipulation. In the example above, the independent variable is the temperature of the solvent, and the dependent variable is the rate of solubility. Be sure that your hypothesis includes both variables.

Justify your hypothesis

You need to do more than tell your readers what your hypothesis is; you also need to assure them that this hypothesis was reasonable, given the circumstances. In other words, use the Introduction to explain that you didn’t just pluck your hypothesis out of thin air. (If you did pluck it out of thin air, your problems with your report will probably extend beyond using the appropriate format.) If you posit that a particular relationship exists between the independent and the dependent variable, what led you to believe your “guess” might be supported by evidence?

Scientists often refer to this type of justification as “motivating” the hypothesis, in the sense that something propelled them to make that prediction. Often, motivation includes what we already know—or rather, what scientists generally accept as true (see “Background/previous research” below). But you can also motivate your hypothesis by relying on logic or on your own observations. If you’re trying to decide which solutes will dissolve more rapidly in a solvent at increased temperatures, you might remember that some solids are meant to dissolve in hot water (e.g., bouillon cubes) and some are used for a function precisely because they withstand higher temperatures (they make saucepans out of something). Or you can think about whether you’ve noticed sugar dissolving more rapidly in your glass of iced tea or in your cup of coffee. Even such basic, outside-the-lab observations can help you justify your hypothesis as reasonable.

Background/previous research

This part of the Introduction demonstrates to the reader your awareness of how you’re building on other scientists’ work. If you think of the scientific community as engaging in a series of conversations about various topics, then you’ll recognize that the relevant background material will alert the reader to which conversation you want to enter.

Generally speaking, authors writing journal articles use the background for slightly different purposes than do students completing assignments. Because readers of academic journals tend to be professionals in the field, authors explain the background in order to permit readers to evaluate the study’s pertinence for their own work. You, on the other hand, write toward a much narrower audience—your peers in the course or your lab instructor—and so you must demonstrate that you understand the context for the (presumably assigned) experiment or study you’ve completed. For example, if your professor has been talking about polarity during lectures, and you’re doing a solubility experiment, you might try to connect the polarity of a solid to its relative solubility in certain solvents. In any event, both professional researchers and undergraduates need to connect the background material overtly to their own work.

Organization of this section

Most of the time, writers begin by stating the purpose or objectives of their own work, which establishes for the reader’s benefit the “nature and scope of the problem investigated” (Day 1994). Once you have expressed your purpose, you should then find it easier to move from the general purpose, to relevant material on the subject, to your hypothesis. In abbreviated form, an Introduction section might look like this:

“The purpose of the experiment was to test conventional ideas about solubility in the laboratory [purpose] . . . According to Whitecoat and Labrat (1999), at higher temperatures the molecules of solvents move more quickly . . . We know from the class lecture that molecules moving at higher rates of speed collide with one another more often and thus break down more easily [background material/motivation] . . . Thus, it was hypothesized that as the temperature of a solvent increases, the rate at which a solute will dissolve in that solvent increases [hypothesis].”

Again—these are guidelines, not commandments. Some writers and readers prefer different structures for the Introduction. The one above merely illustrates a common approach to organizing material.

How do I write a strong Materials and Methods section?

As with any piece of writing, your Methods section will succeed only if it fulfills its readers’ expectations, so you need to be clear in your own mind about the purpose of this section. Let’s review the purpose as we described it above: in this section, you want to describe in detail how you tested the hypothesis you developed and also to clarify the rationale for your procedure. In science, it’s not sufficient merely to design and carry out an experiment. Ultimately, others must be able to verify your findings, so your experiment must be reproducible, to the extent that other researchers can follow the same procedure and obtain the same (or similar) results.

Here’s a real-world example of the importance of reproducibility. In 1989, physicists Stanley Pons and Martin Fleischman announced that they had discovered “cold fusion,” a way of producing excess heat and power without the nuclear radiation that accompanies “hot fusion.” Such a discovery could have great ramifications for the industrial production of energy, so these findings created a great deal of interest. When other scientists tried to duplicate the experiment, however, they didn’t achieve the same results, and as a result many wrote off the conclusions as unjustified (or worse, a hoax). To this day, the viability of cold fusion is debated within the scientific community, even though an increasing number of researchers believe it possible. So when you write your Methods section, keep in mind that you need to describe your experiment well enough to allow others to replicate it exactly.

With these goals in mind, let’s consider how to write an effective Methods section in terms of content, structure, and style.

Sometimes the hardest thing about writing this section isn’t what you should talk about, but what you shouldn’t talk about. Writers often want to include the results of their experiment, because they measured and recorded the results during the course of the experiment. But such data should be reserved for the Results section. In the Methods section, you can write that you recorded the results, or how you recorded the results (e.g., in a table), but you shouldn’t write what the results were—not yet. Here, you’re merely stating exactly how you went about testing your hypothesis. As you draft your Methods section, ask yourself the following questions:

How much detail? Be precise in providing details, but stay relevant. Ask yourself, “Would it make any difference if this piece were a different size or made from a different material?” If not, you probably don’t need to get too specific. If so, you should give as many details as necessary to prevent this experiment from going awry if someone else tries to carry it out. Probably the most crucial detail is measurement; you should always quantify anything you can, such as time elapsed, temperature, mass, volume, etc.
Rationale: Be sure that as you’re relating your actions during the experiment, you explain your rationale for the protocol you developed. If you capped a test tube immediately after adding a solute to a solvent, why did you do that? (That’s really two questions: why did you cap it, and why did you cap it immediately?) In a professional setting, writers provide their rationale as a way to explain their thinking to potential critics. On one hand, of course, that’s your motivation for talking about protocol, too. On the other hand, since in practical terms you’re also writing to your teacher (who’s seeking to evaluate how well you comprehend the principles of the experiment), explaining the rationale indicates that you understand the reasons for conducting the experiment in that way, and that you’re not just following orders. Critical thinking is crucial—robots don’t make good scientists.
Control: Most experiments will include a control, which is a means of comparing experimental results. (Sometimes you’ll need to have more than one control, depending on the number of hypotheses you want to test.) The control is exactly the same as the other items you’re testing, except that you don’t manipulate the independent variable-the condition you’re altering to check the effect on the dependent variable. For example, if you’re testing solubility rates at increased temperatures, your control would be a solution that you didn’t heat at all; that way, you’ll see how quickly the solute dissolves “naturally” (i.e., without manipulation), and you’ll have a point of reference against which to compare the solutions you did heat.

Describe the control in the Methods section. Two things are especially important in writing about the control: identify the control as a control, and explain what you’re controlling for. Here is an example:

“As a control for the temperature change, we placed the same amount of solute in the same amount of solvent, and let the solution stand for five minutes without heating it.”

Structure and style

Organization is especially important in the Methods section of a lab report because readers must understand your experimental procedure completely. Many writers are surprised by the difficulty of conveying what they did during the experiment, since after all they’re only reporting an event, but it’s often tricky to present this information in a coherent way. There’s a fairly standard structure you can use to guide you, and following the conventions for style can help clarify your points.

Subsections: Occasionally, researchers use subsections to report their procedure when the following circumstances apply: 1) if they’ve used a great many materials; 2) if the procedure is unusually complicated; 3) if they’ve developed a procedure that won’t be familiar to many of their readers. Because these conditions rarely apply to the experiments you’ll perform in class, most undergraduate lab reports won’t require you to use subsections. In fact, many guides to writing lab reports suggest that you try to limit your Methods section to a single paragraph.
Narrative structure: Think of this section as telling a story about a group of people and the experiment they performed. Describe what you did in the order in which you did it. You may have heard the old joke centered on the line, “Disconnect the red wire, but only after disconnecting the green wire,” where the person reading the directions blows everything to kingdom come because the directions weren’t in order. We’re used to reading about events chronologically, and so your readers will generally understand what you did if you present that information in the same way. Also, since the Methods section does generally appear as a narrative (story), you want to avoid the “recipe” approach: “First, take a clean, dry 100 ml test tube from the rack. Next, add 50 ml of distilled water.” You should be reporting what did happen, not telling the reader how to perform the experiment: “50 ml of distilled water was poured into a clean, dry 100 ml test tube.” Hint: most of the time, the recipe approach comes from copying down the steps of the procedure from your lab manual, so you may want to draft the Methods section initially without consulting your manual. Later, of course, you can go back and fill in any part of the procedure you inadvertently overlooked.
Past tense: Remember that you’re describing what happened, so you should use past tense to refer to everything you did during the experiment. Writers are often tempted to use the imperative (“Add 5 g of the solid to the solution”) because that’s how their lab manuals are worded; less frequently, they use present tense (“5 g of the solid are added to the solution”). Instead, remember that you’re talking about an event which happened at a particular time in the past, and which has already ended by the time you start writing, so simple past tense will be appropriate in this section (“5 g of the solid were added to the solution” or “We added 5 g of the solid to the solution”).
Active: We heated the solution to 80°C. (The subject, “we,” performs the action, heating.)
Passive: The solution was heated to 80°C. (The subject, “solution,” doesn’t do the heating–it is acted upon, not acting.)

Increasingly, especially in the social sciences, using first person and active voice is acceptable in scientific reports. Most readers find that this style of writing conveys information more clearly and concisely. This rhetorical choice thus brings two scientific values into conflict: objectivity versus clarity. Since the scientific community hasn’t reached a consensus about which style it prefers, you may want to ask your lab instructor.

How do I write a strong Results section?

Here’s a paradox for you. The Results section is often both the shortest (yay!) and most important (uh-oh!) part of your report. Your Materials and Methods section shows how you obtained the results, and your Discussion section explores the significance of the results, so clearly the Results section forms the backbone of the lab report. This section provides the most critical information about your experiment: the data that allow you to discuss how your hypothesis was or wasn’t supported. But it doesn’t provide anything else, which explains why this section is generally shorter than the others.

Before you write this section, look at all the data you collected to figure out what relates significantly to your hypothesis. You’ll want to highlight this material in your Results section. Resist the urge to include every bit of data you collected, since perhaps not all are relevant. Also, don’t try to draw conclusions about the results—save them for the Discussion section. In this section, you’re reporting facts. Nothing your readers can dispute should appear in the Results section.

Most Results sections feature three distinct parts: text, tables, and figures. Let’s consider each part one at a time.

This should be a short paragraph, generally just a few lines, that describes the results you obtained from your experiment. In a relatively simple experiment, one that doesn’t produce a lot of data for you to repeat, the text can represent the entire Results section. Don’t feel that you need to include lots of extraneous detail to compensate for a short (but effective) text; your readers appreciate discrimination more than your ability to recite facts. In a more complex experiment, you may want to use tables and/or figures to help guide your readers toward the most important information you gathered. In that event, you’ll need to refer to each table or figure directly, where appropriate:

“Table 1 lists the rates of solubility for each substance”

“Solubility increased as the temperature of the solution increased (see Figure 1).”

If you do use tables or figures, make sure that you don’t present the same material in both the text and the tables/figures, since in essence you’ll just repeat yourself, probably annoying your readers with the redundancy of your statements.

Feel free to describe trends that emerge as you examine the data. Although identifying trends requires some judgment on your part and so may not feel like factual reporting, no one can deny that these trends do exist, and so they properly belong in the Results section. Example:

“Heating the solution increased the rate of solubility of polar solids by 45% but had no effect on the rate of solubility in solutions containing non-polar solids.”

This point isn’t debatable—you’re just pointing out what the data show.

As in the Materials and Methods section, you want to refer to your data in the past tense, because the events you recorded have already occurred and have finished occurring. In the example above, note the use of “increased” and “had,” rather than “increases” and “has.” (You don’t know from your experiment that heating always increases the solubility of polar solids, but it did that time.)

You shouldn’t put information in the table that also appears in the text. You also shouldn’t use a table to present irrelevant data, just to show you did collect these data during the experiment. Tables are good for some purposes and situations, but not others, so whether and how you’ll use tables depends upon what you need them to accomplish.

Tables are useful ways to show variation in data, but not to present a great deal of unchanging measurements. If you’re dealing with a scientific phenomenon that occurs only within a certain range of temperatures, for example, you don’t need to use a table to show that the phenomenon didn’t occur at any of the other temperatures. How useful is this table?

A table labeled Effect of Temperature on Rate of Solubility with temperature of solvent values in 10-degree increments from -20 degrees Celsius to 80 degrees Celsius that does not show a corresponding rate of solubility value until 50 degrees Celsius.

As you can probably see, no solubility was observed until the trial temperature reached 50°C, a fact that the text part of the Results section could easily convey. The table could then be limited to what happened at 50°C and higher, thus better illustrating the differences in solubility rates when solubility did occur.

As a rule, try not to use a table to describe any experimental event you can cover in one sentence of text. Here’s an example of an unnecessary table from How to Write and Publish a Scientific Paper , by Robert A. Day:

A table labeled Oxygen requirements of various species of Streptomyces showing the names of organisms and two columns that indicate growth under aerobic conditions and growth under anaerobic conditions with a plus or minus symbol for each organism in the growth columns to indicate value.

As Day notes, all the information in this table can be summarized in one sentence: “S. griseus, S. coelicolor, S. everycolor, and S. rainbowenski grew under aerobic conditions, whereas S. nocolor and S. greenicus required anaerobic conditions.” Most readers won’t find the table clearer than that one sentence.

When you do have reason to tabulate material, pay attention to the clarity and readability of the format you use. Here are a few tips:

Number your table. Then, when you refer to the table in the text, use that number to tell your readers which table they can review to clarify the material.
Give your table a title. This title should be descriptive enough to communicate the contents of the table, but not so long that it becomes difficult to follow. The titles in the sample tables above are acceptable.
Arrange your table so that readers read vertically, not horizontally. For the most part, this rule means that you should construct your table so that like elements read down, not across. Think about what you want your readers to compare, and put that information in the column (up and down) rather than in the row (across). Usually, the point of comparison will be the numerical data you collect, so especially make sure you have columns of numbers, not rows.Here’s an example of how drastically this decision affects the readability of your table (from A Short Guide to Writing about Chemistry , by Herbert Beall and John Trimbur). Look at this table, which presents the relevant data in horizontal rows:

A table labeled Boyle's Law Experiment: Measuring Volume as a Function of Pressure that presents the trial number, length of air sample in millimeters, and height difference in inches of mercury, each of which is presented in rows horizontally.

It’s a little tough to see the trends that the author presumably wants to present in this table. Compare this table, in which the data appear vertically:

The second table shows how putting like elements in a vertical column makes for easier reading. In this case, the like elements are the measurements of length and height, over five trials–not, as in the first table, the length and height measurements for each trial.

Make sure to include units of measurement in the tables. Readers might be able to guess that you measured something in millimeters, but don’t make them try.

1058

432

Don’t use vertical lines as part of the format for your table. This convention exists because journals prefer not to have to reproduce these lines because the tables then become more expensive to print. Even though it’s fairly unlikely that you’ll be sending your Biology 11 lab report to Science for publication, your readers still have this expectation. Consequently, if you use the table-drawing option in your word-processing software, choose the option that doesn’t rely on a “grid” format (which includes vertical lines).

How do I include figures in my report?

Although tables can be useful ways of showing trends in the results you obtained, figures (i.e., illustrations) can do an even better job of emphasizing such trends. Lab report writers often use graphic representations of the data they collected to provide their readers with a literal picture of how the experiment went.

When should you use a figure?

Remember the circumstances under which you don’t need a table: when you don’t have a great deal of data or when the data you have don’t vary a lot. Under the same conditions, you would probably forgo the figure as well, since the figure would be unlikely to provide your readers with an additional perspective. Scientists really don’t like their time wasted, so they tend not to respond favorably to redundancy.

If you’re trying to decide between using a table and creating a figure to present your material, consider the following a rule of thumb. The strength of a table lies in its ability to supply large amounts of exact data, whereas the strength of a figure is its dramatic illustration of important trends within the experiment. If you feel that your readers won’t get the full impact of the results you obtained just by looking at the numbers, then a figure might be appropriate.

Of course, an undergraduate class may expect you to create a figure for your lab experiment, if only to make sure that you can do so effectively. If this is the case, then don’t worry about whether to use figures or not—concentrate instead on how best to accomplish your task.

Figures can include maps, photographs, pen-and-ink drawings, flow charts, bar graphs, and section graphs (“pie charts”). But the most common figure by far, especially for undergraduates, is the line graph, so we’ll focus on that type in this handout.

At the undergraduate level, you can often draw and label your graphs by hand, provided that the result is clear, legible, and drawn to scale. Computer technology has, however, made creating line graphs a lot easier. Most word-processing software has a number of functions for transferring data into graph form; many scientists have found Microsoft Excel, for example, a helpful tool in graphing results. If you plan on pursuing a career in the sciences, it may be well worth your while to learn to use a similar program.

Computers can’t, however, decide for you how your graph really works; you have to know how to design your graph to meet your readers’ expectations. Here are some of these expectations:

Keep it as simple as possible. You may be tempted to signal the complexity of the information you gathered by trying to design a graph that accounts for that complexity. But remember the purpose of your graph: to dramatize your results in a manner that’s easy to see and grasp. Try not to make the reader stare at the graph for a half hour to find the important line among the mass of other lines. For maximum effectiveness, limit yourself to three to five lines per graph; if you have more data to demonstrate, use a set of graphs to account for it, rather than trying to cram it all into a single figure.
Plot the independent variable on the horizontal (x) axis and the dependent variable on the vertical (y) axis. Remember that the independent variable is the condition that you manipulated during the experiment and the dependent variable is the condition that you measured to see if it changed along with the independent variable. Placing the variables along their respective axes is mostly just a convention, but since your readers are accustomed to viewing graphs in this way, you’re better off not challenging the convention in your report.
Label each axis carefully, and be especially careful to include units of measure. You need to make sure that your readers understand perfectly well what your graph indicates.
Number and title your graphs. As with tables, the title of the graph should be informative but concise, and you should refer to your graph by number in the text (e.g., “Figure 1 shows the increase in the solubility rate as a function of temperature”).
Many editors of professional scientific journals prefer that writers distinguish the lines in their graphs by attaching a symbol to them, usually a geometric shape (triangle, square, etc.), and using that symbol throughout the curve of the line. Generally, readers have a hard time distinguishing dotted lines from dot-dash lines from straight lines, so you should consider staying away from this system. Editors don’t usually like different-colored lines within a graph because colors are difficult and expensive to reproduce; colors may, however, be great for your purposes, as long as you’re not planning to submit your paper to Nature. Use your discretion—try to employ whichever technique dramatizes the results most effectively.
Try to gather data at regular intervals, so the plot points on your graph aren’t too far apart. You can’t be sure of the arc you should draw between the plot points if the points are located at the far corners of the graph; over a fifteen-minute interval, perhaps the change occurred in the first or last thirty seconds of that period (in which case your straight-line connection between the points is misleading).
If you’re worried that you didn’t collect data at sufficiently regular intervals during your experiment, go ahead and connect the points with a straight line, but you may want to examine this problem as part of your Discussion section.
Make your graph large enough so that everything is legible and clearly demarcated, but not so large that it either overwhelms the rest of the Results section or provides a far greater range than you need to illustrate your point. If, for example, the seedlings of your plant grew only 15 mm during the trial, you don’t need to construct a graph that accounts for 100 mm of growth. The lines in your graph should more or less fill the space created by the axes; if you see that your data is confined to the lower left portion of the graph, you should probably re-adjust your scale.
If you create a set of graphs, make them the same size and format, including all the verbal and visual codes (captions, symbols, scale, etc.). You want to be as consistent as possible in your illustrations, so that your readers can easily make the comparisons you’re trying to get them to see.

How do I write a strong Discussion section?

The discussion section is probably the least formalized part of the report, in that you can’t really apply the same structure to every type of experiment. In simple terms, here you tell your readers what to make of the Results you obtained. If you have done the Results part well, your readers should already recognize the trends in the data and have a fairly clear idea of whether your hypothesis was supported. Because the Results can seem so self-explanatory, many students find it difficult to know what material to add in this last section.

Basically, the Discussion contains several parts, in no particular order, but roughly moving from specific (i.e., related to your experiment only) to general (how your findings fit in the larger scientific community). In this section, you will, as a rule, need to:

Explain whether the data support your hypothesis

Acknowledge any anomalous data or deviations from what you expected

Derive conclusions, based on your findings, about the process you’re studying

Relate your findings to earlier work in the same area (if you can)

Explore the theoretical and/or practical implications of your findings

Let’s look at some dos and don’ts for each of these objectives.

This statement is usually a good way to begin the Discussion, since you can’t effectively speak about the larger scientific value of your study until you’ve figured out the particulars of this experiment. You might begin this part of the Discussion by explicitly stating the relationships or correlations your data indicate between the independent and dependent variables. Then you can show more clearly why you believe your hypothesis was or was not supported. For example, if you tested solubility at various temperatures, you could start this section by noting that the rates of solubility increased as the temperature increased. If your initial hypothesis surmised that temperature change would not affect solubility, you would then say something like,

“The hypothesis that temperature change would not affect solubility was not supported by the data.”

Note: Students tend to view labs as practical tests of undeniable scientific truths. As a result, you may want to say that the hypothesis was “proved” or “disproved” or that it was “correct” or “incorrect.” These terms, however, reflect a degree of certainty that you as a scientist aren’t supposed to have. Remember, you’re testing a theory with a procedure that lasts only a few hours and relies on only a few trials, which severely compromises your ability to be sure about the “truth” you see. Words like “supported,” “indicated,” and “suggested” are more acceptable ways to evaluate your hypothesis.

Also, recognize that saying whether the data supported your hypothesis or not involves making a claim to be defended. As such, you need to show the readers that this claim is warranted by the evidence. Make sure that you’re very explicit about the relationship between the evidence and the conclusions you draw from it. This process is difficult for many writers because we don’t often justify conclusions in our regular lives. For example, you might nudge your friend at a party and whisper, “That guy’s drunk,” and once your friend lays eyes on the person in question, she might readily agree. In a scientific paper, by contrast, you would need to defend your claim more thoroughly by pointing to data such as slurred words, unsteady gait, and the lampshade-as-hat. In addition to pointing out these details, you would also need to show how (according to previous studies) these signs are consistent with inebriation, especially if they occur in conjunction with one another. To put it another way, tell your readers exactly how you got from point A (was the hypothesis supported?) to point B (yes/no).

Acknowledge any anomalous data, or deviations from what you expected

You need to take these exceptions and divergences into account, so that you qualify your conclusions sufficiently. For obvious reasons, your readers will doubt your authority if you (deliberately or inadvertently) overlook a key piece of data that doesn’t square with your perspective on what occurred. In a more philosophical sense, once you’ve ignored evidence that contradicts your claims, you’ve departed from the scientific method. The urge to “tidy up” the experiment is often strong, but if you give in to it you’re no longer performing good science.

Sometimes after you’ve performed a study or experiment, you realize that some part of the methods you used to test your hypothesis was flawed. In that case, it’s OK to suggest that if you had the chance to conduct your test again, you might change the design in this or that specific way in order to avoid such and such a problem. The key to making this approach work, though, is to be very precise about the weakness in your experiment, why and how you think that weakness might have affected your data, and how you would alter your protocol to eliminate—or limit the effects of—that weakness. Often, inexperienced researchers and writers feel the need to account for “wrong” data (remember, there’s no such animal), and so they speculate wildly about what might have screwed things up. These speculations include such factors as the unusually hot temperature in the room, or the possibility that their lab partners read the meters wrong, or the potentially defective equipment. These explanations are what scientists call “cop-outs,” or “lame”; don’t indicate that the experiment had a weakness unless you’re fairly certain that a) it really occurred and b) you can explain reasonably well how that weakness affected your results.

If, for example, your hypothesis dealt with the changes in solubility at different temperatures, then try to figure out what you can rationally say about the process of solubility more generally. If you’re doing an undergraduate lab, chances are that the lab will connect in some way to the material you’ve been covering either in lecture or in your reading, so you might choose to return to these resources as a way to help you think clearly about the process as a whole.

This part of the Discussion section is another place where you need to make sure that you’re not overreaching. Again, nothing you’ve found in one study would remotely allow you to claim that you now “know” something, or that something isn’t “true,” or that your experiment “confirmed” some principle or other. Hesitate before you go out on a limb—it’s dangerous! Use less absolutely conclusive language, including such words as “suggest,” “indicate,” “correspond,” “possibly,” “challenge,” etc.

Relate your findings to previous work in the field (if possible)

We’ve been talking about how to show that you belong in a particular community (such as biologists or anthropologists) by writing within conventions that they recognize and accept. Another is to try to identify a conversation going on among members of that community, and use your work to contribute to that conversation. In a larger philosophical sense, scientists can’t fully understand the value of their research unless they have some sense of the context that provoked and nourished it. That is, you have to recognize what’s new about your project (potentially, anyway) and how it benefits the wider body of scientific knowledge. On a more pragmatic level, especially for undergraduates, connecting your lab work to previous research will demonstrate to the TA that you see the big picture. You have an opportunity, in the Discussion section, to distinguish yourself from the students in your class who aren’t thinking beyond the barest facts of the study. Capitalize on this opportunity by putting your own work in context.

If you’re just beginning to work in the natural sciences (as a first-year biology or chemistry student, say), most likely the work you’ll be doing has already been performed and re-performed to a satisfactory degree. Hence, you could probably point to a similar experiment or study and compare/contrast your results and conclusions. More advanced work may deal with an issue that is somewhat less “resolved,” and so previous research may take the form of an ongoing debate, and you can use your own work to weigh in on that debate. If, for example, researchers are hotly disputing the value of herbal remedies for the common cold, and the results of your study suggest that Echinacea diminishes the symptoms but not the actual presence of the cold, then you might want to take some time in the Discussion section to recapitulate the specifics of the dispute as it relates to Echinacea as an herbal remedy. (Consider that you have probably already written in the Introduction about this debate as background research.)

This information is often the best way to end your Discussion (and, for all intents and purposes, the report). In argumentative writing generally, you want to use your closing words to convey the main point of your writing. This main point can be primarily theoretical (“Now that you understand this information, you’re in a better position to understand this larger issue”) or primarily practical (“You can use this information to take such and such an action”). In either case, the concluding statements help the reader to comprehend the significance of your project and your decision to write about it.

Since a lab report is argumentative—after all, you’re investigating a claim, and judging the legitimacy of that claim by generating and collecting evidence—it’s often a good idea to end your report with the same technique for establishing your main point. If you want to go the theoretical route, you might talk about the consequences your study has for the field or phenomenon you’re investigating. To return to the examples regarding solubility, you could end by reflecting on what your work on solubility as a function of temperature tells us (potentially) about solubility in general. (Some folks consider this type of exploration “pure” as opposed to “applied” science, although these labels can be problematic.) If you want to go the practical route, you could end by speculating about the medical, institutional, or commercial implications of your findings—in other words, answer the question, “What can this study help people to do?” In either case, you’re going to make your readers’ experience more satisfying, by helping them see why they spent their time learning what you had to teach them.

Works consulted

We consulted these works while writing this handout. This is not a comprehensive list of resources on the handout’s topic, and we encourage you to do your own research to find additional publications. Please do not use this list as a model for the format of your own reference list, as it may not match the citation style you are using. For guidance on formatting citations, please see the UNC Libraries citation tutorial . We revise these tips periodically and welcome feedback.

American Psychological Association. 2010. Publication Manual of the American Psychological Association . 6th ed. Washington, DC: American Psychological Association.

Beall, Herbert, and John Trimbur. 2001. A Short Guide to Writing About Chemistry , 2nd ed. New York: Longman.

Blum, Deborah, and Mary Knudson. 1997. A Field Guide for Science Writers: The Official Guide of the National Association of Science Writers . New York: Oxford University Press.

Booth, Wayne C., Gregory G. Colomb, Joseph M. Williams, Joseph Bizup, and William T. FitzGerald. 2016. The Craft of Research , 4th ed. Chicago: University of Chicago Press.

Briscoe, Mary Helen. 1996. Preparing Scientific Illustrations: A Guide to Better Posters, Presentations, and Publications , 2nd ed. New York: Springer-Verlag.

Council of Science Editors. 2014. Scientific Style and Format: The CSE Manual for Authors, Editors, and Publishers , 8th ed. Chicago & London: University of Chicago Press.

Davis, Martha. 2012. Scientific Papers and Presentations , 3rd ed. London: Academic Press.

Day, Robert A. 1994. How to Write and Publish a Scientific Paper , 4th ed. Phoenix: Oryx Press.

Porush, David. 1995. A Short Guide to Writing About Science . New York: Longman.

Williams, Joseph, and Joseph Bizup. 2017. Style: Lessons in Clarity and Grace , 12th ed. Boston: Pearson.

You may reproduce it for non-commercial use if you use the entire handout and attribute the source: The Writing Center, University of North Carolina at Chapel Hill

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Uncomplicated Reviews of Educational Research Methods

Writing a Research Report

.pdf version of this page

This review covers the basic elements of a research report. This is a general guide for what you will see in journal articles or dissertations. This format assumes a mixed methods study, but you can leave out either quantitative or qualitative sections if you only used a single methodology.

This review is divided into sections for easy reference. There are five MAJOR parts of a Research Report:

1. Introduction 2. Review of Literature 3. Methods 4. Results 5. Discussion

As a general guide, the Introduction, Review of Literature, and Methods should be about 1/3 of your paper, Discussion 1/3, then Results 1/3.

Section 1 : Cover Sheet (APA format cover sheet) optional, if required.

Section 2: Abstract (a basic summary of the report, including sample, treatment, design, results, and implications) (≤ 150 words) optional, if required.

Section 3 : Introduction (1-3 paragraphs) • Basic introduction • Supportive statistics (can be from periodicals) • Statement of Purpose • Statement of Significance

Section 4 : Research question(s) or hypotheses • An overall research question (optional) • A quantitative-based (hypotheses) • A qualitative-based (research questions) Note: You will generally have more than one, especially if using hypotheses.

Section 5: Review of Literature ▪ Should be organized by subheadings ▪ Should adequately support your study using supporting, related, and/or refuting evidence ▪ Is a synthesis, not a collection of individual summaries

Section 6: Methods ▪ Procedure: Describe data gathering or participant recruitment, including IRB approval ▪ Sample: Describe the sample or dataset, including basic demographics ▪ Setting: Describe the setting, if applicable (generally only in qualitative designs) ▪ Treatment: If applicable, describe, in detail, how you implemented the treatment ▪ Instrument: Describe, in detail, how you implemented the instrument; Describe the reliability and validity associated with the instrument ▪ Data Analysis: Describe type of procedure (t-test, interviews, etc.) and software (if used)

Section 7: Results ▪ Restate Research Question 1 (Quantitative) ▪ Describe results ▪ Restate Research Question 2 (Qualitative) ▪ Describe results

Section 8: Discussion ▪ Restate Overall Research Question ▪ Describe how the results, when taken together, answer the overall question ▪ ***Describe how the results confirm or contrast the literature you reviewed

Section 9: Recommendations (if applicable, generally related to practice)

Section 10: Limitations ▪ Discuss, in several sentences, the limitations of this study. ▪ Research Design (overall, then info about the limitations of each separately) ▪ Sample ▪ Instrument/s ▪ Other limitations

Section 11: Conclusion (A brief closing summary)

Section 12: References (APA format)

Research Report Meaning, Characteristics and Types

Table of contents:-, research report meaning, characteristics of good research report, key characteristics of research report, types of research report, stages in preparation of research report, characteristics of a good report.

A research report is a document that conveys the outcomes of a study or investigation. Its purpose is to communicate the research’s findings, conclusions, and implications to a particular audience. This report aims to offer a comprehensive and unbiased overview of the research process, methodology, and results.

Once the researcher has completed data collection , data processing, developing and testing hypotheses, and interpretation of responses, the next important phase in research is the preparation of the research report. A research report is essential for the communication of research findings to its potential users.

The research report must be free from personal bias, external influences, and subjective factors. i.e., it must be free from one’s liking and disliking. The research report must be prepared to meet impersonal needs.

What is Research Report?

According to Lancaster, “A report is a statement of collected and considered facts, so drawn-ups to give clear and concise information to persons who are not already in possession of the full facts of the subject matter of the report”.

When researchers communicate their results in writing, they create a research report. It includes the research methodology, approaches, data collection precautions, research findings, and recommendations for solving related problems. Managers can put this result into action for more effective decision making .

Generally, top management places a higher emphasis on obtaining the research outcome rather than delving into the research procedure. Hence, the research report acts as a presentation that highlights the procedure and methodology adopted by the researcher.

The research report presents the complete procedure in a comprehensive way that in turn helps the management in making crucial decisions. Creating a research report adheres to a specific format, sequence, and writing style.

Enhance the effectiveness of a research report by incorporating various charts, graphs, diagrams, tables, etc. By using different representation techniques, researchers can convince the audience as well as the management in an effective way.

Characteristics of a good research report are listed below:

Clarity and Completeness
Reliability
Comprehensibility and Readability
Logical Content

The following paragraphs outline the characteristics of a good research report.

1) Accuracy

Report information must be accurate and based on facts, credible sources and data to establish reliability and trustworthiness. It should not be biased by the personal feelings of the writer. The information presented must be as precise as possible.

2) Simplicity

The language of a research report should be as simple as possible to ensure easy understanding. A good report communicates its message clearly and without ambiguity through its language.

It is a document of practical utility; therefore, it should be grammatically accurate, brief, and easily understood.

Jargon and technical words should be avoided when writing the report. Even in a technical report, there should be restricted use of technical terms if it is to be presented to laymen.

3) Clarity and Completeness

The report must be straightforward, lucid, and comprehensive in every aspect. Ambiguity should be avoided at all costs. Clarity is achieved through the strategic and practical organization of information. Report writers should divide their report into short paragraphs with headings and insert other suitable signposts to enhance clarity. They should:

Approach their task systematically,
Clarify their purpose,
Define their sources,
State their findings and
Make necessary recommendations.

A report should concisely convey the key points without unnecessary length, ensuring that the reader’s patience is not lost and ideas are not confused. Many times, people lack the time to read lengthy reports.

However, a report must also be complete. Sometimes, it is important to have a detailed discussion about the facts. A report is not an essay; therefore, points should be added to it.

5) Appearance

A report requires a visually appealing presentation and, whenever feasible, should be attention-grabbing. An effective report depends on the arrangement, organization, format, layout, typography, printing quality, and paper choice. Big companies often produce very attractive and colourful Annual Reports to showcase their achievements and financial performance.

6) Comprehensibility and Readability

Reports should be clear and straightforward for easy understanding. The style of presentation and the choice of words should be attractive to readers. The writer must present the facts in elegant and grammatically correct English so that the reader is compelled to read the report from beginning to end.

Only then does a report serve its purpose. A report written by different individuals on the same subject matter can vary depending on the intended audience.

7) Reliability

Reports should be reliable and should not create an erroneous impression in the minds of readers due to oversight or neglect. The facts presented in a report should be pertinent.

Every fact in a report must align with the central purpose, but it is also vital to ensure that all pertinent information is included.

Irrelevant facts can make a report confusing, and the exclusion of relevant facts can render it incomplete and likely to mislead.

Report writing should not incur unnecessary expenses. Cost-effective methods should be used to maintain a consistent level of quality when communicating the content.

9) Timelines

Reports can be valuable and practical when they reach the readers promptly. Any delay in the submission of reports renders the preparation of reports futile and sometimes obsolete.

10) Logical Content

The points mentioned in a report should be arranged in a step-by-step logical sequence and not haphazardly. Distinctive points should have self-explanatory headings and sub-headings. The scientific accuracy of facts is very essential for a report.

Planning is necessary before a report is prepared, as reports invariably lead to decision-making, and inaccurate facts may result in unsuccessful decisions.

nature of marketing
difference between questionnaire and schedule
features of marginal costing
placement in hrm
limitations of marginal costing
nature of leadership
difference between advertising and personal selling

A research report serves as a means of communicating research findings to the readers effectively.

Clarity in Information
Optimal Length
Objective and Simple Language
Clear Thinking and Logical Organization
Engaging Style
Clarity in Presentation
Readability
Best Composition Practices
Inferences and Conclusions
Proper References
Attractive Appearance

i) Clarity in Information

A well-defined research report must define the what, why, who, whom, when, where, and how of the research study. It must help the readers to understand the focus of the information presented.

ii) Optimal Length

The report should strike a balance, being sufficiently brief and appropriately extended. It should cover the subject matter adequately while maintaining the reader’s interest.

iii) Objective and Simple Language

The report should be written in an objective style, employing simple language. Correctness, precision, and clarity should be prioritized, avoiding wordiness, indirection, and pompous language.

iv) Clear Thinking and Logical Organization

An excellent report integrates clear thinking, logical organization, and sound interpretation of the research findings.

v) Engaging Style

It should not be dull; instead, it should captivate and sustain the reader’s interest.

vi) Accuracy

Accuracy is paramount. The report must present facts objectively, eschewing exaggerations and superlatives.

vii) Clarity in Presentation

Presentation clarity is achieved through familiar words, unambiguous statements, and explicit definitions of new concepts or terms.

viii) Coherence

The logical flow of ideas and a coherent sequence of sentences contribute to a smooth continuity of thought.

ix) Readability

Even technical reports should be easily understandable. Translate technicalities into reader-friendly language.

x) Best Composition Practices

Follow best composition practices, ensuring readability through proper paragraphing, short sentences, and the use of illustrations, examples, section headings, charts, graphs, and diagrams.

xi) Inferences and Conclusions

Draw sound inferences and conclusions from statistical tables without repeating them in verbal form.

xii) Proper References

Footnote references should be correctly formatted, and the bibliography should be reasonably complete.

xiii) Attractive Appearance

The report should be visually appealing, maintaining a neat and clean appearance, whether typed or printed.

xiv) Error-Free

The report should be free from all types of mistakes, including language, factual, spelling, and calculation errors.

In striving for these qualities, the researcher enhances the overall quality of the report.

Research reports are of the following types:

Technical Report
Manuscripts for Journal Articles
Thesis and Dissertations
Other Types of Research Report

1) Technical Report

Technical reports are reports which contain detailed information about the research problem and its findings. These reports are typically subject to review by individuals interested in research methodology. Such reports include detailed descriptions of used methods for research design such as universe selection , sample preparation, designing questionnaire , identifying potential data sources, etc. These reports provide a complete description of every step, method, and tool used. When crafting technical reports, we assume that users possess knowledge of research methodology, which is why the language used in these reports is technical. Technical reports are valuable in situations where there is a need for statistical analysis of collected data. Researchers also employ it in conducting a series of research studies, where they can repetitively use the methodology.

2) Manuscripts for Journal Articles

When authors prepare a report with a particular layout or design for publishing in an academic or scientific journal, it becomes a “manuscript for journal articles”. Journal articles are a concise and complete presentation of a particular research study. While technical reports present a detailed description of all the activities in research, journal articles are known for presenting only a few critical areas or findings of a study. The readers or audience of journal articles include other researchers, management and executives, strategic analysts and the general public, interested in the topic.

In general, a manuscript for a journal article typically ranges from 10 to 30 pages in length. Sometimes there is a page or word limit for preparing the report. Authors primarily submit manuscripts for journal articles online, although they occasionally send paper copies through regular mail.

3) Thesis and Dissertations

Students working towards a Master’s, PhD, or another higher degree generally produce a thesis or dissertation, which is a form of research report. Like other normal research reports, the thesis or dissertation usually describes the design, tools or methods and results of the student’s research in detail.

These reports typically include a detailed section called the literature review, which encompasses relevant literature and previous studies on the topic. Firstly, the work or research of the student is analysed by a professional researcher or an expert in that particular research field, and then the thesis is written under the guidance of a professional supervisor. Dissertations and theses usually span approximately 120 to 300 pages in length.

Generally, the university or institution decides the length of the dissertation or thesis. A distinctive feature of a thesis or a dissertation is that it is quite economical, as it requires few printed and bound copies of the report. Sometimes electronic copies are required to be submitted along with the hard copy of the thesis or dissertations. Compact discs (CDs) are used to generate the electronic copy.

4) Other Types of Research Report

Along with the above-mentioned types, there are some other types of research reports, which are as follows:

Popular Report
Interim Report
Summary Report
Research Abstract

i) Popular Report

A popular report is prepared for the use of administrators, executives, or managers. It is simple and attractive in the form of a report. Clear and concise statements are used with less technical or statistical terms. Data representation is kept very simple through minimal use of graphs and charts. It has a different format than that of a technical one by liberally using margins and blank spaces. The style of writing a popular report is journalistic and precise. It is written to facilitate reading rapidly and comprehending quickly.

ii) Interim Report

An interim report is a kind of report which is prepared to show the sponsors, the progress of research work before the final presentation of the report. It is prepared when there is a certain time gap between the data collection and presentation. In this scenario, the completed portion of data analysis along with its findings is described in a particular interim report.

iii) Summary Report

This type of report is related to the interest of the general public. The findings of such a report are helpful for the decision making of general users. The language used for preparing a summary report is comprehensive and simple. The inclusion of numerous graphs and tables enhances the report’s overall clarity and comprehension. The main focus of this report is on the objectives, findings, and implications of the research issue.

iv) Research Abstract

The research abstract is a short presentation of the technical report. All the elements of a particular technical report, such as the research problem, objectives, sampling techniques, etc., are described in the research abstract but the description is concise and easy.

Research reports result from meticulous and deliberate work. Consequently, the preparation of the information can be delineated into the following key stages:

1) Logical Understanding and Subject Analysis: This stage involves a comprehensive grasp and analysis of the subject matter.

2) Planning/Designing the Final Outline: In this phase, the final outline of the report is meticulously planned and designed.

3) Write-Up/Preparation of Rough Draft: The report takes shape during this stage through the composition of a rough draft.

4) Polishing/Finalization of the Research Report: The final stage encompasses refining and polishing the report to achieve its ultimate form.

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Logical understanding and subject analysis.

This initial stage focuses on the subject’s development, which can be achieved through two approaches:

Logical development and
Chronological development

Logical development relies on mental connections and associations between different aspects facilitated by rational analysis. Typically, this involves progressing from simple to complex elements. In contrast, chronological development follows a sequence of time or events, with instructions or descriptions often adhering to chronological order.

Designing the Final Outline of the Research Report

This marks the second stage in report writing. Once the subject matter is comprehended, the subsequent step involves structuring the report, arranging its components, and outlining them. This stage is also referred to as the planning and organization stage. While ideas may flow through the author’s mind, they must create a plan, sketch, or design. These are necessary for achieving a harmonious succession to become more accessible, and the author may be unsure where to commence or conclude. Effective communication of research results hinges not only on language but predominantly on the meticulous planning and organization of the report.

Preparation of the Rough Draft

The third stage involves the writing and drafting of the report. This phase is pivotal for the researcher as they translate their research study into written form, articulating what they have accomplished and how they intend to convey it.

The clarity in communication and reporting during this stage is influenced by several factors, including the audience, the technical complexity of the problem, the researcher’s grasp of facts and techniques, their proficiency in the language (communication skills), the completeness of notes and documentation, and the availability of analyzed results.

Depending on these factors, some authors may produce the report with just one or two drafts. In contrast, others, with less command over language and a lack of clarity about the problem and subject matter, may require more time and multiple drafts (first draft, second draft, third draft, fourth draft, etc.).

Finalization of the Research Report

This marks the last stage, potentially the most challenging phase in all formal writing. Constructing the structure is relatively easy, but refining and adding the finishing touches require considerable time. Consider, for instance, the construction of a house. The work progresses swiftly up to the roofing (structure) stage, but the final touches and completion demand a significant amount of time.

The rough draft, whether it is the second draft or the n th draft, must undergo rewriting and polishing to meet the requirements. The meticulous revision of the rough draft is what distinguishes a mediocre piece of writing from a good one. During the polishing and finalization phase, it is crucial to scrutinize the report for weaknesses in the logical development of the subject and the cohesion of its presentation. Additionally, attention should be given to the mechanics of writing, including language, usage, grammar, spelling, and punctuation.

Good research possesses certain characteristics, which are as follows:

Empirical Basis
Logical Approach
Systematic Nature
Replicability
Validity and Verifiability
Theory and Principle Development

1. Empirical Basis: It implies that any conclusion drawn is grounded in hardcore evidence collected from real-life experiences and observations. This foundation provides external validity to research results.

2. Logical Approach: Good research is logical, guided by the rules of reasoning and analytical processes of induction (general to specific) and deduction (particular to the public). Logical reasoning is integral to making research feasible and meaningful in decision-making.

3. Systematic Nature: Good research is systematic, which adheres to a structured set of rules, following specific steps in a defined sequence. Systematic research encourages creative thinking while avoiding reliance on guesswork and intuition to reach conclusions.

4. Replicability: Scientific research designs, procedures, and results should be replicable. This ensures that anyone apart from the original researcher can assess their validity. Researchers can use or replicate results obtained by others, making the procedures and outcomes of the research both replicable and transmittable.

5. Validity and Verifiability: Good research involves precise observation and accurate description. The researcher selects reliable and valid instruments for data collection, employing statistical measures to portray results accurately. The conclusions drawn are correct and verifiable by both the researcher and others.

6. Theory and Principle Development: It contributes to formulating theories and principles, aiding accurate predictions about the variables under study. By making sound generalizations based on observed samples, researchers extend their findings beyond immediate situations, objects, or groups, formulating generalizations or theories about these factors.

1. What are the key characteristics of research report?

Research Report: Definition

The primary objective of a research report is to communicate the results of a research study to a wider audience, including other researchers, policymakers, and practitioners. Research reports play a crucial role in advancing knowledge and understanding in various fields of study. They provide a detailed and accurate account of the research process and outcomes, and they serve as a reference source for future research.

The structure of a research report typically follows a standard format. The introduction sets the context and background for the research and outlines the research questions or objectives. The literature review provides an overview of existing research on the topic and identifies gaps in the literature that the research aims to address. The methodology section describes the research design and methods used to collect and analyze data. The results section presents the findings of the study, often using tables, charts, and graphs. The discussion section interprets and contextualizes the findings and compares them to previous research. Finally, the conclusion summarizes the key findings and implications of the research, highlighting any limitations and recommendations for future research.

A research report can take various forms, depending on the field of study and the research question. For example, it may be a quantitative or qualitative report, a literature review report, or a case study report. A research report should be clear, concise, and objective regardless of the form.

Research reports are essential for various reasons. First, they provide a detailed and accurate account of the research process and outcomes, which can inform policy and practice in various settings. Second, research reports contribute to the development of knowledge and understanding in a particular field or discipline. They provide a reference source for other researchers in the field, and they can inspire new research questions and directions. Finally, research reports are a crucial component of academic and professional careers. They demonstrate research skills, expertise, and contributions to the field.

Tips for writing an excellent research report

Writing a research report can be a challenging task, but it is a crucial component of academic and professional research. An excellent research report should be clear, concise, and well-structured, with a focus on presenting accurate and objective findings. Here are some tips for writing an excellent research report:

Start with a clear research question: A good research report starts with a clear and focused research question. The question should be specific and relevant to the field of study, and it should guide the research design, methodology, and analysis.
Develop a strong methodology: The methodology section is the backbone of a research report. It should provide a clear and detailed description of the research design, sampling strategy, data collection and analysis procedures, and any ethical considerations.
Use clear and concise language: The language used in a research report should be clear, concise, and jargon-free. Avoid using complex sentences and technical terms that may be difficult for readers to understand.
Structure the report logically: A research report should be well-structured and follow a logical sequence of sections, such as an introduction, literature review, methods, results, discussion, and conclusion. Each section should be clearly labeled and should flow smoothly into the next.
Present data accurately and effectively: The results section should present data accurately and effectively, using tables, graphs, and charts where appropriate. The data should be clearly labeled and easy to read, and the analysis should be presented in a way that is easy to understand.
Provide a thorough discussion of findings: The discussion section should provide a thorough and critical analysis of the findings, comparing them to previous research and discussing their implications for the field. The discussion should also highlight any limitations of the study and suggest avenues for future research.
Follow the guidelines and formatting requirements: It is essential to follow the guidelines and formatting requirements provided by the journal or publisher for the research report. This includes formatting, referencing, and citation styles.

A research report is a vital tool in disseminating research results to academic, professional, and public audiences. It provides a detailed analysis of the research problem, research questions, methodology, findings, and conclusions. Research reports are crucial in advancing knowledge and understanding in various fields of study, informing policy and practice, and contributing to academic and professional careers.

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Section 1- Evidence-based practice (EBP)

Chapter 6: Components of a Research Report

Components of a research report.

Partido, B.B.

Elements of research report

Introduction	What is the issue?
Methods	What methods have been used to investigate the issue?
Results	What was found?
Discussion	What are the implications of the findings?

The research report contains four main areas:

Introduction – What is the issue? What is known? What is not known? What are you trying to find out? This sections ends with the purpose and specific aims of the study.
Methods – The recipe for the study. If someone wanted to perform the same study, what information would they need? How will you answer your research question? This part usually contains subheadings: Participants, Instruments, Procedures, Data Analysis,
Results – What was found? This is organized by specific aims and provides the results of the statistical analysis.
Discussion – How do the results fit in with the existing literature? What were the limitations and areas of future research?

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What Is a Research Report?

Understanding research reports, financial analyst research reports, research report impact, conflicts of interest.

Fundamental Analysis

What Is a Research Report? How They're Produced and Impact

James Chen, CMT is an expert trader, investment adviser, and global market strategist.

A research report is a document prepared by an analyst or strategist who is a part of the investment research team in a stock brokerage or investment bank . A research report may focus on a specific stock or industry sector, a currency, commodity or fixed-income instrument, or on a geographic region or country. Research reports generally, but not always, have actionable recommendations such as investment ideas that investors can act upon.

Research reports are produced by a variety of sources, ranging from market research firms to in-house departments at large organizations. When applied to the investment industry, the term usually refers to sell-side research, or investment research produced by brokerage houses.

Such research is disseminated to the institutional and retail clients of the brokerage that produces it. Research produced by the buy-side, which includes pension funds, mutual funds, and portfolio managers , is usually for internal use only and is not distributed to external parties.

Financial analysts may produce research reports for the purpose of supporting a particular recommendation, such as whether to buy or sell a particular security or whether a client should consider a particular financial product. For example, an analyst may create a report in regards to a new offering being proposed by a company. The report could include relevant metrics regarding the company itself, such as the number of years they have been in operation as well as the names of key stakeholders , along with statistics regarding the current state of the market in which the company participates. Information regarding overall profitability and the intended use of the funds can also be included.

Enthusiasts of the Efficient Market Hypothesis (EMH) might insist that the value of professional analysts' research reports is suspect and that investors likely place too much confidence in the conclusions such analysts make. While a definitive conclusion about this topic is difficult to make because comparisons are not exact, some research papers do exist which claim empirical evidence supporting the value of such reports.

One such paper studied the market for India-based investments and analysts who cover them. The paper was published in the March 2014 edition of the International Research Journal of Business and Management. Its authors concluded that analyst recommendations do have an impact and are beneficial to investors at least in short-term decisions.

While some analysts are functionally unaffiliated, others may be directly or indirectly affiliated with the companies for which they produce reports. Unaffiliated analysts traditionally perform independent research to determine an appropriate recommendation and may have a limited concern regarding the outcome.

Affiliated analysts may feel best served by ensuring any research reports portray clients in a favorable light. Additionally, if an analyst is also an investor in the company on which the report is based, he may have a personal incentive to avoid topics that may result in a lowered valuation of the securities in which he has invested.

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Types of Research Reports

What is a Research Report?

A research report is a concise document that summarizes the findings, methods, and conclusions of a research study or investigation. There are various types of research reports available for different purposes.

It typically includes details on the research question, methodology, data analysis, and results, providing a structured and informative account of the research process and outcomes.

Market Research
Experimental
Descriptive
Exploratory
Explanatory

Types of Research Report Writing

Limitations, key highlights.

A research report is a document that gives a quick overview of a research study.
Types of research reports offer a standardized format and structure, making it easier for readers to navigate and comprehend the information.
They are useful in fields like academia, business, healthcare, social sciences, and more.
Different types of report writing determine the report’s primary purpose, i.e., if it should be short, long, or for internal purposes, etc.

Different Types Of Research Reports

1. technical or scientific reports.

Technical and scientific reports communicate research findings to experts and professionals in a particular field.

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Characteristics:

These reports include technical jargon, detailed methodologies, and in-depth analysis.
They often have a standardized format for peer review.

2. Popular Reports

Popular reports are designed for a general audience and aim to inform, educate, or entertain on a wide range of topics.

Includes clear and jargon-free language
Uses storytelling, visuals, and anecdotes to engage readers
Prioritizes readability over deep analysis.

3. Survey Reports

Survey reports include data collected through surveys and focus on presenting insights and opinions on specific issues or questions.

Contains information on survey methodology, including sample size and data collection methods.
Presents statistical summaries like percentages and charts.

4. Market Research Reports

Market research reports provide insights into consumer behavior, market trends, and industry analysis.

Includes market surveys, competitor analysis, and consumer demographics.
Helps businesses in making strategic decisions.

5. Case Study Reports

Case study reports focus on an in-depth examination of a single entity, often to explore complex, real-life situations.

Includes detailed descriptions of the case, data collection methods, and analysis.
Common in business and psychology fields.

6. Analytical Research Reports

Analytical research reports involve a deep analysis of data to uncover patterns, trends, or relationships.

Uses statistical tools and software to analyze data comprehensively
Common in fields like economics and social sciences.

7. Review or Literature Survey Reports

Literature review reports provide an overview of existing research on a specific topic, highlighting gaps and trends.

Synthesizes findings from various sources and provides a historical context
Often offers recommendations for future research.

8. Experimental Research Reports

Experimental research reports involve controlled experiments to test hypotheses and determine if the results support or reject the hypothesis.

Uses random sampling and control groups to minimize bias.
Includes detailed descriptions of the experiment, hypothesis, methods, and statistical analyses.

9. Descriptive Research Reports

Descriptive research reports aim to provide a comprehensive picture of a phenomenon, group, or situation. They seek to answer the “what” and “how” questions.

Typically, it relies on observations, surveys, and content analysis.
Focuses on describing and summarizing data.

10. Exploratory Research Reports

Exploratory research reports are conducted when there is little prior knowledge about a subject. They aim to identify key variables and research questions.

Involves open-ended interviews, focus groups, and literature reviews.
Findings are preliminary, serving as a basis for further research.

11. Explanatory Research Reports

Explanatory research reports seek to understand the relationships between variables and explain why certain phenomena occur.

Uses experimental designs, surveys, and statistical analyses.
Provides in-depth insights into the research problem.

12. Policy or White Papers

Policy or white papers aim to inform policymakers, stakeholders, and the public about specific issues and recommend actions.

Presents research findings in a concise and accessible manner
Often consists of policy recommendations.

Components of Research Reports

These are some common components you must know while writing different types of research reports.

1. Title Page:

Title of the Report
Institutional Affiliation

2. Abstract: Add a concise summary of the research, including the research question or objective, methodology, key findings, and implications. Typically, it should be no more than 150-250 words.

3. Table of Contents: Include a list of sections and subsections with page numbers.

4. List of Figures and Tables: If your research includes numerical data, add all the statistics and tables along with their corresponding page numbers. It is similar to a table of contents for quantitative data.

5. List of Abbreviations and Symbols: Include any abbreviations or symbols you have used in the report and their meanings.

6. Introduction:

Provide background information on the topic.
State the research question or objective.
Explain the significance and purpose of the study.
Provide an outline of the report’s structure.

7. Literature Review:

Review relevant literature and previous research on the topic.
Identify gaps in existing knowledge.
Explain how your study contributes to the field.

8. Methodology:

Describe the research methods and techniques that you used.
Explain the sampling methods, data collection, and data analysis procedures.
Discuss any ethical considerations.

9. Results:

Present the findings of your research.
Use tables, figures, charts, and graphs to illustrate key points.
Include descriptive and inferential statistics as needed.

10. Discussion:

Interpret the results and relate them to the research question.
Discuss the implications of your findings.
Compare your results to previous research.
Address any limitations of your study.

11. Conclusion:

Summarize the main findings and their significance.
Restate the research question and how it was addressed.
Suggest areas for future research.

12. References: Include a list of all the sources cited in your report in a standardized citation style (e.g., APA, MLA, Chicago).

Let us see an example of a research report.

Research Report: The Impact of Artificial Intelligence on the Labor Market

This research study explores the profound changes occurring in the labor market due to the increasing adoption of artificial intelligence (AI) technologies. The study examines the potential benefits and challenges AI poses for the workforce, job displacement, and the skills required in the future job market.

List of Figures and Tables

Introduction, literature review, methodology.

Figure 1: Trend in AI Adoption by Industry (Page 7)
Table 1: Summary of Job Displacement Data (Page 9)
Figure 2: Projected Growth of AI-Related Occupations (Page 11)

The introduction section provides an overview of the research topic. It explains the significance of studying the impact of AI on the labor market, outlines the research questions, and previews the structure of the report.

The literature review section reviews existing research on the effects of AI on employment and the labor market. It discusses the different perspectives on whether AI will create new jobs or lead to job displacement. It also explores the skills and education required for the future workforce.

This section explains the research methods used, such as data collection methods, sources, and analytical techniques. It outlines how data on AI adoption, job displacement, and future job projections were gathered and analyzed.

The results section presents the key findings of the study. It includes data on the extent of AI adoption across industries, job displacement rates, and projections for AI-related occupations.

The discussion section interprets the results in the context of the research questions. It analyzes the potential benefits and challenges AI poses for the labor market, discusses policy implications, and explores the role of education and training in preparing the workforce for the AI era.

In conclusion, this research highlights the transformative impact of artificial intelligence on the labor market. While AI brings opportunities for innovation and efficiency, it also presents challenges related to job displacement and workforce adaptation. Preparing for this evolving job landscape is crucial for individuals and policymakers.

Given below are various types of research reports writing that researchers and organizations use to present findings, progress, and other information.


	Outlines a plan for a project or research for approval or funding.	Research proposal submitted to study the impact of climate change on local ecosystems.
	Generated at regular intervals to provide project updates.	Weekly sales reports summarizing product sales figures.
	Detailed, structured reports often used in academic, scientific, or business settings.	Formal business report analyzing a company’s financial performance for the year.
	Less structured reports for quick internal communication.	Email summarizing key takeaways from a team meeting.
	Concise documents offering a brief overview of a specific topic.	A one-page summary of customer feedback from a product launch.
	Comprehensive reports with in-depth analysis and information.	100-page research report on the effects of a new drug on a medical condition.
	Focus on data analysis and provide insights or recommendations.	Market research report analyzing consumer behavior trends and recommending marketing strategies.
	Convey information without providing analysis or recommendations.	Report detailing the steps of a manufacturing process for new employees.
	Flow within the organizational hierarchy, moving up or down.	Report from a department manager to the company’s vice president on department performance.
	Sent between individuals or departments at the same organizational level.	Report from one project manager to another project manager in a different department.
	Created and distributed within an organization for internal purposes.	Internal audit report examining the company’s financial records for compliance.
	Prepared for external audiences, such as clients, investors, or regulators.	A publicly traded company publishes an annual report for shareholders and the general public.

Here is why the different types of research reports are important.

Research reports are a primary means of sharing new knowledge and insights with the academic and scientific community. They contribute to the growth of human understanding in various fields.
They provide a detailed and structured account of the research process, including methods, data, analysis, and conclusions. This documentation is crucial for transparency, replication, and future reference.
These reports hold researchers accountable for their work. They provide a transparent record of the study, allowing others to assess the validity and reliability of the research.
These often influence policy decisions, business strategies, and practical applications. For instance, medical research informs healthcare practices, while market research guides business decisions.

Listed below are some limitations of different types of research reports.

Research reports can be influenced by the researcher’s biases, preferences, or the funder’s interests. It’s essential to assess the methodology critically.
Findings in research reports may not always be directly applicable to other contexts or populations.
Certain research reports are not available to everyone due to several barriers, making it hard for people to access important information.
The process of conducting research, writing a report, and getting it published can be time-consuming.

Final Thoughts

Different types of research reports are important for sharing knowledge, making smart choices, and moving forward in different areas of study. It’s vital for both researchers and those who use research to grasp the different kinds of reports, what goes into them, and why they matter.

Frequently Asked Questions (FAQs)

Q1. Are research reports the same as research papers? Answer: Research reports and research papers share similarities but have distinct purposes and structures. Research papers are often more academic and can vary in structure, while research reports are typically more structured and cater to a broader audience.

Q2. How do I choose the right type of research report for my study? Answer: The choice of research report type depends on your research goals, audience, and the nature of your study. Consider whether you are conducting scientific research, market analysis, academic research, or policy analysis, and select the format that aligns with your objectives.

Q3. Can research reports be used as references in other research reports? Answer: Yes, research reports can be cited and used as references in other research reports as long as they are credible sources. Citing previous research reports adds depth and credibility to your work.

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Knowledge Base

Methodology

Research Methods | Definitions, Types, Examples

Research methods are specific procedures for collecting and analyzing data. Developing your research methods is an integral part of your research design . When planning your methods, there are two key decisions you will make.

First, decide how you will collect data . Your methods depend on what type of data you need to answer your research question :

Qualitative vs. quantitative : Will your data take the form of words or numbers?
Primary vs. secondary : Will you collect original data yourself, or will you use data that has already been collected by someone else?
Descriptive vs. experimental : Will you take measurements of something as it is, or will you perform an experiment?

Second, decide how you will analyze the data .

For quantitative data, you can use statistical analysis methods to test relationships between variables.
For qualitative data, you can use methods such as thematic analysis to interpret patterns and meanings in the data.

Methods for collecting data, examples of data collection methods, methods for analyzing data, examples of data analysis methods, other interesting articles, frequently asked questions about research methods.

Data is the information that you collect for the purposes of answering your research question . The type of data you need depends on the aims of your research.

Qualitative vs. quantitative data

Your choice of qualitative or quantitative data collection depends on the type of knowledge you want to develop.

For questions about ideas, experiences and meanings, or to study something that can’t be described numerically, collect qualitative data .

If you want to develop a more mechanistic understanding of a topic, or your research involves hypothesis testing , collect quantitative data .


Qualitative		to broader populations. .
Quantitative		.

You can also take a mixed methods approach , where you use both qualitative and quantitative research methods.

Primary vs. secondary research

Primary research is any original data that you collect yourself for the purposes of answering your research question (e.g. through surveys , observations and experiments ). Secondary research is data that has already been collected by other researchers (e.g. in a government census or previous scientific studies).

If you are exploring a novel research question, you’ll probably need to collect primary data . But if you want to synthesize existing knowledge, analyze historical trends, or identify patterns on a large scale, secondary data might be a better choice.


Primary	.	methods.
Secondary

Descriptive vs. experimental data

In descriptive research , you collect data about your study subject without intervening. The validity of your research will depend on your sampling method .

In experimental research , you systematically intervene in a process and measure the outcome. The validity of your research will depend on your experimental design .

To conduct an experiment, you need to be able to vary your independent variable , precisely measure your dependent variable, and control for confounding variables . If it’s practically and ethically possible, this method is the best choice for answering questions about cause and effect.


Descriptive		. .
Experimental

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Research methods for collecting data
Research method	Primary or secondary?	Qualitative or quantitative?	When to use
	Primary	Quantitative	To test cause-and-effect relationships.
	Primary	Quantitative	To understand general characteristics of a population.
Interview/focus group	Primary	Qualitative	To gain more in-depth understanding of a topic.
Observation	Primary	Either	To understand how something occurs in its natural setting.
	Secondary	Either	To situate your research in an existing body of work, or to evaluate trends within a research topic.
	Either	Either	To gain an in-depth understanding of a specific group or context, or when you don’t have the resources for a large study.

Your data analysis methods will depend on the type of data you collect and how you prepare it for analysis.

Data can often be analyzed both quantitatively and qualitatively. For example, survey responses could be analyzed qualitatively by studying the meanings of responses or quantitatively by studying the frequencies of responses.

Qualitative analysis methods

Qualitative analysis is used to understand words, ideas, and experiences. You can use it to interpret data that was collected:

From open-ended surveys and interviews , literature reviews , case studies , ethnographies , and other sources that use text rather than numbers.
Using non-probability sampling methods .

Qualitative analysis tends to be quite flexible and relies on the researcher’s judgement, so you have to reflect carefully on your choices and assumptions and be careful to avoid research bias .

Quantitative analysis methods

Quantitative analysis uses numbers and statistics to understand frequencies, averages and correlations (in descriptive studies) or cause-and-effect relationships (in experiments).

You can use quantitative analysis to interpret data that was collected either:

During an experiment .
Using probability sampling methods .

Because the data is collected and analyzed in a statistically valid way, the results of quantitative analysis can be easily standardized and shared among researchers.

Research methods for analyzing data
Research method	Qualitative or quantitative?	When to use
	Quantitative	To analyze data collected in a statistically valid manner (e.g. from experiments, surveys, and observations).
Meta-analysis	Quantitative	To statistically analyze the results of a large collection of studies. Can only be applied to studies that collected data in a statistically valid manner.
	Qualitative	To analyze data collected from interviews, , or textual sources. To understand general themes in the data and how they are communicated.
	Either	To analyze large volumes of textual or visual data collected from surveys, literature reviews, or other sources. Can be quantitative (i.e. frequencies of words) or qualitative (i.e. meanings of words).

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If you want to know more about statistics , methodology , or research bias , make sure to check out some of our other articles with explanations and examples.

Chi square test of independence
Statistical power
Descriptive statistics
Degrees of freedom
Pearson correlation
Null hypothesis
Double-blind study
Case-control study
Research ethics
Data collection
Hypothesis testing
Structured interviews

Research bias

Hawthorne effect
Unconscious bias
Recall bias
Halo effect
Self-serving bias
Information bias

Quantitative research deals with numbers and statistics, while qualitative research deals with words and meanings.

Quantitative methods allow you to systematically measure variables and test hypotheses . Qualitative methods allow you to explore concepts and experiences in more detail.

In mixed methods research , you use both qualitative and quantitative data collection and analysis methods to answer your research question .

A sample is a subset of individuals from a larger population . Sampling means selecting the group that you will actually collect data from in your research. For example, if you are researching the opinions of students in your university, you could survey a sample of 100 students.

In statistics, sampling allows you to test a hypothesis about the characteristics of a population.

The research methods you use depend on the type of data you need to answer your research question .

If you want to measure something or test a hypothesis , use quantitative methods . If you want to explore ideas, thoughts and meanings, use qualitative methods .
If you want to analyze a large amount of readily-available data, use secondary data. If you want data specific to your purposes with control over how it is generated, collect primary data.
If you want to establish cause-and-effect relationships between variables , use experimental methods. If you want to understand the characteristics of a research subject, use descriptive methods.

Methodology refers to the overarching strategy and rationale of your research project . It involves studying the methods used in your field and the theories or principles behind them, in order to develop an approach that matches your objectives.

Methods are the specific tools and procedures you use to collect and analyze data (for example, experiments, surveys , and statistical tests ).

In shorter scientific papers, where the aim is to report the findings of a specific study, you might simply describe what you did in a methods section .

In a longer or more complex research project, such as a thesis or dissertation , you will probably include a methodology section , where you explain your approach to answering the research questions and cite relevant sources to support your choice of methods.

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What is a Marketing Research Report and How to Write It?

To see what Databox can do for you, including how it helps you track and visualize your performance data in real-time, check out our home page. Click here .

There is nothing more embarrassing for a marketer than to hear a client say “…this doesn’t quite address the business questions that we need to answer.” And unfortunately, this is a rather common occurrence in market research reporting that most marketers would care to admit.

So, why do most market research reports fail to meet client expectations? Well, in most cases, because there is more emphasis on methodology and analytic techniques used to craft the report rather than relying on data visualization, creative story-telling, and outlining actionable direction/steps.

Now, our next big question is, how do you avoid your client’s dreaded deer-in-the-headlights reaction when presenting such a report? This blog post will answer this and much more, as we go through the following:

What Is a Market Research Report?

Why is market research important, differences between primary and secondary market research, types of market research, market research reports advantages and disadvantages, how to do market research, how to prepare a market research report: 5 steps, marketing research report templates, marketing research reports best practices, bring your market research reports a step further with databox.

marketing_overview_hubspot_ga_dashboard_databox

The purpose of creating a market research report is to make calculated decisions about business ideas. Market research is done to evaluate the feasibility of a new product or service, through research conducted with potential consumers. The information obtained from conducting market research is then documented in a formal report that should contain the following details:

The characteristics of your ideal customers
You customers buying habits
The value your product or service can bring to those customers
A list of your top competitors

Every business aims to provide the best possible product or service at the lowest cost possible. Simply said, market research is important because it helps you understand your customers and determine whether the product or service that you are about to launch is worth the effort.

Here is an example of a customer complaint that may result in more detailed market research:

Suppose you sell widgets, and you want your widget business to succeed over the long term. Over the years, you have developed many different ways of making widgets. But a couple of years ago, a customer complained that your widgets were made of a cheap kind of foam that fell apart after six months. You didn’t think at the time that this was a major problem, but now you know it.

The customer is someone you really want to keep. So, you decide to research this complaint. You set up a focus group of people who use widgets and ask them what they think about the specific problem. After the conducted survey you’ll get a better picture of customer opinions, so you can either decide to make the changes regarding widget design or just let it go.

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Marketing Performance KPIs . Tracking the number of MQLs, SQLs, New Contacts and similar will help you identify how your marketing efforts contribute to sales.
Email Performance . Measure the success of your email campaigns from HubSpot. Keep an eye on your most important email marketing metrics such as number of sent emails, number of opened emails, open rate, email click-through rate, and more.
Blog Posts and Landing Pages . How many people have viewed your blog recently? How well are your landing pages performing?

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Marketing research requires both primary and secondary market research. But what does that mean and what are the main differences?

Primary market research takes in information directly from customers, usually as participants in surveys. Usually, it is consisted of:

Exploratory Primary Research – This type of research helps to identify possible problem areas, and it’s not focused on discovering specific information about customers. As with any research, exploratory primary research should be conducted carefully. Researchers need to craft an interviewing or surveying plan, and gather enough respondents to ensure reasonable levels of statistical reliability.
Specific Primary Research – This type of research is one of the best ways to approach a problem because it relies on existing customer data. Specific research provides a deeper, more thorough understanding of the problem and its potential solutions. The greatest advantage of specific research is that it lets you explore a very specific question, and focus on a specific problem or an opportunity.

Secondary market research collects information from other sources such as databases, trend reports, market or government statistics, industry content, etc. We can divide secondary market research into 3 categories:

Public market data – Public sources range from academic journals and government reports to tax returns and court documents. These sources aren’t always easy to find. Many are available only in print in libraries and archives. You have to look beyond search engines like Google to find public source documents.
Commercial data – Those are typically created by specialized agencies like Pew, Gartner or Forrester. the research agencies are quite expensive, but they provide a lot of useful information.
Internal data – Your organization’s databases are gold mines for market research. In the best cases, your salespeople can tell you what they think about customers. Your salespeople are your direct sources of information about the market. Don’t underestimate your internal data.

In general, primary research is more reliable than secondary research, because researchers have to interview people directly. But primary research is expensive and time-consuming. Secondary research can be quicker and less expensive.

There are plenty of ways to conduct marketing research reports. Mostly, the type of research done will depend on your goals. Here are some types of market research often conducted by marketers.

Focus Groups

Product/service use research, observation-based research, buyer persona research, market segmentation research, pricing research, competitive analysis research, customer satisfaction and loyalty research, brand awareness research, campaign research.

An interview is an interactive process of asking and answering questions and observing your respondent’s responses. Interviews are one of the most commonly used tools in market research . An interview allows an organization to observe, in detail, how its consumers interact with its products and services. It also allows an organization to address specific questions.

A focus group is a group of people who get together to discuss a particular topic. A moderator leads the discussion and takes notes. The main benefit of focus groups is that they are quick and easy to conduct. You can gather a group of carefully-selected people, give them a product to try out, and get their feedback within a few hours/days.

Product or service use research helps you obtain useful information about your product or service such as:

What your current customers do with the product/service
Which features of the product/service are particularly important to your customers
What they dislike about the product/service
What they would change about the product/service

Observation-based research helps you to observe your target audience interacting with your product or service. You will see the interactions and which aspects work well and which could be improved. The main point is to directly experience the feedback from your target audience’s point of view.

Personas are an essential sales tool. By knowing your buyers’ pain points and the challenges they face, you can create better content, target messaging, and campaigns for them. Buyer persona research is based on market research, and it’s built around data that describes your customers’ demographics, behaviors, motivations, and concerns. Sales reporting software can significantly help you develop buyer personas when you gain insights after you collected all information.

Market segmentation research is carried out to better understand existing and potential market segments. The objective is to determine how to target different market segments and how they differ from each other. The three most important steps in writing a market segmentation research report are:

Defining the problem
Determining the solution [and]
Defining the market

Related : 9 Customer Segmentation Tips to Personalize Ecommerce Marketing and Drive More Sales

A price that is too high, or too low, can kill a business. And without good market research, you don’t really know what is a good price for your product. Pricing research helps you define your pricing strategy.

In a competitive analysis, you define your “competition” as any other entity that competes with you in your market, whether you’re selling a widget or a piece of real estate. With competitive analysis research, you can find out things like:

Who your competitors are
What they’ve done in the past
What’s working well for them
Their weaknesses
How they’re positioned in the market
How they market themselves
What they’re doing that you’re not

Related : How to Do an SEO Competitive Analysis: A Step-by-Step Guide

In today’s marketplace, companies are increasingly focused on customer loyalty. What your customers want is your product, but, more importantly, they want it delivered with a service that exceeds their expectations. Successful companies listen to their customers and respond accordingly. That’s why customer satisfaction and loyalty research is a critical component of that basic equation.

Related : 11 Tactics for Effectively Measuring Your Customer Service ROI

Who you are, what you stand for, what you offer, what you believe in, and what your audience thinks of you is all wrapped up in brand. Brand awareness research tells what your target audience knows about your brand and what’s their experience like.

A campaign research report is a detailed account of how your marketing campaign performed. It includes all the elements that went into creating the campaign: planning, implementation, and measurement.

Here are some of the top advantages and disadvantages of doing market research and crafting market research reports.

Identify business opportunities – A market research report can be used to analyze potential markets and new products. It can give information about customer needs, preferences, and attitudes. Also, it compare products and services.
A clear understanding of your customers – A market report gives company’s marketing department an in-depth picture about customers’ needs and wants. This knowledge can be used to improve products, prices, and advertising.
Mitigates risks – 30% of small businesses fail within the first two years. Why is this so? The answer is that entrepreneurs are risk takers. However, there are risks that could be avoided. A good marketing research will help you identify those risks and allow you to mitigate them.
Clear data-driven insights – Market research encompasses a wide range of activities, from determining market size and segment to forecasting demand, and from identifying competitors to monitoring pricing. All of these are quantified and measurable which means that gives you a clear path for building unique decisions based on numbers.

Disadvantages

It’s not cheap – Although market research can be done for as little as $500, large markets like the United States can run into millions of dollars. If a research is done for a specific product, the budget may be even much higher. The budget also depends on the quality of the research. The more expensive it is, the more time the research will take.
Some insights could be false – For example, if you are conducting a survey, data may be inadequate or inaccurate because respondents can, well, simply be dishonest and lie.

Here are the essential steps you need to take when doing market research:

Define your buyer persona

Identify a persona group to engage, prepare research questions for your market research participants, list your primary competitors, summarize your findings.

The job of a marketing persona is to describe your ideal customer and to tell you what they want, what motivates them, what frustrates them, and what limits them. Finding out these things means you have a better chance of designing your products, services, marketing messages, and brand around real customers. There is no one right way to create a buyer persona, though.

For example, if you’re in an industry focused on education, you could include things like:

Educational level
Education background

It’s recommended that you create 3-5 buyer personas for your products, based on your ideal customer.

This should be a representative sample of your target customers so you can better understand their behavior. You want to find people who fit both your target personas and who represent the broader demographic of your market. People who recently made a purchase or purposefully decided not to make one are a good sample to start with.

The questions you use determine the quality of your results. Of course, the quality of your results also depends on the quality of your participants.

Don’t ask questions that imply a yes or no answer. Instead, use open questions. For example, if you are researching customers about yogurt products, you could ask them: „ What have you heard about yogurt ?” or “ What do you think of yogurt ?“.

Avoid questions that use numbers, such as “ How many times a week do you eat yogurt ?”

Avoid questions that suggest a set of mutually exclusive answers, such as “ Do you like yogurt for breakfast, lunch, or dinner ?”

Avoid questions that imply a scale, such as “ Do you like chocolate-flavored yogurt ?”

Market researchers sometimes call one company the top competitor, another middle competitor, and the third one small competitor. However you classify them, you want to identify at least three companies in each category. Now, for each business on your list, list its key characteristics. For example, if your business sells running shoes, a key characteristic might be the product’s quality.

Next, make a list of your small business’s competitive advantages. These include the unique qualities or features of your business that make it the best choice of customers for the products or services it offers. Make a list of these competitive advantages and list them next to the key characteristics you listed for your business.

You have just finished writing your marketing research report. Everything is out there quantified or qualified. You just have to sum it up and focus on the most important details that are going to make a big impact on your decisions. Clear summary leads to a winning strategy!

Related : How to Prepare a Complete Marketing Report: The KPIs, Analysis, & Action Plan You Need

Here’s how to prepare a market research report in 5 simple steps:

Step 1: Cluster the data

Step 2: prepare an outline, step 3: mention the research methods, step 4: include visuals with narrative explanations, step 5: conclude the report with recommendations.

Your first step is to cluster all the available information into a manageable set. Clustering is the process of grouping information together in a way that emphasizes commonalities and minimizes differences. So, in market research, this will help to organize all the information you have about a product, service, or target market and identify your focus areas.

A marketing research report should be written so that other people can understand it:

Include background information at the beginning to explain who your audience is and what problem you are trying to solve for them.
In the body of the report, include a description of the methodology – Explain to the reader how your research was done, what was involved, and why you selected the methodology you used.
Also in the body of the report, include the results of your market research. These may be quantitative or qualitative, but either way they should answer the questions you posed at the beginning.
Include the executive summary – A summary of the entire report.

The market research methodology section includes details on the type of research, sample size, any limitations of the studies, research design, sample selection, data collection procedures, and statistical analyses used.

Visuals are an essential part of the presentation. Even the best-written text can be difficult to understand. Charts and graphs are easier to understand than text alone, and they help the reader see how the numbers fit the bigger picture.

But visuals are not the whole story. They are only one part of the presentation. Visuals are a cue for the reader. The narrative gives the story, not just the numbers.

Recommendations tend to follow logically from conclusions and are a response to a certain problem. The recommendation should always be relevant to the research rationale, that is, the recommendation should be based on the results of the research reported in the body of the report.

Now, let’s take a look at some dashboard reporting templates you could use to enhance your market research:

Semrush (Position Tracking) Report

Brand Awareness Report

Sales pipeline performance report, customer success overview report, stripe (mrr & churn) report, semrush (position tracking) report template.

This free SEMRush dashboard template will help you monitor how your website’s search visibility on search engines evolves on a monthly basis. This dashboard contains all of the information you need to make changes and improve the ranking results of your business in Google Search.

This Brand Awareness Report will help you to get a sense of your brand awareness performance in Google Analytics, Google Organic Search, and Facebook. Use this dashboard to track brand awareness the same way you track other marketing campaigns.

Are your sales and marketing funnel healthy and growing? How is your sales and marketing funnel performing? What are the key conversion rates between your lifecycle stages? With a pipeline performance dashboard , you’ll get all of the answers quickly.

This Customer Success Overview Dashboard allows you to analyze how your customer service team’s responsiveness impacts your business. Use this dashboard to assess the correlation between your customer service performance and churn rate.

Customer Success Overview Report Template

This Stripe dashboard tracks your churn rate and MRR growth in real-time and shows you which customers (and how many of them) you have at any given point in time. All you have to do to get started is to connect your Stripe account.

As we said earlier, there are no strict rules when it comes to writing marketing research reports. On the other hand, you must find your focus if you want to write a report that will make a difference. Here are some best practices you should keep in mind when writing a research report.

Objectives – The objective of a market research report is to define the problems, identify key issues, and suggest recommendations for further research. If you answer them successfully, you’re on the right way.
Don’t worry about the format – Be creative. The report could be in a form of a PowerPoint presentation, Excel sheet, interactive dashboard or even a video. Use the format that best fits your audience, but make sure to make it easy to read.
Include an executive summary, scorecard , or a dashboard – This is really important because time is money, and most people don’t have time to waste. So, how to put everything important in a short role? Address all of the objectives and put them in a graphic dashboard or scorecard. Also, you can write an executive summary template (heart of the report) that can be easily updated and read by managers or CEOs.
Use storytelling – A good story always makes a great point because it’s so memorable. Your research report results can double the effect with a catchy story.
Keep it short – It’s not a secret that we are reading so little in the digital era. Use a lot of white space and bullet points. Too much text on a page means less focus for the reader.
Be organized – Maintain the order of information. It’s important for the reader to navigate through the report easily. If they want to find some details or specific information it would be great to divide all sections with appropriate references.
Methodological information – Methodological details could be boring. Include only the most important details that the reader needs to know to understand the big picture.
Use images (or other visualizations) whenever you can – A good picture speaks for 1.000 words! If you can communicate the point visually, don’t hesitate to do it. It would be a lot easier for those who don’t like a lot of text to understand your results. But don’t push them where you can’t.
Create readable graphs – The crown of marketing research reports is a comprehensive graph. Make sure to design precise and attractive graphs that will power up and round your story.
Use the Appendix – You can include all secondary information such as methodological details and other miscellaneous data in the Appendix at the end of the report.

Market research reports are all about presenting your data in an easy-to-understand way and making calculated decisions about business ideas. But this is something easier said than done.

When busy stakeholders and executives grab a report, they need something that will give them an idea of the results – the big picture that addresses company wide-business goals.

Can a PowerPoint presentation or a PDF report meet those expectations? Most likely not. But a dashboard can.

Keep in mind that even with the best market analysis in the world, your market research report won’t be actionable if you don’t present the data efficiently and in a way that everyone understands what the next steps are. Databox is your key ally in the matter.

Databox dashboards are designed to help you present your market research data with clarity – from identifying what is influencing your business, and understanding where your brand is situated in the market, to gauging the temperature of your niche or industry before a new product/service launch.

Present your research results with efficient, interactive dashboards now by signing up for a free trial .

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Research Misconduct

Learn what research misconduct is, how allegations are handled, and find resources to address misconduct.

NIH aims to enable scientific discovery while assuring honesty, transparency, integrity, fair merit-based competition, and protection of intellectual capital and proprietary information. As the largest public funder of biomedical research, NIH sets the standard for innovation and scientific discovery. We promote the highest levels of scientific integrity and public accountability in the conduct of science.

The scientific research enterprise is built on a deep foundation of trust and shared values. As the National Academies wrote in their 2019 On Being a Scientist report, "this trust will endure only if the scientific community devotes itself to exemplifying and transmitting the values associated with ethical scientific conduct" Falsifying, fabricating, or plagiarizing data—all forms of research misconduct—are contrary to these values and ethical conduct.

What is Research Integrity?

Failing to uphold research integrity undermines the public’s confidence and trust in the outcomes of NIH supported research. Research integrity includes:

the use of honest and verifiable methods in proposing, performing, and evaluating research
reporting research results with particular attention to adherence to rules, regulations, and guidelines
following commonly accepted professional codes or norms

Shared values in scientific research

Honesty: convey information truthfully and honoring commitments
Accuracy: report findings precisely and take care to avoid errors
Efficiency: use resources wisely and avoid waste
Objectivity: let the facts speak for themselves and avoid bias

How does research integrity affect you?

Researchers rely on trustworthy results of other researchers to make scientific progress.
Researchers rely on public support, whether through public investments or their voluntary participation in research, to further science.
The public relies on scientific progress to better the lives of everyone.
The public could actually be harmed by researchers who are dishonest and act without regards to integrity

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This page last updated on: July 15, 2024

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Understanding Women’s Sexual Desire and Arousal

A small investment in learning about women's needs can yield great rewards..

Posted July 15, 2024 | Reviewed by Monica Vilhauer

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Research shows that women differ from men in how they experience arousal and orgasm—and that's just fine!
Women have a range of sexual arousal patterns and nearly all lead to satisfaction, if shame is not involved.
Being a thoughtful lover requires learning about yourself and then openly sharing that with your partner.
Couples who take longer in lovemaking learn more about one another and create more passion and eroticism.

For most of history, women have been told how to behave, how to dress, how to think (or not think), and what they could do professionally and at home. Women have also been told how to act during sex and how to enjoy or tolerate sex.

What sex researchers and health advocates have promoted is that women need to openly talk about their differing needs and arousal patterns. In fact, recent research indicates that not only do women differ from men in how they experience arousal and orgasm , but women also differ from other women, and that’s just fine. [i]

One thing that researching women’s sexual health has taught me is that women experience sex across a wide range of possibilities. I, in no way, speak for all women. I am simply aware of some general trends in my research and others’ research. So, with the understanding that women have a wide range of experience let’s talk about a few overarching realities of women’s sexual experience.

Women are not men (hallelujah!)

We don’t want to be and should not be prodded to be like men. Women do not evaluate sex in the same way that men do, and this needs to be acknowledged and valued. Nearly every study that ever was shows that men’s sexual desire for penetrative sex is significantly higher than women’s. [ii] That’s not a fact we need to debate. However, sexual desire for penetrative sex is not the only marker of sexual desire. The sexual desire to feel desired, cuddle, feel emotionally connected, and feel arousal for arousal’s sake are also markers that need to be evaluated and valued. Women’s desire in those categories are generally higher than men’s. Both need attention . Research has shown that men and women have a range of sexual arousal patterns and, despite the differing patterns, nearly all lead to satisfaction if shame is not involved. [iii]

Orgasm is not the main marker of success

There is the occasional nod in movies that a great lover takes time to make sure their wife or partner experiences pleasure. However, women’s sexual needs go far beyond whether they orgasm. Societal pressure for women to be like men also contributes to the problem. Some women feel pressure to have the same level of orgasm consistency as their partner or to experience arousal at the same pace as their partner. Unfortunately, this even leads to women faking orgasms to shorten an unrewarding sexual experience or avoid making their partner feel like an inadequate lover.

One of the main problems is that society has only valued sexual desire that results in intercourse or oral sex AND culminates in orgasm. Women often experience sexual desire but want to connect emotionally in an environment of comfort, safety, and vulnerability. They may want to sit in arousal and not drive toward orgasm. They may want to orgasm many times. The point is, women have a wide range of what satisfies them, and good lovers will take the time to talk about this and enthusiastically find ways that meet both partners’ needs. Do women want to orgasm—YES! But most women are still highly satisfied if they orgasm most of the time and not necessarily every time. [iv]

The pace of sex is typically too fast

Women need to experience an increase of oxytocin to feel heightened arousal and orgasm. Too often the sexual experience is hurried and not as emotionally connected as women need. Talking about emotions and creating an environment of safety and vulnerability are essential for women’s bodies to be able to move through the process of arousal. Heightened oxytocin (sometimes called the cuddle hormone ) is necessary for women’s body to respond to arousal cues and reach an orgasm threshold. Being a good lover often means taking time to emotionally connect first and create a comfortable, warm, emotional environment and taking longer during foreplay and the sexual activity. [v] Jumping into touching genitals right away is off-putting for most women.

Some helpful hints:

Women on average need between 20-60 minutes of foreplay to feel they have adequate arousal. If your experiences are consistently shorter than this, speak up and have a conversation about the pace of sex. [vi]
Try being more mindful during sex. Describe to yourself or your partner what details you notice during the sexual experience. What feels particularly pleasant? How does it feel to touch, smell, hold your partner in silence, or think of the path that brought you both together.
Let go of the goal of orgasm and instead focus on how each moment feels. Couples who are more present-focused in sex report enjoying sex more and experience more consistent orgasm frequency. [vii]

Being a thoughtful lover requires that you first learn about yourself and then openly share that with your partner to create a sense of curiosity and healthy risk-taking . Slow down the process to be aware of more detail. Generally, couples who take longer in their lovemaking learn more about one another and create more passion and eroticism.

[i] Leavitt, C. E., Lefkowitz, E. S., & Waterman, E. A. (2019). The role of sexual mindfulness in sexual wellbeing, Relational wellbeing, and self-esteem. Journal of Sex & Marital Therapy , 45 (6), 497-509.

[ii] Baumeister, R. F., Catanese, K. R., & Vohs, K. D. (2001). Is there a gender difference in strength of sex drive? Theoretical views, conceptual distinctions, and a review of relevant evidence. Personality and Social Psychology Review , 5 (3), 242-273.

[iii] Leavitt, C. E., Leonhardt, N. D., & Busby, D. M. (2019). Different ways to get there: Evidence of a variable female sexual response cycle. The Journal of Sex Research .

[iv] Leavitt, C. E., Leonhardt, N. D., Busby, D. M., & Clarke, R. W. (2021). When is enough enough? Orgasm’s curvilinear association with relational and sexual satisfaction. The Journal of Sexual Medicine , 18 (1), 167-178.

[v] Weiss, P., & Brody, S. (2009). ORIGINAL RESEARCH–PSYCHOLOGY: Women's Partnered Orgasm Consistency Is Associated with Greater Duration of Penile–Vaginal Intercourse but Not of Foreplay. The Journal of Sexual Medicine , 6 (1), 135-141.

[vi] Leavitt, C. E., Leonhardt, N. D., & Busby, D. M. (2019). Different ways to get there: Evidence of a variable female sexual response cycle. The Journal of Sex Research .

[vii] Leavitt, C. E., Maurer, T. F., Clyde, T. L., Clarke, R. W., Busby, D. M., Yorgason, J. B., ... & James, S. (2021). Linking sexual mindfulness to mixed-sex couples’ relational flourishing, sexual harmony, and orgasm. Archives of Sexual Behavior , 50 (6), 2589-2602.

Chelom E. Leavitt, J.D., Ph.D., is an assistant professor in the School of Family Life at Brigham Young University.

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Sticking up for yourself is no easy task. But there are concrete skills you can use to hone your assertiveness and advocate for yourself.

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Step 1: Figure out your goals
Step 2: Determine your budget
Step 3: Get acquainted with various stocks and funds

Step 4: Define your investing strategy

Step 5: Choose your investing account
Step 6: Manage your portfolio
Best stocks for beginners

Should you invest in stocks?

Frequently asked questions (faq), how interest rates affect the stock market, how to invest in stocks: a step-by-step guide for beginners.

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our opinions are our own. See how we rate investing products to write unbiased product reviews.

You can start investing in stocks through a brokerage account or by using a robo-advisor.
But you should establish goals, review your financial situation, and determine your risk tolerance first.
Rebalancing your portfolio periodically will help you keep your investments in good shape.

Looking to maximize your money and beat the cost of inflation ? You want to invest in the stock market to get higher returns than your average savings account. But learning how to invest in stocks can be daunting for someone just getting started.

When you invest in stocks , you're purchasing a share of a company. They're basically a slice of ownership in a company that can yield returns if it's successful. There are various ways to invest and leverage your money. But there's a lot to know before you get started investing in stocks.

Investing for Beginners

Step 1: Figure out your goals

It's important to know what your fundamental goals are and why you want to start investing in the first place. Knowing this will help you to set clear goals to work toward. This is a crucial first step to take when you're looking to create an investing strategy later on.

If you're unsure of your goals, first review your financial situation, such as how much debt you have, your after-tax income, and your expected retirement goal date. Knowing when you plan to retire can let you know your overall time horizon — or how much time you plan to hold onto your investments to reach your financial goal.

Based on that information, you can start figuring out your investing goals. Do you want to invest for the short or long term? Are you saving for a down payment on a house? Or are you trying to build your nest egg for retirement? All of these situations will affect how much — and how aggressively — to invest.

Finally, investing, like life, is inherently risky And you can lose money as easily as you can earn it. For your financial and mental well-being, you want to consider your appetite for risk. This is typically referred to as "risk tolerance" or how much risk you can reasonably take on given your financial situation and feelings about risk.

Step 2: Determine your budget

Once you've got some solid goals set, it's time to review your budget. Here are some things to consider:

Your current after-tax income. Many people look at their pre-tax income, but you want to know how much money you're working with after taxes which can help you create a realistic budget.
Your expenses. How much are your monthly expenses? How much do you have left over each month? Is it possible to reduce or cut some expenses?
Overall debt. How much debt do you have? List out your monthly payments and compare that against what you're making.
Net worth. Your net worth is your total assets minus your liabilities. This number can give you an idea of where you're at financially and will allow you to get a "big-picture" snapshot of your financial health.
Financial goals. As we mentioned before, knowing your goals is important as it gives your money a purpose.
Risk tolerance. How much risk do you feel comfortable taking on? Calculating this will give you a clearer idea of what you can afford to lose.
Time horizon . How much time do you have before you want to reach your investing goals? This is key to mapping out your finances to ensure you're keeping pace with when and how to invest without disrupting your budget or other goals not related to trading securities.

All of these are key ingredients that can help you determine your budget.

One last thing to consider: when you expect to retire. For example, if you have 30 years to save for retirement, you can use a retirement calculator to assess how much you might need and how much you should save each month. When setting a budget, make sure you can afford it and that it is helping you reach your goals.

Step 3: Get acquainted with various stocks and funds

Now it's time to start doing research on what to invest in. There are different ways to invest in the stock market and there's a lot to know so doing your research is well worth your time. As a regular person who is investing (not a professional trader, accredited trader, or institution), you're what's called a "retail investor."

Stocks are a good option to consider if you want to invest in specific companies. Just keep in mind that you should look into the company itself and how it's performing over time:

Stocks — A stock is a security that gives stockholders the opportunity to buy a fractional share of ownership in a particular company. There are many different types of stocks to choose from, such as blue-chip stocks, growth stocks, and penny stocks , so make sure you understand your options, what they offer, and what matches with your budget and investing goals.

"If you're going to pick a stock, look at the [company's] financial statements and select the stock based on the "bucket" you're trying to fill in your portfolio. For example, are you looking for a dividend stock? Look at the dividend history. Are you looking for a growth stock? Look at the earnings per share : Is it showing consistent growth? [Consider] how these indicators measure against [its] peer group," says Amy Irvine, a CFP® professional at Rooted Planning Group.

So you want to take steps to look at your income and expense balance sheets and make sure you're hitting the right bucket — which refers to the grouping of related assets or categories — for your investing needs. For example, investing in small-cap, mid-cap, or large-cap stocks, are a way to invest in different-sized companies with varying market capitalizations and degrees of risk.

If you're looking to go the DIY route or want the option to have your securities professionally managed, you can consider ETFs, mutual funds, or index funds:

Exchange-traded funds (ETFs) — ETFs are a type of exchange-traded investment product that must register with the SEC and allows investors to pool money and invest in stocks, bonds, or assets that are traded on the US stock exchange . There are two types of ETFs: Index-based ETFs and actively managed ETFs. Index-based ETFs track a particular securities index like the S&P 500 and invest in those securities contained within that index. Actively managed ETFs aren't based on an index and instead aim to achieve an investment objective by investing in a portfolio of securities that will meet that goal and are managed by an advisor.
Mutual funds — this investment vehicle also allows investors to pool their money to invest in various assets, and are similar to some ETFs in that way. However, mutual funds are always actively managed by a fund manager. Most mutual funds fall into one of four main categories: bond funds, money market funds, stock funds, and target-date funds.
Index funds — this type of investment vehicle is a mutual fund that's designed to track a particular index such as the S&P 500. Index funds invest in stocks or bonds of various companies that are listed on a particular index.

You want to get familiar with the various types of investing vehicles and understand the risks and rewards of each type of security. For example, stocks can be lucrative but also very risky. As we mentioned before, mutual funds are actively managed, whereas index-based ETFs and index funds are passively managed.

This is important to keep in mind because your costs and responsibilities vary depending on an active versus passive approach. Mutual funds are professionally managed and may have higher fees. With ETFs and index funds, you can purchase them yourself and may have lower fees. Having a diverse portfolio can help you prepare for the risk and not have all of your eggs in one basket.

"You can choose to invest in individual stocks, a stock mutual fund, or an ETF. ETFs are somewhat similar to mutual funds in that they invest in many stocks, but trade more similarly to an individual stock," explains Kenny Senour, CFP® professional at Millennial Wealth Management. "For example, let's say you open a brokerage account with $1,000. You can use that money to purchase a certain number of shares in ABC Company, the underlying price of which fluctuates while the stock market is open. Or you could choose to invest it in a stock mutual fund, which invests in many different stocks and is priced at the close of each market at the end of the day."

The main things to consider when defining your investment strategy are your time horizon, your financial goals, risk tolerance, tax bracket, and your time constraints. Based on this information, there are two main approaches to investing.

Passive investing — an investing strategy that takes a buy-and-hold approach, passive investing is a way to DIY your investments for maximum efficiency over time. In other words, you can do it yourself instead of working with a professional. A buy-and-hold strategy focuses on buying investments and holding on to them as long as possible. Instead of trying to "time" the market, you focus on "time in the market."
Active investing — an active approach to investing that requires buying and selling, based on market conditions. You can do this yourself or have a professional manager managing your investments. Active investing takes the opposite approach, hoping to maximize gains by buying and selling more frequently and at specific times.

Step 5: Choose your investing account

After choosing your investment strategy, you want to choose an investing account that can help you get started. Decide if you want to do it yourself or get a professional to help out.

If you want to be a passive investor and DIY, you can look into:

Robo-advisors like Betterment or Wealthfront, which uses algorithms to invest for you
Open a brokerage account with Vanguard, Fidelity, or similar

If you want to get started with active investing, you can use:

Use Vanguard actively managed funds
Use Fidelity actively managed funds
Trade using Public

When considering active versus passive investing and if you should DIY it or get a professional, you want to consider several factors. Look at total fees, the time commitment involved and any account minimums as well.

The easiest way for many people to get started with investing is to utilize their employer-sponsored 401(k). Talk to your employer about getting started and see if they'll match part of your contributions.

The key is to choose an investment account that fits with your budget and investment strategy, open an account, and then submit an initial deposit. Just know that when you submit money, it's in a cash settlement account and not yet actively invested (I made this mistake when I first started investing!)

Step 6: Manage your portfolio

Now it's time to start managing your portfolio. So that means buying stocks, ETFs, or index funds with their appropriate codes from your account. That is when your money is actually invested.

But it doesn't stop there — you also want to continue to add to your portfolio so consider setting up auto-deposits each month. You can also re-invest any earnings or dividends to help build growth over time.

Diversify your portfolio by investing in different types of investment vehicles and industries. A buy-and-hold approach is typically better for beginner investors. It can be tempting to try out day trading, but that can be very risky.

Lastly, you'll want to rebalance your portfolio at least once a year. As your portfolio grows and dips, your asset allocation — or how much you've invested in stocks, bonds, and cash — will have shifted. Rebalancing is basically resetting that to the proportion you want.

"Rebalancing is the practice of periodically selling and buying investments in your underlying portfolio to make sure certain target weights are stable over time. For example, let's say you are an aggressive investor with 90% of your portfolio in stocks and 10% of your portfolio in bonds. Over time, as stocks and bonds perform differently, those weights will drift," explains Senour.

"Without periodic rebalancing, your portfolio could become 95% stocks and 5% bonds which may not be in line with your intended financial goals for the account. There's no "perfect" time frame for rebalancing as some financial professionals suggest doing so every quarter, but conventional wisdom says at a minimum rebalancing at least once per year can make sense."

Continuing to invest money and rebalance your portfolio periodically will help you keep your investments in good shape.

Stocks for beginners

Choosing stocks can be overwhelming for beginners — but you don't have to just invest in individual stocks. It can be less risky (and good for diversifying your portfolio) to invest in funds.

You may choose to invest in an index fund, which is a group of assets that tracks an index such as the S&P 500 or the Dow Jones Industrial Average.

Investing in individual stocks can be useful. However, you should thoroughly research the company before doing so. And as a beginner, you'll probably want to seek advice from an expert like a financial advisor .

Learning how to invest in stocks can be overwhelming, especially if you're just getting started. Figuring out your goals and determining a budget are the first steps to take.

After that, get acquainted with various investment vehicles and choose the right ones for your financial goals and risk tolerance.

The key is to get started and be consistent. The best investment strategy is the one you'll stick with. Just be aware all investing comes with risk and do your research on any related fees.

What are the main types of investments?

Investments come in many forms. If you want to start investing, understanding the main types of investments is helpful.

You may hear the breakdown of investment types as asset classes. Here's a look at some of the most common types of investments.

Stocks : A stock is an investment that indicates fractional ownership in a company. When you buy stocks, you have an opportunity to grow your investment if the value of a company's stock increases. Additionally, some stocks pay dividends to their investors.
Bonds : A bond represents a loan to a particular entity with set repayment terms. When you buy a bond, the entity agrees to repay you with interest. Both companies and governments can issue bonds.
Commodities : Commodities are tangible assets, like natural resources, that are publicly traded. Generally, commodities are considered high-risk due to heightened volatility.
Mutual funds : A mutual fund represents a portfolio of investments that uses money from many investors to purchase a selection of securities. Mutual funds are commonly actively managed with the goal of outperforming the market.
ETFs : An exchange-traded fund (ETF) represents a selection of securities. You can invest in index-based ETFs or actively managed ETFs. But many ETFs are index-based that track a particular index, like the S&P 500.
Real estate : Real estate investing is a broad option that covers investments based on physical property. You can buy individual properties to rent out or shares in a real estate investment trust ( REIT ).

How to invest for inflation

Over time, inflation can erode the purchasing power of your dollar, and also chip away at your investment returns. But with some foresight and planning, it's possible to protect your money. The solution is investing for inflation — choosing investments that will give you a return greater than the current rate of inflation — or at least keep up with it.

Several asset classes in particular lend themselves to inflation-oriented investing.

Appreciation-oriented assets: Go for investments that offer growth, or appreciation — not simply income. Company stock is a prime example.
Real assets: Inflation devalues nominal assets, like CDs and traditional bonds, because they're priced based on the fixed interest they pay, which will lose value when inflation is increasing. In contrast, real assets are tangible things with fundamental value. So their worth floats up together with inflation.
Variable interest-rate assets: If something pays a fixed rate, you'll lose money in an inflationary environment. Assets with fluctuating interest rates give your money more of a fighting chance, as they'll also rise with inflation.

Growth stocks vs value stocks

Growth stocks are shares of companies that are expected to experience high growth rates in both their revenue and returns to investors. Growth stocks are those that investors believe will have higher-than-average returns in the short term, while value stocks are those that investors feel are overlooked by the market at large. They are more volatile than value stocks, but they also have the potential to generate higher returns.

Value stocks, on the other hand, are shares of companies that trade at a lower price relative to the company's financial performance. They are measured and defined by their financial performance, such as sales, earnings, and select financial ratios.

Another way of looking at the difference between the two: Growth stocks would be the expensive designer jacket, value stocks would be the jacket at the thrift store.

The Fed meets eight times per year to discuss the federal funds rate, and investors tend to react to what occurs once the notes of the meeting have been released. During these meetings, the Fed uses economic data like the Consumer Price Index (CPI), the unemployment rate, and more to determine what the Fed Funds rate should be.

The stock market reacts to the changes in the interest rates because it generally signals whether or not the economy is strong. It could also have an impact on a company's cost to doing business, thus changing how investors may value a company. This is because of the impact that interest rates have on the stock market.

Here are the ways interest rates affect the stock market:

1. When rates rise, stocks tend to fall — when rates fall, stocks rise

"When interest rates are low, companies can assume debt at a low cost, which they may use to add team members or expand into new ventures," says Harrison. "When rates rise, it's harder for companies to borrow and more costly to manage what debt they already have, which impacts their ability to grow," he adds. These higher costs may result in lower revenues, thus negatively impacting the value of the company.

Also keep in mind that as rates fall on savings accounts and certificates of deposit, investors generally seek out higher paying investments like stocks and are generally seen as a catalyst for growth in the market; in a rising rate environment investors tend to shift away from stock to places with less risk and safer returns.

2. The rates impacts bonds

Most traditional bonds pay a fixed interest rate through maturity. For example, if you own a 10 year bond paying 3% per year, the 3% annual payment will not fluctuate. However, if interest rates are cut during the life of the bond, the value of the bond rises. This is because as new bonds are issued, it is unlikely that they will be as attractive financially. The opposite is true in a rising rate environment.

3. Investor expectations can cause volatility

In some cases, how investors feel about the prospects of an interest rate hike or cut can cause the market to swing. Due to announcements by the Fed and other economic data, investors may anticipate a threat of rising rates and begin selling causing short term volatility. This was the case at various points in 2018 and 2021. Investors can do the same and expect a drop in interest rates. In either case, the market can react simply to these expectations of a change in rates without the Fed actually making a move.

Stock trading vs investing

Trading and investing are two different ways of approaching the stock market. With trading, you're hoping to earn quick returns based on short-term fluctuations in the market. Long-term investors, in contrast, tend to build diversified portfolios of assets and stay in them through the ups and downs of the market.

Trading can be a thrilling way to earn quick cash. However, like with gambling, it can also quickly lead to big losses. Investing usually means smaller short-term wins, but also fewer severe losses.

If you're comfortable with the risks, trading with a portion of your money can be enjoyable and could lead to profits. If reducing risk and exposure to volatility are your main goals, you'll want to stick with long-term investing. But if you're saving for a financial goal you hope to reach by a specific time, a slow-and-steady investing approach is usually best.

The first step is choosing a brokerage account. It may be important to you to use a large, widely recognized company like Charles Schwab or Vanguard. Or you might prefer a robo-advisor, like Wealthfront or Betterment. You'll also want to look at which types of assets you can invest in with a brokerage, and how much each of your top options charges in fees.

Once you've chosen your brokerage, you should be able to apply online. Open the account, deposit money into it, then invest that money in stocks or other assets.

Investing as a beginner can be safe if you do your due diligence. Funds, rather than individual stocks, tend to be safer investments. You can also use a robo-advisor or in-person advisor for a fee to help you decide how to invest. It's important to look at the best financial advisors to ensure you're making wise decisions with your investments.

Yes, it can be worth it. More and more brokerages are starting to offer fractional shares. Let's say a share of a stock costs $100, but you only have $20. With a fractional share, you can buy $20 worth of that share.

Investing in the stock market always comes with risks — it's possible to lose any money you put in. But there's also a chance that your money will grow. If you invest a small amount now, that amount might not be so tiny later.

Investing is the process of putting your money to work for you. Investors buy an asset with the hopes of making money from it either from increases in the price or through regular interest or other income. While investing comes with risks, it offers an opportunity to grow your funds.

Investors purchase an asset with the hopes that it will appreciate in value or generate income. Appreciation happens when an asset, like a share of stock, grows in value over time. Many investors purchase assets with the goal of creating an income stream, like a property to producing rental income or securities that make regular payments to the holders. Investors interested in income generation might be drawn to stocks that pay dividends or fixed-income assets like bonds that make regular interest payments.

Also known as ordinary stock, common stock is a type of investment asset or security. Each share of stock represents a tiny portion of ownership of a company. Although you can own shares in any sort of company or investment enterprise, the term "common stock" mainly refers to stock in a publicly traded company, as opposed to a privately held one.

Preferred stock is a type of equity (ownership) security issued by companies to raise money. Preferred stocks pay a higher, fixed dividend than common stock, but their share prices don't appreciate as much as common shares do. Preferreds are best for institutional investors or sophisticated individuals who want them for tax reasons and can weather the risk of the shares being recalled.

A shareholder is an individual or entity — such as a company or organization — that owns stocks in a particular company. If you invest in the stock market, you're already considered a shareholder, or what is also referred to as a stockholder. Shareholders, as part owners of a company, also have the right to vote in some cases regarding matters of the company and can receive dividend payouts when the company is doing well financially.

Impact investing is buying shares in a company that's designed to have a positive effect on society. These companies have a "double bottom line," focused both on turning a financial profit and making a measurable, positive impact on a social need in the process. This could be through generating renewable energy, making only eco-friendly and sustainably produced products, or financially empowering workers in emerging economies.

Passive investing, also known as passive management, says that, while the stock market does experience drops and bumps, it inevitably rises over the long haul. So, rather than try to outsmart it, the best course is to mirror the market in your portfolio — usually with investments based on indexes of stocks — and then sit back and enjoy the ride. Simple to understand and easy to execute, passive investing has become the go-to approach for many investors.

Editorial Note: Any opinions, analyses, reviews, or recommendations expressed in this article are the author’s alone, and have not been reviewed, approved, or otherwise endorsed by any card issuer. Read our editorial standards .

Please note: While the offers mentioned above are accurate at the time of publication, they're subject to change at any time and may have changed, or may no longer be available.

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A Review of Exceptions in State Abortion Bans: Implications for the Provision of Abortion Services

Mabel Felix , Laurie Sobel , and Alina Salganicoff Published: Jun 06, 2024

Issue Brief

Note: Originally published in May 2023, this brief has been updated and expanded to address ongoing litigation in many states that is underway to challenge exceptions laws.

Key Takeaways

Abortion is currently banned in 14 states and many other states have attempted to ban or severely restrict access to abortion. All of these bans have an exception to prevent the death of the pregnant person and some bans include other exceptions that fall into three categories: when there is risk to the health of the pregnant person, when the pregnancy is the result of rape or incest, and when there is a lethal fetal anomaly.

In practice, health and life exceptions to bans have often proven to be unworkable, except in the most extreme circumstances, and have sometimes prevented physicians from practicing evidence-based medicine.
Abortion bans and restrictions have led physicians to delay providing miscarriage management care. Many states allow for the removal of a dead fetus or embryo, but pregnant people who are actively miscarrying may be denied care if there is still detectable fetal cardiac activity or until the miscarriage puts the life of the pregnant person in jeopardy.
Mental health exceptions are rare despite the fact that 20% of pregnancy-related deaths are attributable to mental health conditions.
Law enforcement involvement is often required to document rape and incest, which often prevents survivors from accessing abortion care. Furthermore, survivors in states where abortion care is restricted can have difficulty finding an abortion provider.
In many states there is more than one abortion ban in the books, and in some of those states, the exception provisions in the bans are often at odds with each other. These multiple bans and varying exceptions create confusion among patients and providers.

Introduction

Since the Supreme Court’s Dobbs decision overturned Roe v. Wade , state abortion bans and the exceptions they contain – or lack – have garnered significant attention. The Supreme Court is considering a case this term about whether the Emergency Medical Treatment and Active Labor Act (EMTALA), a federal law requiring hospitals to provide stabilizing treatment to patients who present to their emergency rooms, preempts state abortion laws and requires hospitals to provide abortion care when it is necessary to stabilize a patient, even when the abortion does not qualify foris not including in an exception to the state’s abortion ban. Discussions about exceptions to state abortion bans often obscure the reality that many of these exceptions can be unworkable in practice. There are reports of people being unable to obtain abortions, despite the fact that their pregnancies fall into these broad exception categories. While there is no accurate estimate of the number of people seeking abortion care in circumstances that qualify for an exception in states than ban abortion, the number of people who have received abortion care post- Dobbs in states that have banned abortion is very low . Many of the exceptions included in these bans use definitions that are vague, narrow, and non-clinical, and effectively remove the ability of health care providers to best manage the care of pregnant people, instead leaving that decision to the state or the clinician’s home institution. Further complicating matters, several states have multiple bans in effect, often with contradicting definitions, requirements, exceptions, and standards, creating ambiguity for clinicians and their patients. This brief analyzes the exceptions to abortion bans and discusses how their purported aims to provide life-saving care may not be achieved in practice.

What kinds of exceptions do abortion bans contain?

To prevent the death of the pregnant person.

All state abortion bans currently in effect contain exceptions to “prevent the death” or “preserve the life” of the pregnant person. As explained in further detail in the section below, these exceptions may create difficulties for physicians, as it is unclear how much risk of death or how close to death a pregnant patient may need to be for the exception to apply and the determination is not up to the physician treating the pregnant patient.

When there is risk to the health of the pregnant person

Most states with bans that contain a health exception permit abortion care when there is a serious risk of substantial and irreversible impairment of a major bodily function. These exceptions are limited by the lack of specific clinical definitions of the conditions qualifying for the exception. Only the Arizona 15-week LMP (last menstrual period) limit explicitly defines the bodily functions that may be considered “major.” The other states that use this language in their bans do not define what constitutes a “major bodily function,” nor what constitutes a “substantial impairment” to a major bodily function. This vague language puts physicians providing care to pregnant people in a difficult situation should their patients need an abortion to treat a condition jeopardizing their health and can leave the determination of whether an abortion can be legally provided to lawyers for the institution in which the clinician practices. For instance, in South Carolina where the 6-week LMP abortion limit has a health exception, the law lists a couple of conditions that may fall under this exception, such as severe pre-eclampsia and uterine rupture, but with no further detail. Using this language as guidance, it would be difficult for physicians to know if a significant health issue would fall under the exception. The difficulties presented by the simultaneous vagueness and narrowness of the exceptions are exacerbated by the lack of deference given to clinicians’ medical judgment under these bans.

However, even if the terms in the exceptions were defined more clearly, they would still exclude many health conditions pregnant people face. In Georgia , for example, providers challenging the ban note that the exceptions do not permit abortion care when it is needed to prevent: “(1) substantial but reversible physical impairment of a major bodily function, (2) less than ‘substantial’ but irreversible physical impairment of a major bodily function, or (3) substantial and irreversible physical impairment of a bodily function that is not ‘major.’” A medical condition may still be a significant health event, yet not qualify under the exceptions, even if their limits were more clearly defined.

MENTAL HEALTH

Mental health conditions account for over 20% of pregnancy-related deaths in the US, yet almost all states with health exceptions limit them to conditions affecting physical health, with some going further and explicitly precluding emotional or psychological health conditions. Alabama , the only state that includes mental health concerns in its health exception, requires a psychiatrist to diagnose the pregnant person with a “serious mental illness” and document it is likely the person will engage in behavior that could result in their death or the death of the fetus that due to their mental health condition. The law does not define “serious mental illness” and does not allow physicians to determine what serious mental illnesses qualify for the exception. In addition, abortion bans and restrictions in Georgia, Florida, Idaho, Iowa, Kentucky, Louisiana, Nebraska, North Carolina, North Dakota, South Carolina, Tennessee, West Virginia, and Wyoming explicitly exclude mental/emotional health. Several other states (Texas, Oklahoma, Mississippi, the remaining Kentucky ban, and one of Arkansas’ total bans) limit their life and/or health exceptions to physical conditions, without explicitly calling out mental/emotional health exceptions.

ECTOPIC PREGNANCIES AND MISCARRIAGES

Some states’ abortion laws specify that care for ectopic pregnancies and pregnancy loss is not criminalized in its statutes. Most states with these provisions in their bans allow for the removal of a dead fetus or embryo, but not for miscarriage care, generally. This means that pregnant people who are actively miscarrying may be denied care if there is still detectable fetal cardiac activity. There have already been reports of such situations in Texas and Louisiana . In Louisiana, for example, a pregnant woman went to the hospital after experiencing sharp pain and bleeding. She was informed her fetus had likely stopped growing a few weeks prior, as its size did not correspond to the length of her pregnancy, and that it had very faint cardiac activity. Despite the pain and the blood loss she was experiencing, she could not receive the regimen of mifepristone and misoprostol commonly prescribed to pregnant patients who are miscarrying to ensure that the pregnancy is safely expelled from the body completely in a timely manner, thereby decreasing the risk of sepsis and infection. Instead, she had to wait for the miscarriage to progress without medical intervention, which would have expedited the process and reduced her medical risk. In states where the abortion bans do not clarify that miscarriage care is not criminalized – even when there is still detectable cardiac activity – pregnant people may not be able to receive care to manage their pregnancy loss unless and until it becomes a medical emergency.

GREATER RISK TO THE HEALTH OF PREGNANT PEOPLE

In deciding whether or not to provide abortion care to preserve the health of a pregnant patient, physicians now face the risk of a jury or the state disagreeing with their judgment about the gravity of the health risk the pregnant person was experiencing, and as a result, face prison time, monetary fines, and loss of professional license. Before the Supreme Court’s decision in Dobbs , the decision to have an abortion pre-viability when facing a health risk was made by the pregnant person in consultation with medical professionals in consideration of the needs and overall health history of the pregnant patient. In states with abortion bans, when deciding whether or not to provide abortion care to preserve the health of a pregnant patient, physicians now face the risk of prosecution, prison time, monetary fines, and loss of professional license.

In state court challenges against the bans, providers have argued that the vagueness of the bans is unconstitutional, since it places them in a situation where it is unclear how they might follow the law. As a result, physicians may be more reluctant to provide abortion care when pregnant patients present with serious medical conditions and may deny abortion care to pregnant people with conditions that threaten their health until their condition deteriorates and the narrow exceptions inarguably apply. This delay in care, however, creates greater and avoidable risks to the health of the pregnant person. Additionally, many conditions that threaten the health of pregnant people are not included in all or most health exceptions.

The difficulties these bans and their unclear exceptions create may additionally deter physicians from practicing medicine in states that ban abortion. There have already been reports of physicians expressing reluctance or refusing to relocate to these states, as well as physicians leaving these states due to their restrictive laws and fewer medical school graduates applying for residencies in these states. A substantial portion of these states’ residents already live in maternity deserts – areas where there are no obstetric providers or birth centers – and studies have shown that maternal mortality rates are higher in states that restrict abortion. Physicians being deterred from practicing in states with restrictive abortion laws may exacerbate these disparities in access to obstetric care and health outcomes.

Zurawski v. State of Texas

Five women who were denied abortion care in Texas - despite facing dangerous pregnancy complications – and two OB-GYNs filed a lawsuit in Texas state court asking the court to clarify the scope of the medical emergency exceptions in the state’s three abortion bans. Plaintiffs specifically asked the court to clarify that:

Physician judgment should be granted deference in measuring the risk the pregnant person is facing,
Impairment of a “major bodily function” includes harm to fertility and the reproductive system,
Acute risk does not have to be already present or imminent for the exceptions to apply, and
Health exceptions apply in situations where treatment for a condition is unsafe during pregnancy and for fetal conditions and diagnoses that can increase the risk to a pregnant person’s health.

Plaintiffs argued the misapplication of the health exceptions violates state constitutional guarantees to fundamental and equal rights. In August 2023, a County District Court judge issued an order blocking enforcement of Texas’ ban in situations where, in a physician’s good faith judgment, an abortion is needed due to an emergent medical situation. An appeal from the state to the Texas Supreme Court automatically blocked the lower court’s order. On May 31, 2024, the Texas Supreme Court issued its decision in this case , stating that the state’s abortion ban only contains exceptions when, in a physician’s reasonable medical judgment, there is a life-threatening physical condition.

THE EMERGENCY MEDICAL TREATMENT AND ACTIVE LABOR ACT (EMTALA)

Enacted in 1986, the Emergency Medical Treatment and Active Labor Act (EMTALA) requires Medicare-enrolled hospitals to perform an appropriate medical screening examination to any patient who presents to their dedicated emergency department. If a patient is identified as having an emergency medical condition, the hospital must provide stabilizing treatment within the hospital’s capability or transfer the patient to another medical facility.

As states were starting to implement abortion bans after the Dobbs decision, in July 2022, the Department of Health and Human Services (HHS) issued guidance regarding the enforcement of EMTALA that clarifies hospitals and physicians have obligations to provide stabilizing care, including abortion in medically appropriate circumstances, when a patient presenting at an emergency department is experiencing an emergency medical condition.

After HHS issued this guidance, two lawsuits were filed. HHS sued the State of Idaho to block enforcement of Idaho’s abortion ban to the extent it conflicts with EMTALA, and the State of Texas sued to block enforcement of the HHS guidance in Texas. The Supreme Court is considering the case from Idaho and a decision is pending.

At stake in this case is whether EMTALA preempts state abortion laws and requires hospitals to provide abortion care when it is necessary to stabilize a patient’s condition, even when this abortion care violates state law. While all state abortion bans have an exception for pregnancies that jeopardize the life of a pregnant person, some do not have an exception that would allow an abortion to preserve the health of the pregnant person. Even in states with health exceptions, the exception might be very narrow and not well defined, leaving significant gaps in emergency medical care for pregnant people. EMTALA, however, requires hospitals to provide stabilizing care to patients with emergency medical conditions, including conditions that may harm their health. According to the HHS guidance issued in the wake of the Dobbs decision, EMTALA requires hospitals to provide abortion care to pregnant patients with emergency medical conditions when abortion is necessary to stabilize the patient’s condition. However, Idaho contends that EMTALA does not require hospitals to provide treatment that violates state law. The Court’s decision in this case could impact access to abortion in emergency situations across the country and potentially lay the foundation for future challenges involving state laws granting fetal personhood.

Exception vs. Affirmative Defense

Some state abortion bans lack exceptions but identify situations that may be used as an affirmative defense in court – among these are Tennessee’s 6-week LMP ban, Kentucky’s 15-week ban (but not the state’s earlier gestational bans), Texas’ total bans, and all of Missouri’s bans. An “affirmative defense” allows someone charged with a crime to show in court that their conduct was permissible even though the action itself is illegal. An affirmative defense does not make it legal to provide abortion care in the situations delineated in the law and means that a clinician who provided abortion care is open to prosecution – regardless of the reason they provided an abortion – and would bear the burden of proof to demonstrate that they provided care according to the conditions delineated as possible affirmative defenses in the abortion ban. Bans that rely on an affirmative defense leave physicians more vulnerable to criminal prosecution and they make it even riskier for physicians to provide abortion care in situations where the life or health of the pregnant person is at risk.

Sexual Assault Exceptions

A few of the state abortion bans contain exceptions for pregnancies resulting from rape or incest, generally requiring that the sexual assault be reported to law enforcement. Some states allow for a Child Protective Services (CPS) report in lieu of a law enforcement report for minors who are survivors of sexual assault or incest.

It is well documented that survivors are often afraid to report sexual violence to the police due to fear of retaliation and the belief that law enforcement would not or could not do anything to help. It is estimated that only 21% of sexual assaults are reported to law enforcement. Even for survivors who do report to law enforcement, state abortion bans do not make clear exactly what information needs to be given to a provider to make it clear that the abortion would be legal in that state. Reporting requirements place barriers in the way of survivors seeking abortion care in these states.

Among the few sexual assault exceptions, some have specific gestational limits. For instance, the total ban currently in effect in West Virginia contains an exception for cases of rape or incest, but it is limited to 8 weeks from the last menstrual period (LMP) for adults and 14 weeks LMP for minors.

Although sexual assault exceptions are intended to protect survivors, experts agree that they rarely work. There is anecdotal evidence of survivors in states with rape exceptions and who have compiled the necessary documentation, but still not being able to access abortion because they couldn’t find any abortion providers in their state.

Hyde Amendment

The Hyde Amendment is a policy that restricts the use of federal funds to cover abortion, except in cases of rape or incest, or when the life of the pregnant person is endangered (Hyde Exceptions). The policy is not a permanent law, but rather has been attached as a temporary “rider” to the Congressional appropriations bill for the Department of Health and Human Services (HHS) and has been renewed annually by Congress. In the past, federal courts have interpreted the Hyde provisions to require states to pay for abortions that fall into the Hyde Exceptions and have blocked enforcement of state statutes that prohibit coverage for these cases. However, the enforceability of these requirements has been unclear since the Supreme Court’s decision in Dobbs . Although all bans currently in effect contain exceptions to safeguard the life of the pregnant person, most states with abortion bans do not have exceptions for cases of rape or incest, and therefore, would not allow for the provision or coverage of those services to Medicaid recipients, contrary to previous court orders. To date, no court or federal agency has issued orders or guidance on states’ obligation to provide coverage for Hyde Exceptions when their bans prohibit the provision of abortion in cases of rape or incest.

Lethal Fetal Anomaly Exceptions

Bans in several states contain exceptions for lethal fetal anomalies, usually limited to those anomalies that would result in the death of the baby at birth or soon after. As with health exceptions, lethal fetal anomaly exceptions are poorly defined and limited in statutes. The only state with this kind of exception that has a comprehensive list of conditions that fall under this category is Louisiana , but since the state has multiple abortion bans in effect (one of which does not include exceptions for fatal fetal anomalies), the applicability of this exception is still unclear. Other states, like Indiana , provide some general criteria, such as how long after birth the baby can be expected to live for a pregnancy to fall under the fetal anomaly. Any condition that would result in a life expectancy shorter than three months fits under the exception. The religious freedom lawsuit against the state’s ban – Anonymous Plaintiffs v. Medical Licensing Board of Indiana — specifically challenges the narrow limits of the exception, arguing that other common conditions, such as Tay-Sachs disease would result in the death very early in childhood.

What happens in states with more than one abortion ban in effect?

In many states there is more than one abortion ban in the books, and in some of those states, the exception provisions in the bans are at odds with each other. In Louisiana , two bans and a 15-week LMP limit are in effect, but only one of the total bans and the 15-week limit have the same exceptions; the remaining total ban does not. One of the total criminal bans in the state has exceptions to prevent the death or substantial risk of death, of the pregnant person and to prevent “serious, permanent impairment of a life-sustaining organ”. The state’s other total ban and the 15-week limit have exceptions for these same cases and additionally in cases of fatal fetal anomalies, and clarify that the bans’ prohibitions do not apply for ectopic pregnancies and miscarriages. The conflicting exceptions in the bans result in a situation where the only real exceptions in the state are for cases where an abortion is necessary to prevent the death of the pregnant person or to prevent serious, permanent impairment of a life-sustaining organ. Providing abortion care under any other exception in the states’ other total ban or 15-week limit would open physicians to criminal penalties and loss of license.

Mississippi is another state with multiple bans in effect that contain contradicting exceptions. The state’s total ban only has exceptions for cases when an abortion is necessary to preserve the life of the pregnant person or when the pregnancy was caused by rape (there is no exception for incest in the state). However, the state’s 15-week LMP ban contains exceptions for fatal fetal abnormalities and serious risk of substantial and irreversible impairment of a major bodily function, along with a life exception. In situations where there is more than one ban in effect, it might seem that the easiest way to follow the law would be to adhere to the abortion ban with the strictest gestational limit. This would not suffice in Mississippi, however, since the total ban contains an exception for pregnancies caused by rape, but the state’s 15-week LMP ban does not contain such an exception. Therefore, following any one of the state’s abortion bans would not remove the legal risk of providing abortion care in the state. Instead, providers must assess how the abortion bans and their exceptions work in conjunction.

Although a lot of attention has been devoted to debates about exceptions in abortion bans, many of these exceptions are not workable in practice. Outside of testimony from providers, it is difficult to assess how many people who qualify for abortion care under the exceptions are actually able to do so, since states underreport or do not report this information. However, it is apparent these bans create barriers to accessing abortion care, even in situations where the exceptions they outline should apply. Most importantly, these bans place the health and lives of pregnant people at risk by potentially preventing physicians from providing medically appropriate care. The Supreme Court’s decision in Idaho v. United States will determine whether EMTALA preempts state laws and requires hospitals to provide abortion care to stabilize pregnant patients when “necessary to assure that no material deterioration of the condition is likely to occur.” If the Court rules in favor of Idaho, the inability to provide evidence-based care may additionally make physicians reluctant to practice medicine in restrictive states, amplifying already-existing discrepancies in ability to access obstetric care and adverse maternal and fetal outcomes.

Women's Health Policy
Reproductive Health

news release

What Are the Exceptions to State Abortion Bans?

Also of Interest

Addressing Abortion Access through State Ballot Initiatives
Who Decides When a Patient Qualifies for an Abortion Ban Exception? Doctors vs. the Courts
The Availability and Use of Medication Abortion
Abortion in the United States Dashboard

Innovative growers: A view from the top

In this current era of competing priorities and endless disruption and uncertainty, we know that innovation remains a must-have , not just a nice-to-have, when capital is readily available. 1 Matt Banholzer, Michael Birshan, Rebecca Doherty, and Laura LaBerge, “ Innovation: Your solution for weathering uncertainty ,” McKinsey, January 10, 2023. We also know that making a conscious choice to grow and supporting that choice with the right mindsets, development pathways, and capabilities can yield superior shareholder returns. 2 “ Choosing to grow: The leader’s blueprint ,” McKinsey, July 7, 2022. But what is the role of innovation in growth and vice versa?

Where do innovative growers come from?

To find out, we identified and analyzed about 650 of the largest public companies that achieved profitable growth relative to their industry between 2016 and 2021 while also excelling in the essential capabilities associated with innovation . 3 Our assessment is based on McKinsey’s proprietary database of about 12,000 companies and their relative mastery of capabilities along four innovation categories: aspire/choose, discover/evolve, accelerate/scale, and extend/mobilize. Using machine learning, natural-language processing, and sentiment analysis of employee reviews, we created a score that served as a reliable proxy for innovation capabilities across these categories. We then reviewed companies that grew faster than their industry while delivering positive economic profit between 2016 and 2021. Some of these companies outgrew their peers, others were more innovative than competitors, but 53 companies managed to do both. The 50-plus “innovative growers,” as we call them, are a diverse group, spread across four continents and ten industries. They include renowned brands with a trillion-dollar market capitalization as well as smaller companies that are just starting to make a name for themselves, some as young as three years old (see sidebar, “Where do innovative growers come from?”).

For all their diversity, these companies consistently excel in both growth and innovation—and they share a number of best practices that other companies can learn from.

Do innovative growers perform better than others?

In a word, yes.

Most of our innovative growers achieved total shareholder returns (TSR) above their industry median between 2012 and 2022 (Exhibit 1). The median excess annual shareholder return among these 50-plus companies was 11 points higher than that for Global 2000 companies. What’s more, two-thirds of the innovative growers were in the top quintile of the economic-profit power curve , which represents the distribution of economic profit among Global 2000 companies. 4 Chris Bradley, Martin Hirt, and Sven Smit, “ Strategy to beat the odds ,” McKinsey Quarterly , February 13, 2018. Their presence on the high end of the curve is not surprising: McKinsey research on the power curve points to the importance of making big innovative moves to beat the market, including programmatic M&A , dynamic reallocation of resources, and differentiating product and process improvements. In fact, the research suggests making no moves is a dangerous strategy—one that brings stagnation and underperformance.

What sets innovative growers apart?

The numbers speak for themselves, but when we examined how innovative growers were achieving such a high level of performance, we observed that all demonstrate a mastery of the eight essentials of innovation , which our past research shows are correlated with strong financial performance.

Specifically, they build innovation into their overall strategy aspirations. They activate critical growth pathways within their core businesses and enter only those adjacent markets where they have the strongest competitive advantage . They pursue excellence in execution and invest in key innovation capabilities. And they use M&A, particularly programmatic M&A, to extend their innovation reach.

Aspire: Link innovation to growth aspirations

According to our research, innovative growers unfailingly put innovation at the center of strategic and financial discussions, thereby signaling its importance to the growth and health of the organization. For instance, our review of the innovative growers’ earnings calls reveals that they talk about innovation twice as much as their peers 5 We analyzed a lexicon of innovation keywords across earnings calls across our sample set and determined the relative frequency of usage and discussion of innovation topics versus the overall management discussion. and, in those conversations, emphasize innovation as a means to create profitable and sustainable growth . This is consistent with our previous research on “ courageous growers ” and the importance of cultivating an innovation mindset among employees. 6 “ Courageous growth: Six strategies for continuous growth outperformance ,” McKinsey, October 23, 2023. Innovative growers communicate to employees achievable aspirations and clear targets to reduce fears of failure, criticism, and negative career impact that often hold back innovation. Innovative growers share frequent progress updates and success stories to inspire and motivate teams and investors. What’s more, innovative growers frequently voice their commitment to investing more resources in talent and digital capabilities, and they are almost three times more likely than their fast-growing but not innovative peers to frame their efforts as a “transformation.”

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High digital aspirations. Digital transformation was the impetus for innovation at one leading retailer among our innovative growers: the company sought to increase its online sales by introducing new features such as faster mobile checkout and an app with augmented reality built into it so customers could visualize how the retailer’s products might look in their homes. The CEO and other C-suite executives reinforced the importance of “transformation through innovation” in town hall meetings with employees, during earnings calls, in public interviews, and in press releases. The leaders’ words and investments sent a clear message to customers, employees, and other stakeholders about the importance of innovation in the retailer’s ability to transform and grow. And the efforts paid off: over time, as the new features were launched, the company’s online sales grew 80 percent, with digital sales accounting for 60 percent of overall revenue.

Activate: Pursue multiple pathways to growth

Our research shows that innovative growers deliver market-leading revenue growth in both their core businesses and when entering adjacent customer segments, industries, or geographies. In their core businesses, for instance, innovative growers tend to generate twice as much excess growth, even relative to other companies that outperform on growth. And when diversifying into adjacent segments, innovative growers achieve at least double the revenue growth compared with other firms (Exhibit 2).

They do this by entering adjacent business areas where they can connect to one or more clear opportunities to create value, such as customer-driven growth, capability-driven growth, value chain–driven growth, or business model innovation in areas such as digital and sustainability. For instance, a recent McKinsey analysis shows that chemical players with low-carbon product portfolios or high exposure to end markets supporting sustainability grew their shareholder returns at more than double the rate of sustainability laggards between 2016 and 2021. 7 “ The triple play: Growth, profit, and sustainability ,” McKinsey, August 9, 2023.

In fact, our data indicate that innovative growers combine two or more of the previously mentioned value propositions in more than 70 percent of the adjacencies they enter (compared with less than 25 percent among peers). They seem to prioritize growth in those adjacencies where there is some similarity among portfolios and an obvious “right to win.” And make no mistake, portfolio similarity matters: consider General Mills’ purchase of Pillsbury, a company that shared many of the same competencies and assets. This move allowed General Mills to reduce its purchasing, manufacturing, and distribution costs and raise its operating profit by about 70 percent. 8 Chris Bradley, Rebecca Doherty, Nicholas Northcote, and Tido Röder, “ The ten rules of growth ,” McKinsey, August 12, 2022.

Additionally, innovative growers are using advanced analytics and other digital tools to identify hidden growth opportunities, and then they are going through a rigorous process of selecting the just-right operating model and governance structure for the new business and appointing senior leaders with the competencies most needed in the new business. 9 Chris Bradley, Rebecca Doherty, Anna Koivuniemi, and Nicholas Northcote, “ Igniting your next growth business ,” McKinsey, July 23, 2021.

Game, set, and match. A leading technology company with deep expertise in hardware design, artificial intelligence, and cloud computing acquired a gaming company with the goal of using its own capabilities to improve the gaming company’s offerings. The pathway to growth here was relatively clear and unencumbered; although they were in slightly different segments of the technology market, the companies boasted similar product portfolios, and once the technical capabilities were integrated, the joint venture was able to go to market with several special releases of legacy games and one-off “special event” gaming offerings, all of which were well received.

Execute: Invest productively in all innovation capabilities

Our research shows that innovative growers invest productively in a range of critical innovation capabilities—including R&D, resourcing, and operational agility—leading to strong business outcomes. In fact, they delivered more than five points of additional excess gross margin versus other Global 2000 firms, which is a key indicator of product differentiation . 10 “ Strategy to beat the odds ,” February 2018.

R&D. Innovative growers tend to deliver more tangible outcomes from their R&D investments than their peers. In our research, they generated, on average, 100-plus more patents than their peers but also delivered more strong patents—or patents with broad applicability and lots of citations to other patents. In fact, over the past two decades, innovative growers were awarded three times as many strong patents compared with industry peers (Exhibit 3). And the presence of strong patents often indicates higher value creation potential.

Resourcing and operations. Innovative growers are also more likely than peers to have adopted agile operating models and implemented rigorous and dynamic resource allocation processes. They also tend to invest more in digital and analytics and other new technologies compared with peers: our research shows innovative growers have 30 percent more digital and analytics personnel on staff compared with industry peers. And in McKinsey’s recent digital strategy survey of more than 1,000 companies, there was a clear link between organizations with strong innovation cultures and operating models and their ability to increase value through new technologies, including generative AI. 11 Matt Banholzer, Ben Fletcher, Laura LaBerge, and Jon McClain, “ Companies with innovative cultures have a big edge with generative AI ,” McKinsey, August 31, 2023. Even in the current uncertain business climate, almost 90 percent of the survey respondents said they are still looking for new growth. Over the past two years, they have been allocating resources to a range of growth pathways—expanding the core, innovating in adjacent areas, or igniting breakout businesses (Exhibit 4). 12 “ Companies with innovative cultures have a big edge with generative AI ,” August 31, 2023.

Smart resourcing, smart growth. Combining strong innovation capabilities with appropriate levels of resourcing can result in significant value creation opportunities. Senior management at one medical-technology company wanted to build a new line of surgical robotics offerings and, to that end, increased the amount of resources allocated to the company’s R&D function. Over time, that R&D team generated a flood of new patents, averaging about 750 more patents than its medtech peers and delivering one and a half times the total shareholder return. Similarly, a global technology company invested upward of $3 billion to adapt its existing hardware products to support applications in the fast-growing AI and data-processing spaces, more than tripling its annual capital expenditure between 2017 and 2022. This bold move has resulted in 20 percent annual revenue growth at the company over the past five years.

Extend: Cultivate a strong M&A capability

In our experience, innovative growers also distinguish themselves through their dealmaking—and specifically, in their ability to cultivate a strong M&A capability (alongside strong capabilities in R&D, finance, operations). To be clear, there are many “nondigital” technologies (new molecules, for instance). However, looking at digital M&A provides one illustrative lens. For instance, our research shows that innovative growers complete three times more digital M&A deals 13 Digital M&A deals are those that target assets or capabilities in the digital, analytics, or technology spaces. compared with peers, demonstrating a desire to acquire promising technical capabilities and intellectual property (IP) and a willingness to embrace new technologies and methods to stay ahead of the competition. 14 “ Are you chasing the right digital assets? ,” McKinsey, December 22, 2021. Additionally, innovative growers routinely define their growth and M&A objectives up front , and leaders come to a shared understanding of the types of deals they want to target, which allows innovative growers to act with speed and purpose when M&A opportunities come up. What’s more, innovative growers are 50 percent more likely than peers to follow a programmatic approach to M&A, 15 A programmatic approach to M&A involves creating value by choreographing a series of deals (two or more) around a specific business case or M&A theme rather than pursuing singular “big bang” transactions. which McKinsey has repeatedly reaffirmed is far more likely than other M&A approaches to lead to stronger performance and less risk. 16 “ How one approach to M&A is more likely to create value than all others ,” McKinsey Quarterly , October 13, 2021.

Forging an ecosystem through programmatic M&A. One technology company pursued a series of midsize acquisitions to bolster its product offerings and exploit cross-product synergies to create an ecosystem for “home security” products. Over a two-year period, the company acquired a wireless security camera player, a home security company, and a DIY home security system provider. These acquisitions came with associated patents, such as the smart doorbell, and allowed the company to expand its reach and to innovate new products (combining the acquired IP with the company’s own hardware and software products).

Innovative growers are delivering profitable growth relative to their industry while also excelling in the essential capabilities associated with innovation. Our research reveals the degree to which their focus on both is helping these organizations create lasting value. It also suggests that other companies, too, can join this small but diverse set of outperformers by putting innovation at the center of all decision making and supporting it with the right mindsets, pursuing multiple pathways to growth and innovation, and establishing the right capabilities across R&D, digital, analytics, and M&A.

The path may be steep, and the transformation will likely take time and dedicated management attention, but the companies that seek to emulate the innovative growers may eventually achieve a profitable balance between today’s growth objectives and tomorrow’s innovation potential.

Matt Banholzer is a partner in McKinsey’s Chicago office, Rebecca Doherty is a partner in the Bay Area office, Alex Morris is a partner in the Toronto office, and Scott Schwaitzberg is an associate partner in the New York office.

The authors wish to thank Guillermo Domínguez, Gopal Galgali, Brooke Harvey, Tim Koller, Laura LaBerge, Karin Löffler, Karthik Ramesh, Werner Rehm, Tido Röder, Erik Roth, Eshita Sangal, and Jill Zucker for their contributions to this article.

This article was edited by Roberta Fusaro, an editorial director in the Waltham, Massachusetts, office.

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Changing Partisan Coalitions in a Politically Divided Nation

1. the partisanship and ideology of american voters, table of contents.

What this report tells us – and what it doesn’t
Partisans and partisan leaners in the U.S. electorate
Party identification and ideology
Education and partisanship
Education, race and partisanship
Partisanship by race and gender
Partisanship across educational and gender groups by race and ethnicity
Gender and partisanship
Parents are more Republican than voters without children
Partisanship among men and women within age groups
Race, age and partisanship
The partisanship of generational cohorts
Religion, race and ethnicity, and partisanship
Party identification among atheists, agnostics and ‘nothing in particular’
Partisanship and religious service attendance
Partisanship by income groups
The relationship between income and partisanship differs by education
Union members remain more Democratic than Republican
Homeowners are more Republican than renters
Partisanship of military veterans
Demographic differences in partisanship by community type
Race and ethnicity
Age and the U.S. electorate
Education by race and ethnicity
Religious affiliation
Ideological composition of voters
Acknowledgments
Overview of survey methodologies
The 2023 American Trends Panel profile survey methodology
Measuring party identification across survey modes
Adjusting telephone survey trends
Appendix B: Religious category definitions
Appendix C: Age cohort definitions

The partisan identification of registered voters is now evenly split between the two major parties: 49% of registered voters are Democrats or lean to the Democratic Party, and a nearly identical share – 48% – are Republicans or lean to the Republican Party.

Trend chart over time showing that 49% of registered voters are Democrats or lean to the Democratic Party, and 48% are Republicans or lean to the Republican Party. Four years ago, Democrats had a 5 percentage point advantage.

The partisan balance has tightened in recent years following a clear edge in Democratic Party affiliation during the last administration.

Four years ago, in the run-up to the 2020 election, Democrats had a 5 percentage point advantage over the GOP (51% vs. 46%).

The share of voters who are in the Democratic coalition reached 55% in 2008. For much of the last three decades of Pew Research Center surveys, the partisan composition of registered voters has been more closely divided.

About two-thirds of registered voters identify as a partisan, and they are roughly evenly split between those who say they are Republicans (32% of voters) and those who say they are Democrats (33%). Roughly a third instead say they are independents or something else (35%), with most of these voters leaning toward one of the parties. Partisan leaners often share the same political views and behaviors as those who directly identify with the party they favor.

Bart charts over time showing that as of 2023, about two-thirds of registered voters identify as a partisan and are split between those who say they are Republicans (32%) and those who say they are Democrats (33%). Roughly a third instead say they are independents or something else (35%), with most of these voters leaning toward one of the parties. The share of voters who identify as independent or something else is somewhat higher than in the late 1990s and early 2000s.

The share of voters who identify as independent or something else is somewhat higher than in the late 1990s and early 2000s. As a result, there are more “leaners” today than in the past. Currently, 15% of voters lean toward the Republican Party and 16% lean toward the Democratic Party. By comparison, in 1994, 27% of voters leaned toward either the GOP (15%) or the Democratic Party (12%).

While the electorate overall is nearly equally divided between those who align with the Republican and Democratic parties, a greater share of registered voters say they are both ideologically conservative and associate with the Republican Party (33%) than say they are liberal and align with the Democratic Party (23%).

Bar charts by party and ideology showing that as of 2023, 33% of registered voters say they are both ideologically conservative and associate with the Republican Party, 14% identify as moderates or liberals and are Republicans or Republican leaners, 25% associate with the Democratic Party and describe their views as either conservative or moderate, and 23% are liberal and align with the Democratic Party.

A quarter of voters associate with the Democratic Party and describe their views as either conservative or moderate, and 14% identify as moderates or liberals and are Republicans or Republican leaners.

The partisan and ideological composition of voters is relatively unchanged over the last five years.

(As a result of significant mode differences in measures of ideology between telephone and online surveys, there is not directly comparable data on ideology prior to 2019.)

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1. The partisanship and ideology of American voters
The partisan identification of registered voters is now evenly split between the two major parties: 49% of registered voters are Democrats or lean to the Democratic Party, and a nearly identical share - 48% - are Republicans or lean to the Republican Party. The partisan balance has tightened in recent years following a clear edge in Democratic Party affiliation during the last administration.

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