Off Calendar Reporting Dates Table

Make each rollforward easier than the last. Set up your dates in this customizable spreadsheet, and connect them to all your quarterly and annual reports and presentations. Watch as they automatically update with each new report.
Template Contents
Queries
Spreadsheet
Tables
Wdata
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Automate the updates to your fiscal year’s critical dates for easy rollforward and faster reporting.

Setting up your off-calendar fiscal year reporting just got easier. This template includes a spreadsheet section where you can enter your specific reporting period for a fiscal year-end process, including reporting period, QTD, YTD, press release dates, and more. Leveraging formulas and formatting, current reporting period dates can be updated within this single, centralized spreadsheet—rather than making changes to each individual location throughout your reports.

 

Key Features
  • Spreadsheet for entering your specific fiscal-year dates
  • Pre-built formulas
  • Reporting best practices
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Prerequisites
To use this item, your organization needs to have purchased Wdata.
Wdata

Frequently Asked Questions

The template will include instructions and tips on how to leverage this and build your process or incorporate the functionality into an existing process.