Calendar Year Reporting Dates Table

Make each roll forward easier than the last. Set up your dates in this customizable spreadsheet and connect them to all of 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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Calendar year reporting dates table in the workiva platform

Automate updates according to the calendar year for easy roll forward and faster reporting.

Setting up your calendar year-based reporting just got easier. This template includes a spreadsheet section where you can enter your specific reporting period for a calendar 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 calendar year dates for monthly, quarterly, and annual reporting
Pre-built formulas
Reporting best practices

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Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

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Prerequisites

To use this item, your organization needs to have purchased Wdata.

Wdata

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Support and Documentation

Last updated 5/25/2021 ()