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 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 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
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Audit Management
Bank Reporting
Board Reporting
Budget & Forecast Reporting
Capital Markets
CFO Deck
Enterprise Risk Management
FERC Reporting
Financial Statements
Flash & KPI Reporting
Global Statutory Reporting
Government Financial Reporting
Income Statement & Balance Sheet Preparation
Insurance Reporting
Insurance Statutory Reporting
Investment Reporting
Management Reporting
Product Line & Business Unit Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Shareholder Reports
Prerequisites
To use this item, your organization needs to have purchased Wdata.
Wdata
Support and Documentation
Last updated 5/25/2021 (Release Notes)

Frequently Asked Questions

The template includes instructions and tips on how to build your process or incorporate the functionality into an existing one.