Dates Template

Roll forward just got easier. Enter your key dates and formats in this customizable spreadsheet, and connect them to all your half-year and annual reports and presentations.
Template Contents
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Automate the dates across your reporting and simplify roll forward—quarter after quarter, year after year.

With this template, you can leverage pre-built formulas and formatting based on our best practices dates page. You'll be able to link dates and date formatting for all your reporting needs in the Workiva platform, with less manual inputs and less chance of error. Get to the content that really requires your attention faster.

Key Features
  • Spreadsheet for entering your standard 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
Support and Documentation
Last Updated 07/21/2022 (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.