Dates Template

Roll-forward just got easier. Enter your key dates and formats in this customizable spreadsheet, and connect them to all your quarterly and annual reports and presentations.

Template Contents

Spreadsheet

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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

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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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Created By

Support and Documentation

Last updated 5/25/2021 ()