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
Add to Workspace

Don't have an account? Contact us to get started.

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.
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
Government Management Reporting
Income Statement & Balance Sheet Preparation
Insurance Reporting
Insurance Statutory Reporting
Investment Reporting
Management Reporting
Policies & Procedures
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Shareholder Reports
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.