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
The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Support and Documentation
Last updated 5/25/2021 (Release Notes)
Frequently Asked Questions
How do I incorporate into my process?
The template includes instructions and tips on how to build your process or incorporate the functionality into an existing one.