Executive Report Template for Integrated Risk
Build a repeatable process for pulling risk database information into executive reports with this easy-to-use template.
If you’ve been wondering how teams shorten the time it takes to deliver internal audit, internal controls, or enterprise risk management data to executives, start with this template. You can aggregate, calculate, and summarize tabular datasets in a spreadsheet and automatically populate a slide deck with charts, graphs, KPIs, findings, and summary text blocks that update in real time.
- A spreadsheet to serve as an initial staging ground
- Template for a high-quality, executive-ready presentation
- A workflow chain to refresh data in the presentation (optional)
Frequently Asked Questions
How do I get data out of the database into a spreadsheet?
With Connected Sheets. First, make sure you have “Owner” permissions on the spreadsheet. Navigate to a blank section, go up to the "Data" toolbar, select the "Connect" option, and choose "Wdesk Database." From the pop-up window, select the desired dataset, and click "Next." Please note, all content on the sheet will be replaced by the connected dataset.
How do I change the report data source(s)?
Connect the desired dataset to a new spreadsheet section using Connected Sheets.
How do I change the formatting to align to my organization's brand/marketing guidelines?
Navigate to the "View" toolbar, and select "Layouts" to open the Slide Layouts editor view where you can design slide templates. Add colors, shapes, logos, images, and text blocks to modify existing templates. Workiva supports custom color codes to match your branding. Alternatively, you can go to the "File" toolbar, select "Import" to import a PowerPoint file with your brand look and feel, and build slide templates from there.