Executive Report Template for Integrated Risk

Report on risk with in-depth, high-quality executive presentations that are filled with data that flows directly from the Workiva integrated risk database. Use this template to simplify your process for compiling periodic executive reports, tracking project statuses, and updating audit committee members.
Template Contents
Presentation
Spreadsheet
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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.

 

Key Features
  • 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)
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Audit Management
Controls Management
Enterprise Risk Management
IT Risk and Controls
Support and Documentation
Last updated 5/21/2021 (Release Notes)

Frequently Asked Questions

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.
Connect the desired dataset to a new spreadsheet section using Connected Sheets.
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.
Fit for Purpose Solutions
Controls Management
Connect risk and internal control information across the enterprise.
Audit Management
Manage complex audit fieldwork and workpapers with unparalleled ease.
Enterprise Risk Management
Manage your entire ERM process from one central location.