Executive Report Template for Internal Audit

When your internal audit team needs to report data from the Workiva integrated risk database, get a head start with this slide deck template. It’s packed with the starter slides you need to present findings and bring management’s attention to any potential risks.

Template Contents

Presentation

Spreadsheet

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Integrated Risk Executive Report in the Workiva Platform

Automate the construction of your audit report template in an easy-to-read (and even easier to build) slide format.

This presentation template is made specifically to help internal audit teams pull together in-depth, periodic executive reports, provide status tracking, and update audit committee members in less time, with less risk of error. You can aggregate, calculate, and summarize tabular datasets from the Workiva Internal Audit Management Solution into a spreadsheet that automatically populates a presentation file that includes charts, graphs, KPIs, findings, and summary text.

Key Features

Spreadsheet to serve as a staging ground
Presentation template
An optional workflow chain to automatically refresh data flowing into the slides

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.

Audit Management

Created By

Support and Documentation

Last updated 1/19/2022 ()

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.

Template