Executive Report Template for Internal Audit
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.
- Spreadsheet to serve as a staging ground
- Presentation template
- An optional workflow chain to automatically refresh data flowing into the slides
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.