Executive Report Template for SOX/Internal Controls Teams

Pull your internal controls and testing data from Workiva into a sleek presentation for leaders and audit committee members that you can update easily. This slide deck template is designed specifically to help you keep stakeholders up to date and answer their frequently asked questions about your SOX and internal controls program.
Template Contents
Presentation
Spreadsheet
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Think of this template as the fast lane to building configurable slide decks for executive reports filled with internal controls and SOX data.

The template aggregates, calculates, and summarizes multiple tabular datasets from the Workiva SOX/Internal Controls Management Solution in a spreadsheet, then automatically populates a Workiva presentation for you. You can easily link and convey that data in charts, graphs, dashboards of team KPIs, and summary text blocks.

 

Key Features
  • Initial spreadsheet you can use as a staging ground for source data
  • Presentation template with linked data placeholders
  • A workflow chain to automatically refresh data flowing into the slides (optional)
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Controls Management
Support and Documentation
Last updated 5/24/2021 (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.