Report Formatting Essentials

Get a hands-on lab experience in creating, customizing, and working with reports on the Workiva platform.

Template Contents

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Report formatting example document with the Workiva platform

Report formatting examples spreadsheet with the Workiva platform

Report formatting exercises with the Workiva platform

Practice makes perfect with this template that lets you get hands on with report formatting in the Workiva platform.

We've made getting started in the Workiva platform even easier with this template that helps users learn more about common tasks for creating and formatting reports.

Thanks to an easy-to-use, lab-like experience, you can address questions such as: How do I create a report? How can I add different styles to my reports? How do I create sections and manage areas of a report? How do I add tables? How do I integrate images into a report?

Download this template to gain hands-on experience with each of these tasks and create a full functioning report using the power of the Workiva platform, and start your next report with confidence.

Key Features

Sample report to create and customize
Step-by-step walkthroughs of common tasks when making reports
Instructional Lab Book included

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Created By

Support and Documentation

Last updated 03/21/2023 ()

Frequently Asked Questions

How do I create a report that meets my needs?

This lab will help you to address questions such as: How do I create a report? How would I style a report? How do I create sections and manage areas of a report? How would I add tables to a report? How do I integrate images into a report? Users will gain hands on experience with each of these tasks and create a functioning report.

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