State and Local Government Annual Report

Turn your major financial statements into a comprehensive annual financial report with a simple, repeatable, and reliable process. Use this example to build your next report using connected data in the Workiva platform.
Template Contents
Spreadsheet
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Automate the creation of your next annual financial report for state or local government.

Stop wasting time navigating between the balance sheet and income statements and copying and pasting the figures in the annual report. This template will show you how you can bring in a copy of the trial balance and general ledger into the Workiva platform and automate the process. Cut down on manual tasks loaded with risk and create more time for financial statement reviews. 

 

Key Features
  • Sample spreadsheets
  • Built-in formulas
  • Instruction sheet included
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Government Financial Reporting
Support and Documentation
Last updated 5/24/2021 (Release Notes)

Frequently Asked Questions

Statements are automated by formulas referencing the updated and imported General Ledger and/or Trial Balance.
Formulas are written in the same manner as formulas in Excel. Most utilized formulas are: Sum, SUMIFS, VLOOKUP, INDEX(MATCH).
A clean flat file in a .csv, .tsv or .psv format that can be pulled from your current ERP system.
Fit for Purpose Solutions
Annual and Interim Financial Reporting
Financial reporting, annual reporting, interim reporting--see how you can simplify it all with connected data across your reporting and analysis.