When you receive your Excel template from Workiva, the financial statements will most often have two periods: Period 1 and Period 2. This is common practice, but we've also made it possible for you to add more periods.
In this article we will go over how to add up to six reporting periods to your financial statements. Remember that any information you add to the Excel template should also be presented in the PDF version of your annual financial report.
Add extra reporting periods to the Excel template
You can use the following instructions to add reporting periods to your Excel template.
- Before you make any changes to your Excel template, start by making sure you have updated your Excel template with the latest version of the ESEF Tagging Template. Alternatively, you can also email us at wkrt.support@workiva.com and we will update it for you.
- If you wish to add an additional column within your Excel template, select the last column within the desired statement, copy the entire column, and then insert the copied column (see below).
- You then repeat this process for each of your financial statements, until every statement has the desired number of reporting periods.