Management Reporting templates in the Workiva Marketplace
Whether you are gearing up for your management reporting cycle, or are already in the thick of it, we wanted to share some relevant templates available on the Workiva Marketplace aimed toward simplifying your process. Consider adding one or all the below templates in your next reporting cycle.
This template is filled with slide examples for the information-rich, easy-to-read reports your management and board crave. Save this template library and get a jumpstart on developing professional-looking presentations in the Workiva platform.
✅ Statement of Cash Flow Assembly
Take the complexity out of using disparate files to collect, aggregate, and organize your statement of cash flows across multiple entities. This template is an example of how organizations can automate steps in the assembly of their statement of cash flows utilizing the Workiva platform's capabilities to connect and add transparency to the process.
✅ Statement of Cash Flow Rounding
Because manual rounding can add unnecessary risk, this template from Workiva is an example of how you can automate and simplify rounding for your statement of cash flows.
✅ Statement of Cash Flow Scorecard
This template made for the Workiva platform can serve as your up-to-the-minute status tracker for preparing cash flow statements. Distribute it to your key stakeholders and contributors to help control and monitor task management, and refer to the scorecard at any stage to track progress and ensure accountability.
Feel free to peruse the site for any additional templates of interest, as well as connectors or services. And should you have any recommendations, be sure to let us know too!
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