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🚀Faster, Smarter Roll Forwards Start Here

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Ready to own your Sustainability Program Roll Forward? We’ve created a Step-by-Step Roll Forward Guide designed to give you total independence. This video goes beyond the basics, walking you through the full process so you can confidently launch your new reporting cycle. It covers creating a new program year, ensuring your connections update correctly, maintaining data continuity, and even navigating Processes whenever you’re ready to incorporate them.

🎬 Why Watch?

          - Seamless Copying: Learn the best way to move files and programs together.
          - Pro Tips: Pick up efficiency tips and expert advice. 
          - On-Demand: Ready whenever your team is. 

https://workiva.wistia.com/medias/uej654zxc0

📚 Helpful Resources

If you want to dive deeper into the technical specifics mentioned in the video, check out these related articles:

          - Use the Linked Files Report

          - Understand (Index(Match,Match)) formula in Data Collection or Factbook Spreadsheets

          - Find and replace details of metrics or tasks in Sustainability Program

          - Import into Sustainability Program

💬 We Want Your Feedback!

After watching, let us know your thoughts in the comments and give us a 👍below when you were able to successfully roll forward!

          - What was the most helpful tip for your team?
          - How can we make this even better for your next cycle?

We’re here to ensure you have the tools to succeed on your own terms. Happy rolling!

Your Workiva Success Team

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  • Hayley White

    Make sure you include to update the connection "year range end" in the support article outside the community post!! I've been down a rabbit hole trying to figure out why my test 2026 metric values and notes were not pulling into the factbook sheets. This video was great, but I was unaware it existed until our CSM pointed it out, and was able to solve my issue by updating the year end range on the connections panel. 

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  • Carrie Klosterman

    Thank you for the valuable feedback, Hayley White! I'm sorry for the frustration the missing info caused.

    You're absolutely right, this is a key area to update! I will request an update to the main support article to explicitly include the 'year range end' step. We will also ensure these connection parameters are highlighted more clearly in our future video updates. Thanks again for helping us make our resources better!

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