Performance Reporting

Transform your corporate and performance reporting. Combine numbers and narrative, tables and charts to create presentation-quality reports.
  • Manage data from multiple sources

    Easily connect, explore and interpret massive datasets in a unified cloud environment. Deliver numbers and narrative to stakeholders for faster, more informed decision-making.

    Real-time access to data

    Workiva enables teams to manage ad hoc and routine requests and perform faster, more reliable data review and analysis. Report data can be enriched, filtered, and refreshed while maintaining final output format.

    With increased accessibility to financial and nonfinancial key performance indicators (KPIs), you can simplify internal reporting, such as annual or operational reports.

    Income Statement

    Deliver reports with confidence

    Improve data accuracy and consistency across financial, management and performance reports by connecting tables, charts and presentations to a centralised source of data.

    When changes occur, all connected cells, spreadsheets, documents and text are updated automatically. Ensure teams utilise the same data through live-linked workbooks and documents.

    Key Figures at a Glance
  • Connect and combine data, ensure accuracy

    Workiva enables you to link data from multiple sources for real-time insight across the organisation.

    Improve data integrity

    Collaborate with business unit leaders to streamline performance management processes, regardless of geographic or departmental barriers. Increase the efficiency of internal reporting processes with automated data collection and aggregation from ERP, GL and other systems, as well as Connected Sheets from Wdata.

    Spend time on analysis rather than requesting, collecting and checking numbers.

    Data integrity within Workiva

    A complete audit trail

    Limit the use of disconnected and disparate desktop spreadsheets, and eliminate version control issues with a single source of data in the cloud.

    Combine data and narrative in a single platform that maintains a complete audit trail of all users' activities. Create blacklines to compare versions side by side.

    Income Statement with revisions
  • Streamline the reporting process

    Simplify complex reporting with a secure and collaborative cloud platform.

    Cross-organisation collaboration

    Bring financial and nonfinancial data from multiple contributors and departments together in one platform. Rapid communication between business users reduces the time to decision and action.

    Role-based permissions enable report owners to control who can access, view and edit data and commentary. Messaging within the platform eliminates email chains and lost communications. Review, comment, approve and publish in one easy-to-use reporting environment.

    Income Results

    Customised outputs in less time

    Format reports the way you want—in spreadsheets, documents and presentations. Connect source data to all required outputs and reports.

    Reduce time during report creation with the ability to roll forward frequently used reports, as well as customised style guides and templates.

    YTD Actual vs Plan and Last Year
  • Drive accurate and informed decision-making

    Deliver reliable analysis and operational reports with the most up-to-date data and analysis.

    Increased visibility into the organisation

    The ability to centralise cross-departmental data provides a full view of company performance. Access real-time data updates in dashboards, enabling faster and more informed decisions.

    Build dynamic reports supported by strategic insights. Streamline the review process, providing visibility to internal and external stakeholders.

    Total Company Revenue

    Digital transformation

    Create a connected, collaborative and continuous process for performing analysis and developing reports. Transform traditional processes to greatly reduce cycle times and ensure accuracy.

    Workiva empowers teams to deliver a holistic view of the organisation, with more control and less reliance on IT.

    Balance sheet

Suggested Resources

Workiva Named a Leader in Gartner’s 2018 Magic Quadrant for Cloud Financial Close Solutions

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  • Our process is so much more agile now. We saved time and made a number of steps redundant. There is such an efficiency gain, and we can’t wait to explore more opportunities.

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