Performance Reporting

Transform your management and performance reporting. Combine numbers and narrative, tables, and charts to create presentation-quality reports.
  • Manage data across the enterprise for faster insight

    Access data in real time with Wdata

    Easily connect, explore, and interpret massive datasets from structured systems or desktop spreadsheets. Enrich, filter, and refresh report data as needed while maintaining final output format.

    Wdata is a finance-focused solution that enables users to manage ad hoc requests and perform faster, more reliable exploration and analysis. Wdata enables you to simplify internal reporting processes, such as close and consolidation and variance analysis.

    Performance reporting access data

    Deliver reports with confidence

    Improve data accuracy and consistency across financial, management, and performance reports by connecting tables, charts, and presentations to a centralized source of data. When changes occur, all linked cells, spreadsheets, documents, and text are updated automatically.

    Ensure teams utilize the same data through live-linked workbooks and documents. Wdesk streamlines the review process, providing visibility to internal and external stakeholders.

    Performance reporting deliver confidence
  • Connect and combine data, ensure accuracy

    Improve data integrity

    Collaborate with business unit leaders to streamline corporate 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 analyzing key performance indicators (KPIs) rather than requesting, collecting, and checking numbers.

    Performance reporting improve data integrity

    A complete audit trail

    Combine data and narrative in a single platform that maintains a complete audit trail of all users' activities. Access real-time data updates in financial dashboards, enabling faster and more-informed business decisions.

    Cross-departmental data provides a full view of business activity and a complete picture of company performance.

    Performance reporting audit trail
  • Enable the last mile of reporting

    Cross-organization collaboration

    Bring financial and nonfinancial data from multiple contributors and departments together in one platform for narrative reporting.

    Work with your teams in the same document, at the same time, to tell your complete company story. Role-based permissions enable report owners to control who can access, view, and edit financial data and commentary.

    Rapid communication between business users reduces the time to decision and action.

    Performance reporting cross organization collaboration

    Customized outputs in less time

    Easily create high-quality management reports, board books, and presentations in a single platform. Format reports the way you want—in spreadsheets, documents, and presentations.

    Reduce time during report creation with the ability to roll forward frequently used reports. Track document status and changes with live indicators. Review, comment, approve, and publish in one easy-to-use reporting environment.

    Performance reporting customized output
  • Support financial transformation

    Modernizing the finance function

    Create and collaborate in a cloud platform that meets multiple reporting needs, including the creation of financial, management, and performance reports, from a single source of information.

    Wdesk empowers finance teams to create a holistic view of the organization, with more control and less reliance on IT.

    Break down data silos. Build dynamic reports supported by strategic insights. Bring more value to your business.


    A leader in financial close

    Workiva was named a Leader in the 2018 Gartner Magic Quadrant for Cloud Financial Close Solutions (CFCS). It is the third year in a row that Gartner Magic Quadrant has positioned Workiva in the Leaders quadrant for completeness of vision as a cloud solution.


    Access the report

    Gartner Magic Quadrant 2018

    This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Workiva. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Suggested Resources

Gartner Magic Quadrant: Workiva in Leaders Quadrant for CFCS

The Benefits of Streamlining Management Reporting

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  • I’m very excited about our new Wdesk reporting solution. The control that it affords us over our process from end-to-end has brought significant time-savings to our process and has allowed us to use our resources in other capacities.

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