How to Take Your Wdesk Financial Reporting From Good to Great

Course level: 
Basic
CPE credits: 
1
Session format: 
Breakout
Topic track: 
Connected Reporting
Field of study: 
Computer Software and Applications

Embark and WorkOps invite you to learn how to optimize your financial reporting with Workiva. Learn to utilize the platform for items such as external and statutory reporting, management and performance reporting, and more. Leverage creative applications of the platform through custom dashboards and validation tables, rounding models, and automated analytics.

After this session, you will be able to:

  • Recall best practices for your reporting solution project and spreadsheet set up
  • Use Workiva linking technology in your work
  • Outline the basics of creating more sophisticated reporting models and review dashboards
Prerequisites: 
This session is designed for professionals with knowledge and experience in the domain mentioned in the title and/or course description.
Training Level 
Essential