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Data Collection

Why Data Collection

Control

Control the process of your collection, the structure of your templates, and the format of data contained within your collection.

Tracking

Dashboards show the status of each collection and individual template. Monitor submissions and resubmissions and track against deadlines.

Automation

Aggregation of templates happens automatically. View aggregated data on the Master Template, or view individual entries with the Contributor Panel.

Time Saved

Reuse and roll forward templates. Make modifications on the fly while collecting.

Data Collection Feature Tour

1Template_Creation

Data Collection allows you to build out templates to collect information

2Template_Controls

Specify the structure of your template by first setting up a Master Template


Control where and what kind of data users can input


Assign users to provide or approve data

3Monitoring_Progress

Specify the structure of your template by first setting up a Master Template

4Distribution_Aggregation

Once you've built your document, click Distribute to send to your Providers and Approvers


As templates are completed, data is aggregated and can be viewed on your Master Template

5Using_the_Data

Link collected data into other Wdesk documents


Linked data automatically updates when new information is entered

Collecting data with Wdesk    

Building templates and assigning users

Monitoring progress

Providing data and approvals

Using data

Data Collection allows you to build out templates to collect information

Specify the structure of your template by first setting up a Master Template


Control where and what kind of data users can input


Assign users to provide or approve data

Track the collection process from the Data Collection Dashboard

Once you've built your document, click Distribute to send to your Providers and Approvers


As templates are completed, data is aggregated and can be viewed on your Master Template

Link collected data into other Wdesk documents


Linked data automatically updates when new information is entered

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How Our Customers Use Data Collection

 

SEC Disclosures

Gather information for your 10-Ks, 10-Qs, and other documents from across the organization. Roll-forward the collection template and process for use next quarter.

Learn More About SEC Disclosures
 

External Reporting Uses

  • Leases
  • AOCI
  • Debt
  • Pledged Collateral
  • Fair Value
  • Pensions
  • Loans
  • Property, Plant, and Equipment
  • Investments
  • Derivatives
  • Goodwill
  • Investment Tables
 
 

Management Reports

Data Collection can be used for internal reporting, sales tracking, budgeting, and a lot more. Any time you are gathering information by sending templates via email, Data Collection is here to help.

 
 

Management Reporting Uses

  • Private Equity
  • Audit Expenses
 

Sustainability

The data needed for sustainability professionals typically comes from a large number of departments within an organization. Collect information, get all your data in one place, and use the collection information in your sustainability documents.

 
 

Sustainability Uses

  • Supplier Data
  • Water
  • Philanthropic Efforts
  • Energy Data
  • Emissions
  • Safety
 

Experience Data Collection Today

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