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Data Collection for Disclosures

Get control of your financial reporting data

Workiva Wdesk Data Collection for Disclosures

Many teams struggle to collect data for their 10-Q and 10-K disclosures.
They typically perform the following manual tasks:

Gather disclosure data using spreadsheets and email

Gather disclosure data using spreadsheets and email

Babysit the process of tracking down information

Babysit the process of tracking down information

Check and re-check the accuracy of those numbers

Check and re-check the accuracy of those numbers

Our customers use Data Collection to improve this process.

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Products for Disclosures

Data Collection

Collect data from all sources, keeping the data connected with linking, monitoring the process with dashboards.

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Documents

Work together in the same document—at the same time—with controlled formatting, full audit history, and linked data.

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Workbooks

Bring teams together to work with data that contains controlled permissions, complete data lineage, and one source of truth.

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Data Collection for Disclosures: A Typical Wdesk Workflow

1

Create a Master

Create a structured environment for Providers to input data you request. Specify Input cells to collect data and Reference cells to provide users with unique data. The Master automatically aggregates across all Templates.

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2

Creating Templates

Create a Template to collect data from individual users. Assign a user, due date and optional approver to a Template.

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3

Link to Reports

Link data from the Data Collection to your workbook or the disclosures in your 10-Qs and 10-Ks. Numbers and text automatically update as Templates are submitted.

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4

Distribute Templates

Once the Templates have been created and assigned, distribute Templates to users. Users receive notification via email. Use the Dashboard to track the status of all Templates.

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5

Submit Template

Enter requested data, attach supporting documents if requested and click submit.

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Data Collection for Disclosures Templates

Start collecting data for your reports today. Simply download the templates and import them into your account.

Download Templates

Learn how to import into your account.

DATA COLLECTION FOR DISCLOSURES

Control your financial reporting data

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