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Why Use Workbooks

Drive Data

Use Workbooks as the definitive hub for your data. Collect and import data from other sources, manage data in your workbook, and link your data to Wdesk documents or presentations.


Eliminate email submissions for collaborative creation and editing. See colleagues' entries as soon as they are shared, and view the audit trail to see who entered what, and when.


Set permissions down to the section level. Use Data Validation to control entries such as pick lists, number ranges, or mandating whole number entries.


Maintain links and templates period upon period. Enable a workflow that's accurate and efficient.

Workbooks Feature Tour

Setup your workbook

Set Up

Import or sync a spreadsheet you already use

Saves time and allows users to start right away.

Use familiar functionality and formatting

Painless transition from your current process or system.

Add colleagues and set permissions

Enable real-time collaboration with permission-based control.

Edit, update, and share data

Edit, update, and share data

Web-based access to workbooks from any location

Freedom to work from anywhere and still make deadlines.

Clear audit trail

Transparency—easily see who changed what and when.

Use conditional formatting and data validation functionality to control format

Consistency across the workbook, no matter who enters the data.

Link workbook to other documents, presentations, and reports


Automatic updates to all files when source data changes

Saved time and improved accuracy.

Keep data links intact for roll-forward

Begin every new period with automatically updated data.

How Our Customers Use Workbooks

SEC Teams

SEC Teams

Our SEC customers use workbooks to collect, manage, and link the data that goes into their reports. Sharing this data with other teams ensures accuracy and creates efficiencies across the enterprise as a whole.

SEC Teams
SOX Teams

SOX Teams

SOX customers use workbooks to create and manage their risk control matrices and test of controls documentation. Additional features like tasking, attachments, and markup simplify the workflow and keep documentation up-to-date and easy to navigate.

SOX Teams
Management reports

Management Reporting

Simplify any process or report that shares data between teams. Link data between different teams' workbooks and reports, and pull interim reports like monthly budgets or quarterly financial summaries at a moment's notice with little additional work.

Learn More About Monthly Performance Reporting Management reporting

Additional Uses for Workbooks

Risk Reporting

Link data from across the enterprise to ensure all data points in your Risk and Recovery plan are accurate and up-to-date.



Use shared data from other departments in your company to track and report sustainability performance.

KPI Dashboards

Link workbooks to presentations to report key metrics to management in charts and graphs that have drill-down capabilities and a complete audit trail of your data.

Investor Relations

Feed your earning release and call script with linked data from workbooks.


Government Reporting

Use workbooks to manage and share data for budgeting and CAFR reports.


Experience Workbooks Today

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