Word reports & narratives

Build Word documents — board narratives, MD&A drafts, investor letters — with named ranges from your Workday OfficeConnect workbook.

Linked Word documents pull live numbers and qualitative narrative (“increased”, “favorable”) directly from your OfficeConnect workbook.

Articles in this section

  • For Word — Link live financial data from Workday OfficeConnect Excel into Word reports and board narratives
  • MD&A Automated Draft — Build a Word document where the numbers in your MD&A narrative — revenue, growth percentages, margin changes — update automatically from the Workday OfficeConnect Excel source
  • Investor Letter Template — A reusable Word investor-letter template where opening numbers, segment results, and forward guidance update from Workday OfficeConnect on each cycle

OfficeConnect for Word

Link live financial data from Workday OfficeConnect Excel into Word reports and board narratives.

Automated MD&A Draft with Workday OfficeConnect for Word

Build a Word document where the numbers in your MD&A narrative — revenue, growth percentages, margin changes — update automatically from the Workday OfficeConnect Excel source.

Build an Investor Letter Template with Workday OfficeConnect for Word

A reusable Word investor-letter template where opening numbers, segment results, and forward guidance update from Workday OfficeConnect on each cycle.