A recent release to the Workiva Platform included improvements to the following products and features:
Access ESG Program from left navigation
To ease access, you can now open your ESG Program from the left navigation, just like ESG Explorer. By default, your most recently accessed ESG Program will appear; if you have multiple, you can select another ESG Program to view. From here, you can also create ESG Programs — instead of from the Create menu — and delete an ESG Program forever.
ESG Workspace interface updated
As part of our efforts to continuously improve our user experience, we have improved typography, icons, and formatting throughout all ESG experiences. In addition, easily collapse or expand the Experience Panel as you look to navigate through the platform.
Filing health warning updated
The "Incorrect amount owned after" validation is now a filing health notice instead of a filing health warning. This notice applies when auto-calculations are overridden in Form 4, table 2, box 9: Number of Derivative Securities Beneficially Owned Following Reported Transaction(s). As a filing health notice, it can be marked as verified, removing the associated warning label.
Activity Report Export Improvements
We've improved the report export process by removing the need for an additional notification click and adjusting some report field columns to provide consistent reporting.
We enhanced Activity Report Exports for Partner Subdomains, particularly kpmg.workiva.com subdomains.
Previously, exporting from KPMG subdomain posed challenges. The newly-implemented process ensures successful downloads across all user domains, providing a seamless experience.
Org User Report: We've moved the SAML ID, Organization Licenses, and Organization Roles columns to improve consistency. We've also added an option to include all of a user's assigned Workspace roles.
Workspace User Report: We've moved the Workspace Roles and Group Members columns to better align with other reports.
Updated SCIM API responses for the GET /user endpoint
The SCIM API responses for the GET /user endpoint have been updated, removing the following optional fields: User Type, Profile URL, Address, Employee Number, Cost Center and Division and subfield Version.