This article will help you through the process of creating your designed report on the Workiva platform. Follow these recommendations to guide you through your process, from planning to filing your designed report all within Workiva’s unified platform.
Before you begin
- Identify a dedicated designer for the report.
- We highly recommend having the designer complete our designed reporting trainings.
- Work with your CSM to request fonts for your designed report. It can take 4-6 weeks for Workiva to make a font available after approvals. View a list of supported fonts here.
- Create a project schedule with your design team that includes design handover, review periods, cutoff dates for design or text changes, and any required time for printing.
- Compile files of previous years’ reports, logos, or any other resources to help the process.
- Establish the initial design and layout for your report.
Build your designed report
- Set up style guides, colors, document and section properties, and permissions in your report file in Workiva.
- Use your preferred design tool to create assets that you can incorporate into your report.
- Import your report content. To learn more, read Importing content to Workiva's designed reporting.
- Use Workiva’s designed reporting features to build your report.
Collaborate and review
- Utilize Workiva’s collaboration and review tools to iterate and ensure data accuracy.
- Make sure to use View mode to allow others to preview your report.
Export and print
- Export your report to PDF, DOCX, XHTML, HTML, RNS, or EDGAR.
- If commercial printing is required, use Workiva’s bleed tool and use high quality images. We recommend converting to CYMK colors and allowing an extra week for printing.
- Are you filing your designed report? Learn more about XBRL and filing with Workiva.
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