Using Workiva for Financial Reporting? To help you get started, we recommend following the steps below to learn how to use the Workiva platform. You can view and enroll in tailored courses in the Learning Hub, view help articles and videos, and interact with others in community discussions.
Step 1: Sign up for training
The Learning Hub offers training and resources to learn new skills and improve your team’s work.
In the Learning Hub, review these courses and collections:
- Brand new to Workiva? Check out Getting Started and Explore the Platform.
- Start with "Report: Access, Create, and Collaborate"
Tip: You can also search for courses based on the titles and descriptions listed below.
|Workiva Platform Demo||Get a basic overview of the Workiva Platform including the Home menu and icons, Documents, and Spreadsheets.||30 min|
|Discover Spreadsheets||Tour the Spreadsheets interface and learn about features such as filtered views, formulas, linking, and overlays.||20 min|
|Linking: Efficiently Connecting||Constantly copying data to several locations? Unsure which location has the most up-to-date information? Linking allows you to efficiently share and update information.||2min|
Step 2: Learn about features
Here are some of the main features in Workiva you'll use for Financial Reporting:
Step 3: Check out help articles
In Support Center, you can find several Help articles for self-service learning. For Financial Reporting, we recommend checking out the following articles to get started:
- What is Workiva?
- Create or import a document
- Use the Document Outline
- Create or import a spreadsheet
- Use formulas
- Create a presentation
Step 4: Ask, learn, and share
Have questions about the Workiva platform? Want to check out some tips from fellow users? Look no further than the Workiva Community.
In the community, you can share tips and tricks, and pass along your feedback. While you’re there, don’t hesitate to learn more about how to keep up with platform updates.
If you have questions or need help, please contact support anytime.