Using InDesign to create the designed portion of your reporting? The following resources will help guide you through the process of creating highly designed reporting directly through Workiva and InDesign.
Additional resources:
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A high-quality annual report should provide content that can be trusted while maintaining brand values and easy navigation. With Workiva, you can produce a highly designed XHTML report that has the same design values of your traditional PDF.
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Getting Started Guides
You're at the beginning of your process and looking for a quick guide as you get more familiar with the Workiva platform and Design Reporting, start here with our Quick Start Guides!
| English | Quick start guide to design reporting with Workiva |
| French | Guide de démarrage rapide de Workiva pour la production production de rapports graphiqes! |
| German | SchnellstartAnleitung für das Designed Reporting mit Workiva! |
| Italian | Guida di inizio rapido per Designed Reporting con Workiva! |
| Spanish | Guia de incio rapido para los informes diseñados con Workiva! |
| Swedish |
Snabb guide för designade rapporter med Workiva |
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With all processes, best practices can help ensure a smooth journey. We have created guidelines to help support our users and designers through design reporting with Workiva. The purpose of this manual is to help make you comfortable interacting with the Workiva platform as well as the process to and from InDesign. Download the guidelines to follow best practices and ensure a smooth process on a path that is easy, intuitive, and fast.
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Workshops
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Workshop 1: Doc Setup - Starting with InDesign | Workshop No 1 shows setting up a new project in the Workiva platform when an InDesign file already exists - how do you get that styled content into Workiva? Follow this and it will save hours of work! |
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Workshop 2: Justified verses range left | Workshop No 2 looks at text when it is converted into XHTML and the considerations when using justified text. |
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Workshop 3: Your first ICML | Workshop No 3 is about the first time ICML is placed in the InDesign document. We do recommend that you watch this video before you start any design in InDesign when using content from the Workiva platform. |
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Workshop No 4 goes through designing for print and online and how do you author for both. Watch this workshop to find out the easiest way to design for multi-channel publishing! | |
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Workshop 5: Client review | Workshop No 5 is about how you review when there is a mixed workflow. |
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Workshop 6: Exporting XHTML for Website usage | Workshop No 6 looks at the reusability of well-structured XHTML. What else can you do with your code from Workiva! |
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Workshop 7: IDML testing - Plugin and discrepancy report | Workshop No 7 introduces you to the Workiva integration plugin which you can download here. |
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Workshop 8: Last minute edits | Workshop No 8 talks about that stressful time towards the end of the project and this happens.
Find out best practices here |
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Workshop 9: Filings | Workshop No 9 talks about filing in XHTML from a designer's perspective. The ESEF mandate is referred to but is applicable to anyone wanting to design for the medium of the web. |
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Workshop 10: Extending the Inline viewer | Workshop No 10 is about starting the journey of extending the viewer and adding other assets like video. |