Note: This feature is provided to select customers as part of the Corporate Regulatory Reporting preview. This preview and its associated features are provided through May 31, 2026. Workiva may extend the testing period of the preview features at its discretion. If your team is interested in testing this feature, please contact your Customer Success Manager.
From Corporate Regulatory Reporting, you can prepare reports for United States regulatory agencies such as the Bureau of Economic Analysis (BEA) or General Services Administration (GSA).
Tip: To learn how to file reports with the BEA, view Prepare BE-11 filings with Corporate Regulatory Reporting.
Note: From Settings, a Workspace Owner must first set up your company's reports based on their types and reporting periods, as well as details including your reports' entities and data collection sources and assignees. To learn more, view Set up Corporate Regulatory Reporting.
Add forms to report
From Reports, you can view and manage reports based on the types and reporting periods set up for your workspace. Before you start a report, add its applicable forms.
From Corporate Regulatory Reporting, select Reports, then expand the reporting type and click Add forms , or select Add forms from its menu.
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If the report's forms require scoping — such as for US Bureau of Economic Analysis form BE-11 — select the form class to file for each entity in the report, then click Add forms.
Tip: To help decide the form class to file for an entity, click Show form criteria to review each class's scope and criteria. If your workspace has Workiva AI enabled, click AI recommendations for suggested form classes based on each entity's characteristics, and adjust the recommended selections as needed.
- If the report doesn't require scoping — such as for Federal Financial Report SF-425 — click Save.
Start report
After you add forms to a report, you can start to curate their responses through:
- Data imported from your Enterprise Resources Planning (ERP) system or another source
- Data collection by assigned subject matter experts (SMEs) and other workspace members
- Manual entry in the report's form fields
To begin to curate responses for an active report's forms:
- From Corporate Regulatory Reporting, click Start report.
- In Filing name, enter a name to help identify the instance of the report, such as based on its reporting year and period.
- Select the type of report to run.
- Select the start and due dates for the reporting period.
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In Data collection due date, select the final due date for manual data collection.
Note: Select a Data collection due date between the Start date and Due date.
- Click Next step.
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Select the source data to use with the report, and click Save.
Tip: To add new source data for the report, click Import additional source files to import the data from a Workiva Spreadsheet, Wdata Query, or comma-separated values (CSV) file.
When you start the report, it automatically:
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Populates its form fields with mapped data from imported source data
Tip: To update the report with newly imported source data, select Refresh data from its menu in Reports. To learn more, view Import source data for Corporate Regulatory Reporting.
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Sends data collection tasks to its form fields' assignees, as configured in Settings
Tip: From Reports, the Process Owner can manage the report's Process, such as to track data collection or send reminders. To learn more, view Prepare responses for Corporate Regulatory Reporting.
- Enables its forms fields for manual data entry from Reports
Generate PDF of report
Some agencies may require you to submit a report's form through an online portal, email address, or another channel. To download a Portable Document File (PDF) of a report's form — populated with its collected responses — such as for review or final submission:
- From Corporate Regulatory Reporting, select Reports, and expand the report type.
- From the form's Actions, select Generate PDF.
- Click Download filing PDF.
Tip: If you previously generated a form's PDF, you can select Download PDF from its Actions to save another copy.
Record receipt of report submission
When you submit a report to an agency, they provide a receipt for your records. To record a report's submission, upload its receipt for the reporting period.
Note: You can upload a submission receipt as a JPG, PNG, TXT, HTML, or PDF file, up to 10.5 MB.
- From Corporate Regulatory Reporting, select Reports.
- From the report's menu, select Record receipt.
- In Receipt file, click Choose file, then browse to and select the submission receipt for the report's reporting period and click Record receipt.
After you record a submission receipt, you can manage it necessary from the report's menu:
- To export a copy of the receipt — such as to provide evidence of the report's submission — select Download receipt, and select the version of the receipt to export.
- To replace the receipt with a new file, select Record receipt and upload its replacement.
Archive reports
To retain reports and their responses but no longer view them in Reports, archive their report type:
- From Corporate Regulatory Reporting, select Reports, then select In progress or Completed, depending on the status of the type's reports.
- From the report type's menu, select Archive.
Tip: To resume use of an archived report type, select Archived in Reports, then select Unarchive from its menu.
Edit report details
To edit the details of a report — such as its name, dates, or source data — select Reports in Corporate Regulatory Reporting, then select Edit from its type's menu.
Tip: To edit a report's responses, select Edit from its form's Actions. To learn more, view Prepare responses for Corporate Regulatory Reporting.
Export responses to Spreadsheet
To save a report type's responses as a Spreadsheet, such as for review or retention elsewhere in your workspace:
- From Corporate Regulatory Reporting, select Reports.
- From the report type's menu, select Export to Workiva sheets.