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Exporting, downloading the reports then importing

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  • Mike

    Hi Helen,

    Thanks for question, and a belated welcome to Workiva!

    First off, I can say that we definitely strive for a near one-to-one match between what you see in your Workiva Spreadsheets and what is exported out to Excel. However, we do acknowledge that they are not always a 100%. We also are always interested in any discrepancies you find so we can work to address them and improve the overall experience. For any of those items, you can submit a ticket via the Support portal.

    All that aside, based on what you are describing, there may be options for you with either Workiva Sync, APIs, or Connectors. More info on these can be found below:

    If you have any questions on those items, just let me know. I'd be interested in seeing too how other Workiva users are tackling this as I'm confident you aren't the first to experience this slight snag.

    Thanks again for the question and chat soon!

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