When someone opens a comment in our documents it is their responsibility to close the comment once the issue has been resolved. Before we finalize a document, we try to have all comments resolved. Our suggestion is to add a button to ping someone ...
I would LOVE to see some functionality that allows us to automate chart labels. For example, add functionality that allows you to set a minimum for chart labels. E.g., If less than 3, do not show a label
Workiva solutions are used by over 5,300 organizations around the world. Customers who receive a Workiva Customer Award are honored for their stand-out achievements leveraging the Workiva platform to accelerate collaboration, transparency, and di...
Hi, How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
I was wondering when we could use Percentile and Quartile functions in Spreadsheets? We use this for our CECL calculations and we want it all to be in Wdesk, but cannot do the entire file in Wdesk until these functions are in Wdesk.
I recently had to transpose roughly 60 columns x 4 rows into 60 rows x 4 columns. While I was able to do this in Excel, I couldn't copy the links from the source data. Transposing in Wdesk spreadsheet would allow me to retain the links to the sour...
Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
Dear, I would like to know how we can do a value tag, but have it be presented as a word.In the case of the company we are working with, we noticed that when the 20-F was filed, in the Inline XBRL Viewer (SEC) the tagging of the word outstanding h...
Hi! I have create a folder and have named the files 1-27 but they will not sort in order, example I need them to be 0-1-2 but it shows 0-1-10. Is there a better way to do this or change settings? Thank you!
One of the greatest things about Amplify is the Expo. If you’re unfamiliar, the Amplify Expo is a happening place to stop by outside your sessions where you can connect with the Workiva team to ask questions, learn more, and share your thoughts, a...
Will Workiva be bringing back in-person or virtual XBRL Training. When my old employer had to start doing XBRL, my team went (and paid for) about a week long in person course that went into everything XBRL and how to use Workiva for tagging. Now I...
Hello everyone, Does anyone know if Workiva supports txt. format files to update spreadsheet content? Or do I have to convert the txt. file into an Excel file before importing it? What is the best practice recommended? My question is concerning bo...
I am working on the "Request" experience creating multiple tasks (PBC Requests). Now, I'm adding additional collaborators that were not originally added when I created the "requests". I want to make sure they have the right permissions to the ta...
I couldn't find any specific resource to aid in troubleshooting Wdesk Sync, so leaving this here as a future reference for the community; hopefully someone will find this helpful. During our organization's adoption of Sync, we encountered a tempor...
We’re so very excited to be back in person at Amplify this year. I know our research & development team is eager for the chance to talk face-to-face with all of you so we can gather what product and feature enhancements you are looking for. In yea...
The SEC just approved the "Pay vs. Performance" proposal (https://www.sec.gov/rules/final/2022/34-95607.pdf) which means that nearly all filers will need to tag on their first proxy filing after December 2022, which equates to spring 2023 for cale...
📆 Date: Tuesday, September 6⏱ Time: 1:00-1:30 EDT🌎 Location: Virtual About this Event We know design is important in your reporting. Why? It improves the experience of story telling for your stakeholders. Design improves navigation, inform...
Hello, Just to understand what are the Classic file? How those files were created? Thank you, Dalena Espino
It would be helpful to be able to quickly filter or sort directly on the columns in the gantt/table views of the resource plan. Currently we have to click the filter button and add a filter. But that requires so many clicks and sometimes we want ...
We are relatively new to Workiva and would like to know what others are doing when setting up their Workiva system. We are very familiar with having multiple environments and then promoting change through each environment. Example Development fo...
I am creating a copy of a working chain in a different workspace that will have a different connector. I am building a chain for a development instance of my source system versus the production instance. I have built the chain, created the table,...
Hi Team, Greetings for the day. We have checked all the available articles regarding the workspace roles, but we didn't find definition of some of the roles that are available in our workspace. It would be really helpful for us if we can get a des...
Hello, Currently whenever there are new comments or make changes to comments, there will be notification every time which is quite a lot. Is there a way to customize this setting?
Hi! We are exploring the possibility of including our 10Q/10K Data Spreadsheet into our certification process so data providers can input and certify the information directly in the system. We will create copies of the tabs so data providers can u...
Hello, Is there a way to 'set' certain cells to sync? I know we can do only selected cells, but with a multiple tab document, it can be time consuming to select cells on each tab when wanting to sync multiple tabs. It would be nice if there was ...
Is there a way to have text in the "left column" and a table in the "right column." We have a document we're trying to import which has questions running down the page with columns to the right where we would provide answers.
are you able to copy certification processes and templates across workspaces?
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
