To get a designed report onto the Workiva platform for the first time, or when a client first acquires Workiva and wants their previous report on the platform as a starting point, follow these steps: Design Options: There are two main pathways t...
Yes, Workiva is working to improve design aspects in Designed Reporting. Some recent updates include: A feature allowing users to lock object properties, giving them control over their document layout. Authors can then work collaboratively on obj...
For designed reporting on the Workiva platform, it is recommended to set your default measurement units under Document Properties to maintain consistency. This setting allows you to choose between inches or pixels for your entire document, ensurin...
For a dual-language document setup, one effective approach involves duplicating your original document and then ensuring that the "Keep Links to Linked Files" option is checked to maintain consistency. Here’s a simplified process: Duplicate the D...
You can find the online courses for designed Reporting in the Learning Hub on Workiva's platform. To access and start the Essential and Advanced Design Reporting learning paths, follow these steps: Log in or register at the Learning Hub. Use the ...
Yes, Workiva's Designed Reporting can also be utilized for non-designed reporting purposes. You can create a bare-bones report within the Workiva platform that can be updated and exported for various requests. This approach allows you to maintain ...
Currently, there is no on-platform support to crop images in designed reporting. Images must be modified outside of the platform and then re-imported. Regarding image rotation, you can rotate floating shapes and images in documents by using the ro...
Yes, Workiva does have CMYK capability. You can export documents from the Workiva platform as either RGB or CMYK PDFs. However, while the CMYK PDF is a direct conversion to CMYK colors, it may not match brand guideline requirements. For precise co...
In Workiva's Designed Reporting, it's currently not possible to crop images directly within the platform without affecting their aspect ratio. If you need to crop images without stretching or squishing them, it's recommended to do so outside of Wo...
It is not currently possible to insert a hyperlink over a source or destination link in Workiva. You can either have a hyperlink or a source/destination link, but not both on the same content. https://support.workiva.com/hc/en-us/articles/1082462...
In Designed Reporting, you can use the undo and redo feature to reverse changes after you cut, copy or paste content, or make manual edits. However, if you add columns and rows to match the pasted content, using undo in the matrix will not remove ...
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The audit trail for Designed Reporting can be accessed through the right-hand panel in the report, where you can view audit information of each change made to a data record. You can see details such as descriptions, times, and the person who made ...
For designed reporting without a designer, the Workiva platform provides a comprehensive guide. You can create highly stylized reports directly within Workiva, using its collaborative tools without the complexity of design software. This guide wil...
To link metrics in text for Designed Reporting, follow these steps: Create the Source Link: Start with the content that you want to update or maintain consistently across documents. This is your source link. Establish the Links: In your Workiva ...
Wrapping text around floating tables is possible in Designed Reporting. You can style objects such as images, text boxes, charts, and shapes to wrap text around them. This feature allows for more flexibility in placing and formatting these objects...
Yes, in Designed Reporting, you can work on your report's design while reviews are still underway. The process allows for text updates to be pushed to the design in progress, creating a collaborative and efficient workflow
To edit the designed reporting for the next fiscal year without distorting the design aspect, you can employ the following techniques: Lock Floating Objects: Lock object properties like position, size, and other attributes to prevent accidental e...
Yes, Workiva has a list of recommended designers/providers for Designed Reporting. These designers are trained in Workiva and the company works closely with them. Here's a link to our Corporate Communication Alliance Partners. You can also connect...
No, currently spreadview is not available for Designed Reporting.
The Power BI connector in Workiva allows for integration with Power BI, enabling you to create and manage datasets, run, export, and clone reports, as well as list dashboards and reports in Power BI. However, specific report types designed in the ...
The text wrap options for textboxes in Designed Reporting are currently available in Presentations and allow text to flow outside the textbox. Textbox wrap options are not currently available in Documents. See: https://support.workiva.com/hc/en-us...
You can't export graphics as SVGs from Workiva because EDGAR only supports .jpg and .gif formats in filings, and any SVGs included are converted to .gif, resulting in some loss of fidelity. Additionally, SVGs are not SEC-compliant, which means SVG...
There has been an update regarding grid line alignment in Designed Reporting including addressing concerns around the anchoring of rotated floating shapes and images. Workiva now ensures that rotated shapes anchor correctly to the paragraph direct...
Yes, it is possible to connect a metric to a floating object, such as a text box, in the context of Sustainability Management within Workiva. You can connect content to an Sustainability Program metric from documents, which would automatically upd...
Yes, XBRL tagging within and on Floating Objects is supported in Workiva’s Designed Reporting Capabilities
XBRL tagging is currently not supported for floating objects in Designed Reporting. This means you cannot directly tag content within floating objects or integrate floating objects as part of a text block tag. See https://support.workiva.com/hc/e...
Regarding template layouts for slides, Workiva currently doesn't have available templates at this time. See this Workiva Help Article: https://support.workiva.com/hc/en-us/articles/360035640512-Use-slide-layouts
For designing reports horizontally in Designed Reporting, you might face challenges with ensuring that content alignment and readability meet your design expectations. It's essential to ensure that any floating content such as text boxes, images, ...
It has been emphasized that a filer can only enroll once in EDGAR Next. Will this be done through the Workiva Enrollment Application, or will the filing team use the EDGAR Filing Management website? My company will be assigning Workiva as a delegate.
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...
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 ...
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...