Hi, we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarl...
📆 Date: Tuesdays, Dec. 12 and 19⏱ Time: 2:00-3:00 p.m. EST🌎 Location: Virtual About this Event Join peers in a two-part webinar series aimed at getting ready for 10-K season. On Dec. 12, the SEC Professionals Group hosted speakers from the...
New to Data Management? Here are some resources to get you started! Workiva Learning Hub - Data Management Online self-paced course to help you learn the fundamentals of Data Management “Start Here” Community Hub Posts that compile a varie...
Hello Workiva Community friends! We're just a few days away from the end of what was our 10th amazing year in the Workiva Community! I had loads of fun with you all in our varied prize giveaways. Y'all never cease to amaze me with your never-endin...
Chains require a "Runner" to execute Commands, with two types available: CloudRunner and GroundRunner. This post offers insights into each Runner type and guidance on when to utilize them. When configuring a Connector, you must select at least one...
In order to share data across Workspaces using Chains, you will need to have multiple Workiva Connectors. Workiva Connectors are designed to restrict access by Workspace, so you will need to create a Workiva Connector for each Workspace in which y...
hii, I want to round down a particular number and I see we have Mround but it rounds to the nearest multiple, can we also include FLOOR ? so it rounds down to the nearest multiple ?
Hello All, Has anyone set up their Auditors in Workiva before? What type of permissions did you give them? I want them to have access to Workiva to use it for comments, but don't want them to see internal comments/workings/discussion. However, up...
We love the Slack integration for task notifications, but noticed there's no trigger for tasks that have been returned. How can we change that setting?
Is there a way to assign process preparers and approvers to multiple sheets within a workbook without having to create a process (content request) for each sheet?
Within the same sheet I have a couple preparers (Assigned to) who also have to review others work (Approval by). Does this create conflicts with how processes (content requests) assign permissions? Especially since I have it setup as all actions r...
Workiva has released an update to the ESEF 2022 taxonomy to all customers in accordance with the minor taxonomy updates release by ESMA on December 7th, alongside their conformance suite. All customers using the ESEF 2022 taxonomy will automatical...
📆 Date: Thursday, December 14⏰ Time: 9:00 a.m. CST | 4:00 p.m CET🌎 Location: Virtual About this Event Hello friends! I officially invite you to join us or our final Beverage Break this year on Thursday, December 14 at 9:00 a.m. CST | 4:00 p.m ...
Trying to connect a Wdata query to a spreadsheet in Wdesk. I've been able to do this with other queries but all of the sudden, I'm getting an "Update Failed" message due to cell limits being hit. When I run the query in Wdata, I only get 45,000 re...
Hi There is the certifications section that helps us track which users have completed the review of their risk register each quarter. However the only link to an entity/department is by naming the certificate. For example, we have to do "[Business...
Currently when we want to do a certification activity within processes, we must select who the one person is that can do the signing. However we are finding more and more use cases where the possible that could complete the certificate and do the ...
We have a process with multiple letters where most respondents include attachments to support their responses. Currently, in order to review these, we download each letter and each individual attachment and create a binder for the responses and at...
We are currently exploring using the translation functionality in Workiva but in our test cases so far the translated document does not quite have the same format as our original version. For example, footnotes that we have formatted as superscrip...
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
GRC: Roles and Permissions We're excited to announce that the GRC: Roles and Permissions e-learning course is now live on the Learning Hub! This new course has replaced our previously published “Controls Management: Roles and Permissions” course,...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
The Workiva Platform has been updated in support of the compliance requirements for Recovery of Erroneously Awarded Compensation Disclosures (Clawback disclosures). These Disclosures will be tagged using the ECD 2023 taxonomy, which is included in...
Added a new report into Workiva with the plans on using the excel sync function to update the report. However, when I open the excel file the Workiva Sync Function is grayed out. Does anyone know why this would be the case?
My workbook contains a pair of worksheets, SheetA and SheetB. SheetA contains formulae that link to SheetB. I would like to duplicate both Sheet A & B to create Sheets C and D), and I would like the formulae to point at the new worksheets (Sheet ...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 22. The effective date for these rules will be for filings submitted on or after December 1, 2023. The DQC plug-in tool has been updated to reflect this change in the W...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
One area where we're interested in a broader feature set from Workiva's ESG solution is in the "disclosure management" domain. I'm wondering if anyone has any general or specific feedback or ideas on this topic. For example, our users are frequent...
Hi, I saw an article or post with a nice summary of current and upcoming XBRL tagging requirements on various SEC filings. But I can't remember where it is located. If you have an XBRL tagging summary, please share in this community. Thanks. Ken
On November 22, 2023, the SEC announced an order postponing the effective date of the Repurchase Rule pending further Commission action. The rule was challenged in court and the SEC was required to "correct the defects" of the rule by November 30...
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...
