Daisy Yan I noticed on one of your comments that you stated you went to the Evergreen-style format, which made your quarterly and annual roll-forward process much more efficient. Do you mind me asking what that approach was? I'm in the process of ...
On June 24, 2026, the California Air Resources Board (CARB) issued a bulletin announcing a 3-month deferral of the first-year reporting deadline under SB 253 (California's Corporate Greenhouse Gas Reporting Program). The deadline for reporting Sco...
Our new course, Off-Platform Designed Reporting: Workiva & InDesign ICML Integration, is now available! This 60-minute course covers essential topics for executing the Workiva-InDesign ICML workflow via a practical reference workbook. Check it ou...
Using Sustainability has been revamped and replaced by Sustainability Reporting: End-to-End Success. Get a clear overview of Workiva’s Sustainability Reporting Solution, designed for anyone looking to understand the platform’s core tools and workf...
12 months ago in our company, we produced all of our internal reporting and a large portion of our external reporting through Excel spreadsheets. Then our leadership transitioned us to Workiva and our team began the learning process of everything ...
As announced elsewhere, you can now create a CDP Questionnaire in Sustainability Explorer to craft responses for 2026 CDP disclosures and update the corresponding questions in your CDP Portal submission — directly from your Sustainability Reportin...
How is your team collecting supporting documents from external sources and partners for metrics and datapoints throughout your financial statements through workiva? We currently utilize Content Requests but wish for a more user-friendly way to co...
📆 Date: Tuesday, June 30⏰ Time: 10:00 am - 12:00 pm CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Tuesday, June 30th at 10:00 am CST as we discuss the topic Cross-Workspace Data Sharing. During the call w...
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 ...
Welcome to our second of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Life before Workiva can be hard to imagine, I know. From data connectedness to AI-infusion and eve...
Hello, Currently, we only have quantitative metrics within our Sustainability Program but are looking to explore adding qualitative disclosures.I am interested to hear from others if and how you are add qualitative disclosures to your Sustainabili...
From April 2028, Companies House will require UK companies to file financial statements digitally via an xbrl format. For Lloyd's reporting, our syndicates already require tagging in xbrl. With the move to xbrl requirements across all financial st...
📆 Date: Wednesday, June 24⏰ Time: 11:00 am EST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on June 24 at 11:00 am EST as we discuss the topic Navigating the 2026 CDP Questionnaire & New Form Improvements. Du...
Hola! Dejo este comentario acá en la comunidad. Utilizando la herramienta, he notado la importancia de contar con funcionalidad de agrupamiento y desagrupamiento de filas y columnas en el spreadsheet, lo cual facilitaría la navegación de los usuar...
We have a user that is helping administratively with access for our workspace. This includes adding and removing users from the workspace and adding/removing users from user groups within the workspace. There is no need for this user to have acces...
Announcing the New Two-Tier Designed Reporting Learning Journey! We are excited to share an update to our Advanced Design Reporting training. To better support your professional growth and provide a more structured learning experience, we are tra...
Hi, Is is possible to export the certification audit trail within the reporting screen? When exporting either the 'process' or 'certification responses' tabs, there is no visibility as to when the preparers or approvers have actually signed off th...
UPDATED JULY 1 - EARLY BIRD DEADLINE EXTENDED Every Workiva Amplify ends on a high note, and Amplify 2026 is turning the volume all the way up! After three days of mastering the future of integrated data, compliance, and AI at Resorts World in La...
Would it be possible to have an option to "Open files as viewer"? We already had some cases when editors or owners have opened certain file just to compare some information an accidently changed part of information, of course we had history and we...
UPDATED JUN 30. DEADLINE EXTENDED TO JULY 10. We’re excited to open nominations for this year’s Workiva Customer Awards—and this year, we’re making it easier than ever to recognize the people driving meaningful change. Whether you're proud of a tr...
Hi, We fully tagged our 2025 Form 11-K in-house and received one validation error (see screenshot attached). The error relates to us-gaap:EmployeeBenefitPlanNetAssetAvailableForBenefit being included in the presentation linkbase but not in a cal...
Hello - we've been adding alt tags for accessibility to our documents in Workiva. But we find that if we add the al tag to the table properties or object properties for objects embedded into a table, they do not export to the PDF - while alt tags ...
Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...
Join your peers in finance, risk, and sustainability to connect, learn, and get ahead with Workiva. ✅ Expert insights: Hear how to connect data, AI, and assurance to strengthen decision-making. ✅ Peer networking: Share strategies with local peers...
Welcome to our first of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Amplify Americas 2026 is returning to Las Vegas and we’ll be giving away five (5) free tickets right...
Would you believe we are now just over 60 days away from Amplify Americas in Vegas?! Wow, time flies! While early-bird registration is up and running, we’re excited to announce that here in the Workiva Community we’ll be hosting our Amplify givea...
NO PURCHASE NECESSARY. The Workiva Community Amplify Americas Registration Promotions (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of maj...
I have a multi-page inline table with gray horizontal lines dividing rows. There is an assigned header row with thicker dark lines. The header row's line is layered beneath the gray lines from the preceding page. I can't seem to layer the header r...
Hello Workiva Community, We are looking for some clarification on the behavior of Accept Changes and Reject Changes permissions within Documents. Under Document Properties, there is a setting that allows us to specify whether changes can be accept...
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...