Sustainability Management
Can Workiva Task Assignees and Approvers Take Action on Metrics in Sustainability Program using Secure Email Link to Workiva Tasks WITHOUT Logging Into Workiva Platform?

Hello - we are new to using the Sustainability Program, and we have many data owners and data approvers who will need to take action on a metric, either to enter a metric value, or review/approve/return a metric value. We thought we could use Work...

Erica Irvine
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Announcements
Expanded Multi-Lingual Phone Support offering

We're thrilled to announce an exciting new partnership that's all about making your experience with us even better. We've teamed up with a live translation service to bring you 24/7 phone support in over 190 languages! This new, complimentary serv...

Isabel Messore Community Moderator Community Champion
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Trainings & Webinars
Are you ready for quarterly filings?

Are you ready for filing season? We’ve got you covered with 3 tips for a less stressful filing! 3 tips for a less stressful filing We also have courses that cover common filing questions and processes: Get an overview of completing an SEC Filin...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Documents
Page Numbering in a Word Document 回答済み

Hi All. I am producing a set of financial statements.  In the 'notes to the financial statements' section, there is a number of subsections for each accounting policy (1 to 23).  I am having some difficulty with page numbering.  For note 1, when I...

Hassan Qureshi
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Wdata
Utilisation of Wdata 回答済み

Hi, we are currently using Wdata to pull data from our ledger into our excel file in Workiva to feed into our 10Q/K. Currently, how this is built is once we run the chain, refresh the connection, we have a data dump in our excel file in Workiva. W...

Kathleen Clee Idea Generator
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Trainings & Webinars
Introduction to Workiva - Video Series

The Learning Hub has a fresh new look, and even more to explore!We’ve reimagined the Learning Hub to make your experience smoother and more inspiring. On the home page, you’ll find a three-part video series designed to ease you into our platform w...

Aisha Baig
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Start Here 🎯
Understanding Chain Outputs

When building Chains, you might need to call another Chain, often referred to as a child Chain, from within your main Chain, also known as the parent Chain. This is done using the Run Chain event. If you’re not familiar with that process, take a l...

Jeff Hickey Community Champion Data Management Suite
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Trainings & Webinars
Free Live Training Classes - Intro to Audit Management! 完了

We are thrilled to announce a brand-new, live training opportunity: “Intro to Audit Management.” This comprehensive course is designed to equip you with the essential skills and knowledge to effectively manage and streamline your audit processes, ...

Kristi Donahue
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Regulatory Updates
Today’s the Day: EDGAR Next is Here!

Today marks a big milestone, September 15th is officially the first day all filings must be submitted using EDGAR Next credentials. That means the legacy filing process (CIK/Password) is officially retired and EDGAR Next is the new standard. This ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Comunidad en Español
Descubre el Poder de la Inteligencia Artificial usando Workiva AI

📆  Fecha: Miércoles 24 de Septiembre del 2025⏰  Horas: 11:00 AM - 12:00 AM EDT (New York, Time Zone)🌎  Ubicación: Virtual🌟  Reserve la fecha y regístrese ahora   Acerca de Este Evento:  Únete a nuestro webinar exclusivo en español! Si buscas clari...

Isabel Messore Community Moderator Community Champion
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Financial Reporting Tips
Tasks - possible updates in the pipeline?

We would like to utilized tasks more vs utilizing a 3rd party software to obtain documents and have folks within WDesk participate in the completion of certain, well, tasks. As it currently stands, it seems tasks are underdeveloped vs the rest of ...

Pat Flanakin Community Champion Idea Generator
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Controls Management
WData File Format Support for Multiple Entities

We’re currently updating our WData setup to accommodate files produced by an FCCS DLR and lightly transformed in AWS. These files contain data for multiple entities in a single file, unlike our previous setup where each file represented a single e...

Sanjana Soni
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Workiva APIs
Writing data to a specific spreadsheet and sheet id

I keep running into a 404 - resource not found error while attempting to write data via Python to a specific spreadsheet ID and sheet ID. I'm using this endpoint:  url = f"https://api.app.wdesk.com/spreadsheets/v1/spreadsheets/{spreadsheet_id}/sh...

Hector Silva
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Trainings & Webinars
Free Live Training Class!

  The Workiva Product Enablement team is debuting a new training class and you're invited!   Join us for the first live session of Demystifying the Data Management Suite on September 17th @ 11am EST. This training gives an introduction to Workiva'...

Abby Steere Rock Star Data Management Suite
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Chains
API Token working for HTTP GET requests but not POST (Prototype API)

Hi, I am having issues with creating a document file in the Prototype Workiva API. I can request the Access Token and use a HTTP GET Request to view all the documents in the workspace no problem. However, when I try to use a POST Request to create...

Thomas Jackson
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Spreadsheets
sum(abs(range)) or alternatives

I am looking for the ability to sum the absolute values within a range but the functions which allow this in excel do not currently work in Workiva. Is that an alternative which would allow me to sum the absolute values?  My example would be if we...

Lee McCarthy Idea Generator
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Wdata
New Free Tool: AI-Powered Date Format Helper for Wdata & Chains

Hi Workiva Community! 👋 We've built a free tool to solve one of the most common headaches in Wdata and Chains: getting date formats right. Whether you're creating a new Wdata table or writing a date transformation in Chains, finding the correct fo...

Wade Hays
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EDGAR Next
Workiva update: EDGAR Next - Post Deadline Scenarios 固定された投稿

Effective September 15, 2025, any EDGAR account (CIK) not enrolled in EDGAR Next will be unable to submit filings. A three-month grace period, concluding on December 19, 2025, is provided for filers to enroll in EDGAR Next, but is only possible un...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Amplify
OFFICIAL RULES FOR WORKIVA COMMUNITY AMPLIFY AMERICAS SELFIE CONTEST 完了

NO PURCHASE NECESSARY.  The Workiva Community Amplify Americas Selfie Contest (“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 majority in ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Amplify
Amplify Americas Selfie Contest: Meet Mike and win some merch! 完了

Are you at Amplify Americas in Washington DC? Good news, so am I! Registration opens today, September 8, 2025 at 12:00 pm and networking time kicks off shortly afterward. I'll be hanging around there today, and in the Amplify Hub at the Community ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Financial Reporting Tips
Best Practice for Inputting Prior Period

Is there a way to prepare the 10-Q/10-K so that prior periods link to previous filings and rollforward accordingly? For example, for the Q3 2025 10-Q, I would like the Q3 2024 YTD and PTD figures to link to our Q3 2024 10-Q filing. Additionally, i...

Pam Beesley
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Chains
Send data from Wdata back to Snowflake? 回答済み

Hey there! We are looking to send data prepared in Wdesk back to Snowflake using Wdesk. Coming up a bit short on how that's prepared and what the chain should look like so figured I'd ask here to see if anyone else has tried to do this and has don...

Brian Tokar
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