Not a member of the Workiva Community yet? That's ok, nobody's perfect 😉 To join, follow the steps outlined in the video (and listed below). https://workiva.wistia.com/medias/g843i6bdni Log in to your Workiva account Click on Help > Learn & get ...
The following suggestion was shared by a fellow Workiva customer: For Footnote with automatic numbering, we'd like to have the ability to restart the numbering at 1 on each page If you also would like this feature request, feel free to comment ...
Wanted to plug a recent addition to our Help site—Solution guides! Found under Getting started, these guides provide an overview of specific solutions and include info on relevant training materials on the Learning Hub, links to corresponding Help...
Hello! We have currently been using Outline Labels to show where the review status of each section. Our current process has been focused around the Financial Reporting team, since we are over the audits. That being said, we are getting more depart...
Hi all! As mentioned here, as of today's EDGAR version 21.2. release, the following changes were introduced on the EDGAR: SRT-2019, US-GAAP-2019, COUNTRY-2017, CURRENCY-2019, DEI-2012, DEI-2019, EXCH-2019, RR-2012, SIC-2011, and NAICS-2011 Taxon...
From time to time, Workiva rotates our TLS certificates so anyone working in the Workiva platform has the most secure experience possible. Most networks are configured to automatically accept our most up-to-date TLS certificate. When this best pra...
Date Wednesday, June 302:00-2:30 p.m. EDT WATCH ON DEMAND About There’s pressure. There’s many confusing rules. If there’s a piece missing, it’s impossible to play and winning or losing hangs in the balance. We’re not talking about board games,...
Two requests: Is there a way to paste data from a Word document or Excel document and maintain the source formatting? Currently, whenever I pasted data from Excel to the spreadsheet, all of the formatting (dollar signs, commas, decimal places, ali...
We recommend that their software engineers create spreadsheet functionality to allow us to select certain cells and drag (move) them to other cells. To be more clear, we're asking for functionality similar to Excel where we can drag a cell (or mul...
I have created a webhook trigger and it works in postman. However, my user wants to click on a url and want the chain to start automatically. I get a 405 error when I pass the url along with the bearer token.
Hello, I'd like to request a new functionality in Documents to add background images to certain pages (for instance, cover pages). Thanks
The following suggestion was shared by a fellow Workiva customer: It is not possible to delete a custom color if, for example, were accidentally created or are no longer needed. It would be beneficial to at least remove a custom color, if not edit...
Outside of XBRL translation is there a way in WDesk to translate a number in a spreadsheet to text e.g. 6,000 to six thousand?
We have one intro paragraph and four tables that follow. How do we add a XBRL table text block to the three tables below? There used to be a table text block icon and I no longer see it. Thanks!
Date Thursday, June 102:00-3:39 pm EDT WATCH ON DEMAND Event Details While many of us were thinking about the pandemic last year, 2020 also brought an explosion of focus on Sustainability reporting by the capital markets and regulators alike. Alt...
Hello everybody, I am experiencing some troubles when creating double dimension tables. I am following all the steps indicated in the Guides and in the learning hub to create the table (so the XBRL outline should be correct), but the display of do...
I am using a custom sql code and i would like to display my month columns in an order. I am using crosstab view. please let me know if there is a way to do a custom order by column names when using custom sql.
Hi All, Is there any way to change approver for a PBC request post the response was submitted by the requestee?
I have two different documents to edit. I can change font colour in one but not the other one. How to fix this? Thanks
I would like to create a parameter within Wdata Query to always default to current date. I see I can select a date as default value but my requirement is to dynamically update to today's date whenever the query is triggered. is there an alternativ...
Hi, Should the workspace owners be able to remove the suspended users from their workspaces? Or this capability is available only to the Org Admins? Thank you, Iryna Liani Castillo
I have hiearchial data coming from my source system.I need to create a tree or flattened structure to be able to aggregate within Wdata. I can convert a parent-child hierarchy into a tree using CTE's but recursive functionality is not working in W...
Update: Variable Transform has been expanded to handle math operations such as incrementing a Dynamic Chain Variable value. The two methods below still work, but are no longer necessary. If you have a numeric Dynamic Chain Variable that you need t...
Despite the above the client is not able to modify the files. Should they select something on their side to be able to do modifications ?
Guten Tag, für ein übersichtliches Arbeiten im Spreadsheet finde ich es hilfreich über zwei folgende Funktionen zu verfügen: > Gliedern (Gruppieren) von Daten in einem Arbeitsblatt bzw. einfügen von Ebenen. > Fenster fixieren: Die fixierte Spalte...
I don't currently have the translation feature activated in Workiva, is there a way for me to change to a French notation for numbers? I can get the unit symbol to show on the right but I can't get the thousands/units separators to show as a space...
Have footer properties as "Inherit from previous section" and "continue number from previous section." Halfway down the document, the page numbers start at 1 again.
Hi Can have tag a responsible note preparer in each section in Wdesk editor and can we download CSV/excel to see who has tagged in comments while reviewing.
If you missed any of the recent four, one-day virtual events, don't sweat it. They are free and available on demand for the next 30 days. Simply login here to watch them at your leisure. For any questions, please let us know here or email us at am...
I have actually not tested the jdbc connector but as per the documentation it says ground runner should be installed if it is on-prem. Can I get rid of ground runner if they allowlist Workiva's IP or is it mandatory to have ground runner installed?
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...