Hello everyone, We are currently in the process of configuring a CSRD report in Workiva and would appreciate insights from other organizations or practitioners who have already gone through this exercise. We are particularly interested in understa...
Is there functionality in place today to keep the Markups in the attached document when replaced with a new attachment? I know there is functionality to rollover the Markups from prior quarters. However, when replacing the document with the curr...
🌿 Topic: Sustainability Reporting📆 Date: Thursday, May 14⏰ Time: 11:00 am - 12:00 pm EST🌎 Location: Virtual About this Event We are excited to launch our first-ever Workiva Community Roundtable, on Thursday May 14th at 11:00 am EST as we d...
I have encountered a problem with merging cells within a range link that have a link. It's no problem merging/unmerging before I paste the range link another place, but once the link is established - merging cells wont work, and i get this error:
Our current process for 10Q/10K subcertifications is start our Certification Process in Workiva, but send out an email to all certifiers with a link to Sharepoint where we share the certifier assignments and a draft of the 10Q or 10K. How are othe...
📆 Date: Tuesday, May 12⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Tuesday, May 12 at 11:00 am CST as we discuss the topic Building and Filing 8-Ks in Workiva! During the ...
I am trying to move the line up in relation to the bars. When I adjust the axis min and max values and steps, the line moves but becomes flat. The data for the line is in percentages and in numbers for the bars.
I know there is a CDP API to fill out responses to CDP, however, I am wondering if any users are using their program/metrics/tasks to first collect data to then bring over to their CDP API. Is there a data collection template available for this pu...
If your Sustainability Explorer includes the European Sustainability Reporting Standards (ESRS), it now includes the draft version of the simplified Standards from the European Financial Reporting Advisory Group (EFRAG). While the simplified ESRS...
Is there a way to make a chart line have no color at all? I want the markers to show but no color on the line, not even white. Thank you
Is there a way to filter in the outline to exclude the non printing sections?
Hello Dears, I couldn't find all the roles i have here in the workiva website. Article on understanding workspace roles and organization roles don't cover all the roles here could you please give me detailed information of scope and feature on...
The March 1, 2026 release notes included information on a new feature related to streamlined access requests. It says that File Owners will receive the tasks to approve access. Who exactly gets the request? Someone just requested access for a fil...
Amplify 2026 will be in Las Vegas, and Call for Sessions is now open! To help you create a compelling submission, we have developed a list of topics and storylines that align to this year’s tracks. We can’t wait to hear from you! You have until...
📆 Date: Tuesday, April 28⏰ Time: 10:00 am - 11:00 pm CST🌎 Location: Virtual Registration Customers: Register here on the Learning Hub Partners: Register here on the Partner Resource Library Workiva Employees: Register here About t...
For the 2026 US GAAP Taxonomy release, FASB restructured the modeling of location dimensions and replaced them with new qualified name (QName) typed dimensions axes to improve consistency in financial disaggregation. The QName typed dimensions re...
Accelerate Copenhagen brings together finance, sustainability, and risk leaders for practical conversations on Integrated Reporting with Assurance, trusted data and more connected ways of working - focused on real challenges and ideas you can t...
Hello Workiva team, I would like to suggest an enhancement to improve governance and workflow control within documents in Workiva. Currently, there is no automated mechanism to manage document changes based on section lock/unlock status or to dyna...
On March 27, 2026 FERC announced the release of the 2026 taxonomies which are now available within the Workiva Platform and enabled on all FERC-related Workspaces. The new 2026 taxonomies are required to be used for the following FERC Form Filings...
On March 27, 2026 FERC announced the release of the 2026 taxonomies which are now available within the Workiva Platform and enabled on all FERC-related Workspaces. The new 2026 taxonomies are required to be used for the following FERC Form Filings...
We’re excited to announce new live Data Management classes in April: Practice Building Chains, Practice Troubleshooting Chains, and Practice Automating Digital Reporting. These classes provide the opportunity to build automations using Wdata and C...
With the new look and feel of certifications that rolled out recently, I can't figure out where to customize initial email notifications. This release notes from 2023 shows how to do it before the change: Release Notes: July 10 – July 14, 2023 – S...
In light of Workiva incorporating AI within some of its offerings' functionality, is there a plan to utilize such for XBRL?Seems a great case for AI generative responses would be for tagging XBRL. For instance, it would seem that the current Work...
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...
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...
Hello! I have been working on a stacked bar graph to create a visual for one of our statutory financial reporting requirements. I'm quite pleased so far with the outcome of the chart, yet unfortunately, we have no flexibility with the order of the...
We have encountered with few use cases: 1)Function Text + Month is not working as expected, as per below I would expect to receive value as "DEC", however final result is "Jan". Tried to modify MONTH value bus the outcome still the same "Jan" 2) ...
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2026 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2026 U.S. GAAP Employee Benefit Plan (EBP) - 2026 Closed-End Fund (CEF) - 202...
Does anybody have any tips (custom formatting or otherwise) that would allow for true zeroes to be shown as dash ("-") but figures rounded to zero (ie. $499,000 shown in Millions, 0 decimals) shown as "0". I am trying to avoid adding a separate co...
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...
