Q&A, tips and info about the designed reporting process with Workiva
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...
We experienced technical difficulties during our recent webinar and our primary host lost power during the presentation. As such, no recording is available. However, we were able to curate answers to these insightful questions below. You may also...
📆 Date: Wednesdays, 18 Jan thru 5 Apr⏱ Time: Midday GMT | 11:00 a.m. CST🌎 Location: Virtual ➤ Register for Midday GMT➤ Register for 11:00 a.m. CST About this Event Join us any Wednesday between 18th Jan and 5th April. Our design experts wil...
Our Design Reporting Guidelines covers everything you need to go for Design Reporting in Wdesk. If you're at the beginning of your process and looking for a quick guide as you get more familiar with Wdesk and Design Reporting in Wdesk, start here...
It is very helpful that one can edit a colour, change the name and even the actual colour, but when you edit the styleguide it does not update the colour there. This will be very helpful to be able to do a global colour change through the styleguide.
We have an annual report with the layout design is a mix of 2 and 4 columns. However, when we use the automatic footnote function (e.g., in inline tables), this is a default 1 column setup - with no possibility to change to 2+ columns. This makes ...
We are using the automatic footnote function in inline tables and in some cases we have multiple footnotes on one line item If we want to delete one of them (say delete footnote 2, but keep 1 and 3), it is currently not possible to delete individu...
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...
I am not able to join the class. When I click the link on the meeting it does not provide me a way to join the Zoom meeting. Help?
Hello Workiva Team, I would like to suggest an enhancement related to document and presentation formatting within Workiva. Currently, there is limited ability to perform bulk updates of colors, fonts, and styles across an entire document or presen...
Hello! I was wondering if anyone has any solutions for controls around review in the presentation space. I am designing a presentation and some of the slides have a lot of analysis on each slide such as P&L line item flux analysis. Does anyone kno...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
Can you assign a header row in a floating table? I'm only seeing that option for inline tables?
Designed Reporting is evolving, and we’re excited to introduce a new pilot cohort learning experience that helps learners build skills with clarity, confidence, and momentum. Learners will now move through a more connected, blended learning journ...
how do i ensure the same background image appears on every right hand page of a section?
HI all, Wishing to add page numbers in the mirrored footers outside the page margin on the right and left pages. We have managed to manipulate the page number to sit outside the margin on the left page. However I am unable to achieve the same posi...
Hi, can we put HIGHLIGHT in a paragraph style? Or is there another way to create this kind of text in a style?
Hi, can you create a shape inside a text box? It seems greyed out:
Hi, I can't see the insert image option when I am inside a cell in a table.
Noticing that there is a Print button/icon (also activated with command+p) on the toolbar which brings up "Print Options" I do not seem to get any connection to my physical print driver. Within the Workiva environment, how do i physically print a ...
We are using Workiva for the first time this year and looking to use it for our full annual report in the UK as a listed company and we are planning to do it in design. We are just looking for advice on how others roll-forward this copy from the p...
Hello everyone, how can I find out which line width and colour have been selected for an existing line in an existing table? At the moment I can only find this out visually. Is there a way to specify which values a table line has? Many thanks for ...
When bringing in an image from Word or Excel or a picture, the result within Workiva is blurry. I have looked at other posts and made sure that it meets the pixel and DPI requirements that were listed but it is still blurry. Are there any other ti...
To get a designed report onto the Workiva platform for the first time, or when a client first acquires Workiva and wants their previous report on the platform as a starting point, follow these steps: Design Options: There are two main pathways t...
Yes, Workiva is working to improve design aspects in Designed Reporting. Some recent updates include: A feature allowing users to lock object properties, giving them control over their document layout. Authors can then work collaboratively on obj...
For designed reporting on the Workiva platform, it is recommended to set your default measurement units under Document Properties to maintain consistency. This setting allows you to choose between inches or pixels for your entire document, ensurin...
For a dual-language document setup, one effective approach involves duplicating your original document and then ensuring that the "Keep Links to Linked Files" option is checked to maintain consistency. Here’s a simplified process: Duplicate the D...