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...
Is anyone else experiencing issues with array formulas (ex., Unique, Filter, etc) when exporting from Workiva to Excel? We’re seeing cases where these formulas don’t carry over in the Excel export. Curious if this is a known issue or something oth...
When setting up the Workiva connector there are a number of issues that can occur, below we cover the most common ones. If none of these help you please contact our support team and make sure to include the full error message. Error authenticating...
There used to be an option to skip the task but recently I do not see that as an option anymore. Does the functionality to skip the task still exist and if so, where does one find that option. Otherwise, is our only option to either delete the t...
作為全球通訊策略更新的一部分，我們已將電話服務整合到我們設有實體辦公地點的地區。這使我們能夠確保最高的通話質量，並嚴格遵守當地的監管標準。因此，我們將停止為德國、香港和瑞典提供專用支援熱線。 雖然具體數字有所變化，但我們對在地化支援的承諾卻不斷擴大。為了更好地服務我們多元化的社區，我們透過所有活躍的電話線路提供超過 190 種語言的 24/7 全天候即時翻譯服務。這確保您無論身處何地，都能用您偏好的語言與我們的團隊進行有效溝通。 如需聯絡我們，請造訪 Workiva 聯絡與支援目錄 ，並撥...
Som en del av en uppdatering av vår globala kommunikationsstrategi har vi konsoliderat våra telefonitjänster till regioner där vi har ett aktivt fysiskt kontor. Detta gör att vi kan säkerställa högsta möjliga samtalskvalitet och strikt följa lokal...
Im Zuge der Aktualisierung unserer globalen Kommunikationsstrategie haben wir unsere Telefondienste auf Regionen konzentriert, in denen wir über aktive Niederlassungen verfügen. Dadurch können wir höchste Gesprächsqualität gewährleisten und die lo...
Hi all — is anyone using Workiva to collect control evidence on an ongoing basis? One of my main challenges in managing the SOX testing program is timely evidence submission from control owners. I’m considering implementing a process where: Evid...
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...
