Financial Reporting Tips
96DPI PDF not outputing images at correct size

We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...

Glyn Szasz Rising Star Idea Generator
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Announcements
Customer Self-Service Font Request Form

Hello Workiva Community! 👋 We're excited to announce a major upgrade to how you manage your company’s request for fonts to be added to Workiva. We've launched a new, direct path for your font requests! ✨ What's New? If there’s a font your company ...

Isabel Messore Community Moderator Community Champion
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Chains
Automate data ingestion into Workiva to eliminate all manual uploads.

  Mike Davis (Workiva)   Our finance team requires automated, repeatable delivery of complete Trial Balance (TB) data—including zero‑value intersections—into the Workiva Wdata platform to support accurate financial reporting and reduce manual ...

Sanjana Soni
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Change Management
history version to show changes in sheets

hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...

Jiang Chuanzhong All Star Idea Generator Data Management Suite
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Sustainability Tips
Tagging 2026 CDP Metrics

Last year our team didn't use the 2025 CDP tool in the Sustainability Explorer as it wasn't launched in time for our full project timeline. However, this year we want to use the 2026 CDP tool in the Sustainability Explorer.  We have the 2025 CDP r...

Grace Whittle
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Designed Reporting
Register Now! Draft to Delivery: A Designed Reporting Journey

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...

Aisha Baig
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XBRL and iXBRL
Netherlands GSR Template Update (NT-20)

We are pleased to announce that we have added support for the 2025 NT20 taxonomy for the template based Netherlands GSR solution for micro and small entities. For filers already utilizing the template functionality with the 2024 NT19 taxonomy, a t...

Emily Jenkins
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Collaboration Tools
Exporting a document to DOCX With Comments Included 답변함

It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...

Elizabeth Viggiano
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Trainings & Webinars
New Course — Building Chains

Our newest course, Building Chains, is now available! This 20-minute course will walk you through seven foundational chain commands and events. Check it out on the Learning Hub or the Partner Resource Library! If you’re brand new to Chains, we rec...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Chains
Sending a list of data from a spreadsheet in workiva to snowflake

I'm sending a list from workiva to snowflake to in a chain. These are used as for filtering down so they are meant to go into an IN() function. The problem is if I send the through as one text I get message back from snowflake that the object exce...

Joshua Richards
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Announcements
Global Holiday Support Schedule

Throughout the year our Customer Support team remains committed to providing you with 24/7 global assistance. As you plan ahead for holidays, our team is here to help. To ensure you get the assistance you need, please note our channel availability...

Isabel Messore Community Moderator Community Champion
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Workiva APIs
API Version Update & New Versioning Process Launch on January 26

On January 26, we are releasing a significant upgrade to our public API and launching a new, long-term API versioning policy to ensure stability, reliability, and continuous innovation.  API release and new versioning policy On January 26, 2026, a...

Isabel Messore Community Moderator Community Champion
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Workiva APIs
Workiva Platform API Upgrade FAQ

This FAQ addresses common questions regarding the transition and upgrade process from the 2022-01-01 version of the Workiva Platform APIs to the upcoming 2026-01-01 version. General Information What is changing in the Workiva Platform APIs? The 20...

Isabel Messore Community Moderator Community Champion
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Regulatory Updates
EDGAR Release 25.4 - December 22, 2025

  On December 22, 2025, the SEC has scheduled an update for EDGAR Release 25.4 which will primarily include technical changes. This update will include new validation messages related to the Filing Fee Disclosure (FFD) taxonomy and the reporting ...

Sonny Jablonski Rock Star
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Designed Reporting
Page number outside margins in footer 답변함

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...

Glyn Szasz Rising Star Idea Generator
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Wdata
WData Tieout process

Has anyone developed an effective process for electronically reflecting the tieout of information in WData?  There is a "Markup Tool" in the document that contains a tickmark legend and other typical tieout symbols, but it is not available in WDat...

Tracey Schaefer
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Chains
Pipelines 답변함

Hi I'm trying to add a date column in my data by using pipelines. The preview result i'm getting is 46002 which is apparently an excel serial number. I have selected the below parameters including the data type and the format but it's still not sh...

Chelsea Carter
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Controls Management
Issues, Action Plans and Request Lists

After I have created an issue and am building and action plan or request list it would be nice if that information populated from the existing issue so we are not typing this information over and over.  Is that something that is out there?

Tammi Cross
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XBRL and iXBRL
Data Quality Committee: Latest Round (Version 28)

The Data Quality Committee (DQC) approved a new round of DQC rules for Version 28. The effective date for these rules will be for filings submitted on or after December 15, 2025. The DQC plug-in tool has been updated and released in the Workiva pl...

Sonny Jablonski Rock Star
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Governance, Risk, and Compliance
Email notification for SOX module

Hello, Is it possible to send an email notification (or any other type of notification in Workiva)  to a set of users when a new report is created? Here is the context of what I am trying to achieve: I have an automated integration that imports co...

Emilia Bruchental
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