Hello, I am experiencing an issue with the Workiva API when attempting to apply filters to reports. The API works perfectly fine without filters, but I encounter errors when filters are applied. Below are the details of the APIs I am using and the...
hi, is there a way to lock the sheet names and sequences? If currently not possible, can we add this as a future enhancement? Most of our chains rely on the sheet names and sequences in copying, pasting or comparing the sheets in workspace to anot...
Great news! SEC Filing Fee Exhibits with iXBRL are now supported within the Workiva platform! As noted in a prior community post, SEC Large Accelerated Filers will be required to submit filing fee information in an exhibit structured in iXBRL beg...
It would be great if you could move the chart titles around similar to the labels.
Its great that you can place images behind text but they need to be able to be locked so you can select the text on top without having to move the image to get to it.
How can I mass include the walkthrough phase for all my SOX controls?
It would be great if there was a way to view the guides for the columns and margins in Workiva, similar to indesign.
New to Processes or looking to level up your knowledge? Jump into our guided Processes Path to learn everything from basics to creating and using Processes to automate workflows in the Workiva platform! This path is intended for new users and cur...
The Amplify Agenda Has Arrived! All 60-minute sessions are eligible for 1 CPE credit The full agenda for September is now live. Get Ready for Anything with panels and sessions on Workiva AI, XBRL ® best practices, the secrets of assured integrate...
Exciting news! We've launched a brand new course on Workiva Carbon, our new solution designed to help organizations measure, manage, collaborate, and report carbon emissions. This new offering advances our Sustainability Platform for organizatio...
If I create a new spreadsheet and enter a figure like "8.76%" into a cell, this will be displayed as 9% by default. While that doesn't seem ideal (to me), this isn't my real issue. My question is, when I select the Decimals drop-down where "0" is ...
I have tagged a document using a specific taxonomy (FRS 102) , but would like to copy the tagged facts to a different taxonomy (FRS 101) for the same document
Is there a limit on the number of workspaces per account? Specifically, must the number of workspaces correspond to the solutions each company has, or can multiple workspaces be created for each module?
It is currently very difficult to copy a floating table from one page to another and the process is not well documented on the Workiva Support webpage. Thank you for simplifying the process.
Currently, depending on the order of applying the formatting, there is sometimes a space between the number and the percentage sign in tables, and sometimes not. Although this seems to be a bug, it is causing additional workload for the team to so...
Is there was a way to assign permissions at a lower level of detail than section or sub-section? We have disclosures where three separate groups (example below with 1,2,3) own sentences within a paragraph and we do not want to break up the paragr...
Since the follow-up request email copy the same content from the original request, it builds a lot of frustration and confusion at the recipient end, as they think they are getting the same request over and over again. Please come-up with a soluti...
Hi How can I reference an element in an outer iteration if an element with the same name already exists in the inner iteration? Here's a sample JSON payload: The element I'm referring to in this example is the "id" element. It exists in the "data"...
Hi Team, How to add/create/edit action plan forms, issue forms and test forms in Workiva
On July 1, 2024, it is anticipated that the SEC will complete the EDGAR release 24.2 that will introduce updates to support new and updated taxonomies, including the 2024 SEC IFRS taxonomy. As part of this release, the 2022 versions of taxonomies ...
hi all, I have added a tab from a different workspace as my connection, but how do I know when the tab in the other workspace gets updated and I need to refresh my connection or I will be using stale data? Is there any hlep that can be provided on...
I have for example a table with the sales per country and per product: Product Country SalesApples DE 100Orange NL 50Apples BE 100 Now I want a query that shows the result per product of N...
Hi there, Is there an ability to add images to the text area of a certification (Processes)? Similar to what you have here in this Detail box the ability to " insert image ".
I've noticed that in Workiva, print bleed is only visible when exporting the document to PDF and enabling the Print Bleed option. However, as designers, wouldn’t it be more efficient if we could see the print bleed in real-time while editing the d...
As a primary reviewer I love the ability to create milestones and then compare different milestones to easily see what has changed with the blackline feature. It makes the revision and review process so much more efficient and gives me a greater ...
Definitely the linking feature which was a game changer for us. Also love the history feature and being able to create blacklines between versions.
Would it be possible to have functionality to select a certain version of a document to blackline another document against? E.g., Q1 10-Q milestoned final version vs current version of Q2 10-Q. Sometimes there are link updates that happen on the...
Although there are numerous features available within the Workiva system, my two favorite are the blackline capability and the linking. Linking is very beneficial especially when you have the same content going into different documents in differen...
Narrowing down to one feature is tough. But most recently, we have implemented the use of spreadsheets for data gathering for SEC and management reporting with our global subsidiaries. The templates were easy to set set up in spreadsheets and Wor...
We have a number of reports we are attempting to replicate in Workiva. Within each report, there are 11 tables that describe different information about our tenants and/or units for a property. These tables expand and contract each quarter, and ...
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...