Share How Your Team is Approaching the 2026 CDP Questionnaire

Hi Sustainability Community! 👋 We are thrilled that our 2026 CDP Questionnaire experience is officially live! We built this year’s updates to make collaborating and tracking progress smoother than ever. But now that it’s out in the wild, the most ...

Carrie Klosterman Workiva Platform Using SEC Data Management Suite
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Launching New Workiva Onboarding Paths for Carbon & Sustainability Teams

As we continue to expand our use of the Workiva platform, ensuring our teams feel confident and equipped is a top priority. To streamline the onboarding process for anyone joining our Sustainability workspaces, we are excited to announce the laun...

Aisha Baig
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2026 CDP Questionnaire FAQs

As announced elsewhere, you can now create a CDP Questionnaire in Sustainability Explorer to craft responses for 2026 CDP disclosures and update the corresponding questions in your CDP Portal submission — directly from your Sustainability Reportin...

Steve Stegelin Community Champion
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10 AI Prompts Every Sustainability Team Should Try in Workiva

Hey Workiva Sustainability Community! 👋 Sustainability teams spend enormous amounts of time collecting data. The next challenge is turning that data into insights, identifying risks, and communicating results to stakeholders. Use these prompts wit...

Molly Dubow Rising Star Workiva Essentials Amplify Attendee
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Scaling In-House Design! Seeking Sustainability Reporting Tips

Hi Community! 👋 Posting today on behalf of my customer, who is focused on an exciting goal: expanding their in-house design and formatting capabilities within Workiva for their upcoming Sustainability Report. They want to get the most out of Worki...

Sweta Patel Data Management Suite
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Workiva & EcoVadis Partnership: Your Questions, Answered!

Let’s be honest—gathering accurate Scope 3 data often feels like chasing a moving target. If you’re tired of chasing down suppliers or relying on generic industry averages for your Purchased Goods and Services (PGS) calculations, you are definitel...

Christina Kozell
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Tips for Tasks

Hi everyone! I manage my company's sustainability program, so I’m constantly trying to keep a pulse on where all of our data collection efforts stand. I need to be able to quickly answer questions like: What’s overdue? Where are things stuck? Who...

Audrey Murdock
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Prepare for CDP 2026 disclosure cycle 완료

As mentioned in this month's Sustainability Insider, CDP — formerly Carbon Disclosure Project — recently published their 2026 questionnaire, along with their scoring methodology and reporting guidance. Workiva — a Gold Accredited Solution Provider...

Steve Stegelin Community Champion
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Renaming entity codes (dimension) in the Sustainability Program 답변함

Due to our complex entity structure we need to have the possibility to rename entity codes (dimensions), e.g. in the Sustainability Program. Creating a new entity and archiving the old one in case of changes is not sufficient for us. Thank you!

Pia Gomez Rising Star Idea Generator
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🚀Faster, Smarter Roll Forwards Start Here

Ready to own your Sustainability Program Roll Forward? We’ve created a Step-by-Step Roll Forward Guide designed to give you total independence. This video goes beyond the basics, walking you through the full process so you can confidently launch y...

Isabel Messore Community Moderator Community Champion
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Draft simplified ESRS in Sustainability Explorer 완료

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...

Steve Stegelin Community Champion
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Allow more than one Data Provider 완료

Hi, we came across the restriction beeing able to only add one Data Provider per metric in our ESG Program. This is quite a hindrance and is not reflecting real life processes. The accurate collection of KPIs must not be dependent on one single pe...

Katharina Wolters All Star Idea Generator
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Connect source Workiva files to Sustainability Program values

Is there a way to bulk connect metrics to source files? I need to link approximately 700 metrics, and each source file contains the metric ID, dimension, and program year. Given that this information is already available, is it possible to automat...

Andreia Cardoso,
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Coming soon! Include additional files for a streamlined Program roll forward 완료

When you add a new reporting year in Sustainability Program, you can choose what to copy over from the Program's metrics for the new year — including collected values, data collection tasks, and connected source files. To help simplify Program rol...

Steve Stegelin Community Champion
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Sustainability Program - avoid due dates falling during weekends

Hi Workiva Team, We have recently received a client request regarding due dates in the Sustainability Program. The client has fixed monthly due dates for data submission and data approval. They expect that if a due date falls on a Saturday or Sund...

Ewa Piotrowska
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Prepare for California climate disclosure laws

As you likely heard, California enacted climate disclosure laws that impact companies doing business in the state. On August 21, the California Air Resources Board (CARB) hosted their second public workshop for stakeholders, the reporting requirem...

Steve Stegelin Community Champion
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Hello from Chicago! Sustainability chat with Danielle and Danny

Hello and welcome to our second episode of CPX Leadership Insights for the 2025 season. We're changing it up this time around. This time I'm lucky enough to snag two guests, Danielle Middlebrook, VP of  and Danny Smith,  And instead of Workiva HQ,...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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Prepare for upcoming simplified ESRS for CSRD

As part of the Corporate Sustainability Reporting Directive (CSRD) Omnibus, the European Financial Reporting Advisory Group (EFRAG) published Exposure Drafts of the simplified European Sustainability Reporting Standards (ESRS), along with addition...

Steve Stegelin Community Champion
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Override manual inputted approved field 예정됨

We're reaching out because we encountered something unexpected during our Workiva setup, and we wanted to check whether this is something that Workiva is currently addressing or planning to address in the near future.   One of the key reasons we c...

Susan De Boever
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Prepare for mandatory disclosures with Workiva Sustainability Reporting and Carbon

Workiva's Sustainability Management features — like Sustainability Program, Sustainability Explorer, and Carbon — help simplify the ever-evolving requirements of mandatory sustainability disclosures from California Climate legislation, US Securiti...

Steve Stegelin Community Champion
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Take control of Sustainability Program metrics with new Values and Tasks configuration

To help ease data collection in Sustainability Program, you now have more control and management over metric values and their tasks, with respective views for both. Values From a metric, you can now set up the values it collects, based on collect...

Steve Stegelin Community Champion
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Introducing: Sustainability Insider newsletter!

Debuting this month, Workiva's new Sustainability Insider newsletter provides a regular dose of tl;dr insight to help navigate the ever-evolving landscape of sustainability reporting. Succinct and to-the-point, this newsletter includes the general...

Steve Stegelin Community Champion
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NIS A-1 and B-1

Seeking to update Sustainability Explorer with Mexico NIS A-1 and B-1 framework for program development and metric alignment.

Shishir Handa
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