Updated XBRL Courses

We recently updated our Applying iXBRL and XBRL Fact Properties courses. Most of the changes focused on updating and adding more videos based on your feedback. Whether it's seeing a value tagged from start to finish or an overview of fact properti...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Upcoming Advanced Data Management Training

We have an upcoming advanced Data Management training on Sept 22-25th and would love to see you there! This training is in-person and will be hosted in the Workiva NYC office. Details and registration below:Partner Signup :https://partner.training...

Abby Steere Rock Star Data Management Suite
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Community Roundtable: Data Management 🎯

🎯 Topic: Data Management📆  Date: Wednesday, July 8⏰  Time: 12:00 pm - 1:00 pm CST🌎  Location: Virtual About this Event We are excited to launch our next Workiva Community Roundtable, on Wednesday, July 8 at 12:00 pm CST as we discuss the topic: D...

Isabel Messore Community Moderator Community Champion
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New Course — Off-Platform Designed Reporting: Workiva & InDesign ICML Integration

Our new course, Off-Platform Designed Reporting: Workiva & InDesign ICML Integration, is now available! This 60-minute course covers essential topics for executing the Workiva-InDesign ICML workflow via a practical reference workbook. Check it ou...

Aisha Baig
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New Course — Sustainability Reporting: End-to-End Success

Using Sustainability has been revamped and replaced by Sustainability Reporting: End-to-End Success. Get a clear overview of Workiva’s Sustainability Reporting Solution, designed for anyone looking to understand the platform’s core tools and workf...

Aisha Baig
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Beverage Break: Cross-Workspace Data Sharing

📆  Date: Tuesday, June 30⏰  Time: 10:00 am - 12:00 pm CST🌎  Location: Virtual About this Event Join us for our next Beverage Break event on Tuesday, June 30th at 10:00 am CST as we discuss the topic Cross-Workspace Data Sharing. During the call w...

Isabel Messore Community Moderator Community Champion
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Beverage Break: Navigating the 2026 CDP Questionnaire & New Form Improvements

📆  Date: Wednesday, June 24⏰  Time: 11:00 am EST🌎  Location: Virtual   About this Event Join us for our next Beverage Break event on June 24 at 11:00 am EST as we discuss the topic Navigating the 2026 CDP Questionnaire & New Form Improvements. Du...

Isabel Messore Community Moderator Community Champion
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​​Meet Your New Persona-Based Training! 🚀

We are thrilled to launch persona-based training on the revamped Workiva Learning Hub! This upgraded training approach delivers a tailored experience built around how you use the platform in your day-to-day work. What’s new? Some people own entire...

Isabel Messore Community Moderator Community Champion
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Beverage Break: Creating Proxies and Section 16 Filings in Workiva! 

📆  Date: Thursday, May 21⏰  Time: 10:00 am - 11:00 pm CST🌎  Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, May 21 at 10:00 am CST as we discuss the topic Creating Proxies and Section 16 Filings in Workiv...

Isabel Messore Community Moderator Community Champion
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New! Community Roundtable: Sustainability Reporting Pilot

  🌿 Topic: Sustainability Reporting📆  Date: Thursday, May 14⏰  Time: 11:00 am - 12:00 pm EST🌎  Location: Virtual   About this Event We are excited to launch our first-ever Workiva Community Roundtable, on Thursday May 14th at 11:00 am EST as we d...

Isabel Messore Community Moderator Community Champion
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Beverage Break: Building and Filing 8-Ks in Workiva! 

📆  Date: Tuesday, May 12⏰  Time: 11:00 am - 12:00 pm CST🌎  Location: Virtual   About this Event Join us for our next Beverage Break event on Tuesday, May 12 at 11:00 am CST as we discuss the topic Building and Filing 8-Ks in Workiva!  During the ...

Isabel Messore Community Moderator Community Champion
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Beverage Break: New Data Management Resources

📆  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...

Isabel Messore Community Moderator Community Champion
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New Live Data Management Classes

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...

Kim Gresham Learning Champion Rock Star Data Management Suite
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New Course — Troubleshooting Chain Failures

Get ready to resolve chain failures faster and with more confidence! Troubleshooting Chain Failures walks through common troubleshooting steps and solutions, when to engage with your technical experts, and how to engage with Support. If you’re bra...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Beverage Break: Designed Reporting for Proxies and ARS

📆  Date: Thursday, March 26⏰  Time: 10:00 am - 11:00 am CST🌎  Location: Virtual   About this Event Join us for our next Beverage Break event on Thursday, March 26 at 10:00 am CST as we discuss the topic Designed Reporting for Proxies and ARS. Du...

Isabel Messore Community Moderator Community Champion
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Upcoming Introductory Training Class - Demystifying Data Management

Join us on March 10th from 2:00–4:00 PM ET for Demystifying the Data Management Suite, an introductory training designed to help you confidently understand the foundations of Data Management in Workiva! This session is ideal for anyone who is new ...

Abby Steere Rock Star Data Management Suite
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New Course — Making Chains Dynamic

Are you looking to level up your chain-building skills? Find out what makes a chain dynamic while learning how to use and install the Load Data to Wdata chain template. If you’re brand new to Chains, we recommend starting with these courses: Orien...

Kim Gresham Learning Champion Rock Star Data Management Suite
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New Course: Cleaning Data with Data Prep

Do you spend time every month making the same changes to the same CSV or Excel file? Cleaning data takes time, but it's predictable. Data Prep cleans and transforms the data for you, so you can build reports even faster! Our new course, Cleaning D...

Kim Gresham Learning Champion Rock Star Data Management Suite
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New Audit Management Courses: Built for Specific Responsibilities

As a result of customer feedback, more targeted Audit Management eLearning courses covering preparing and testing Audits, Connected Sheets and Requests are officially available! New course names: Preparing Audits for Testing: Geared towards Inte...

Calli McClyman Learning Champion Data Management Suite Using ESG
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Gain practical Wdata experience!

Are you looking to upgrade your Wdata skills? We’re launching a new instructor-led training to Practice Building Wdata Tables & Queries. This two-hour session provides access to a workspace where you will build tables and queries with guidance fro...

Kim Gresham Learning Champion Rock Star Data Management Suite
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New Course Alert - Draft to Delivery: A Designed Reporting Journey

Are you ready to build a polished, fully on-platform designed report end-to-end in Workiva? In this cohort-style learning experience, you’ll take a plain, unstructured report and transform it into a clean, professional, review-ready deliverable - ...

Shoshanna LaDay Learning Champion Workiva Essentials
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Beverage Break: Filing Review Tips and Tricks

📆  Date: Wednesday, January 28⏰  Time: 10:00 am - 11:00 am CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Wednesday, January 28th at 10:00 am CST as we discuss the topic Filing ...

Isabel Messore Community Moderator Community Champion
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Beverage Break: Carbon - Getting Ready for the Next Reporting Cycle

📆  Date: Tuesday, January 20⏰  Time: 10:00 am - 11:00 am CST🌎  Location: Virtual   About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, January 20 at 10:00 am CST as we discuss the topic Carbon - Gett...

Isabel Messore Community Moderator Community Champion
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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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Feature Focus: Dynamic Tables + Linking

Join me next week as your guest instructor for a live training on Dynamic Tables + Linking where I'll share fun  tips about my favorite Workiva products and features. Only 11 spots remain so act now! 📆  Date: Thursday, December 11⏰  Time: 9:00 AM ...

Mike Davis Community Manager Amplify Attendee Community Champion Idea Generator Data Management Suite Workiva Essentials Train the Trainer
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New Course — Setting Up Chains in Workspaces

Are you looking to automate your data with Chains? The first step is to set it up. Setting Up Chains in Workspaces walks through the process in less than 15 minutes.

Kim Gresham Learning Champion Rock Star Data Management Suite
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New Chains training resources

Looking to get started with Chains? We have new eLearning courses that will help you hit the ground running! Orientation to Chains (6 minutes) Introduction to Workiva APIs (15 minutes) Setting Up Chains in Workspaces (13 minutes) More Chains ...

Kim Gresham Learning Champion Rock Star Data Management Suite
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Need an API grant? We've got you covered!

If you're looking to use Chains or make API calls to Workiva, then you'll need to make an API grant. This video is from our new Introduction to Workiva APIs course shows you how in just one minute! https://workiva.wistia.com/medias/nf9tbyp401 The ...

Kim Gresham Learning Champion Rock Star Data Management Suite
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