Q&A, tips and info about the designed reporting process with Workiva
Hello! I was wondering if anyone has any solutions for controls around review in the presentation space. I am designing a presentation and some of the slides have a lot of analysis on each slide such as P&L line item flux analysis. Does anyone kno...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
Can you assign a header row in a floating table? I'm only seeing that option for inline tables?
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...
how do i ensure the same background image appears on every right hand page of a section?
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...
Hi, can we put HIGHLIGHT in a paragraph style? Or is there another way to create this kind of text in a style?
Hi, can you create a shape inside a text box? It seems greyed out:
Hi, I can't see the insert image option when I am inside a cell in a table.
Noticing that there is a Print button/icon (also activated with command+p) on the toolbar which brings up "Print Options" I do not seem to get any connection to my physical print driver. Within the Workiva environment, how do i physically print a ...
We are using Workiva for the first time this year and looking to use it for our full annual report in the UK as a listed company and we are planning to do it in design. We are just looking for advice on how others roll-forward this copy from the p...
Hello everyone, how can I find out which line width and colour have been selected for an existing line in an existing table? At the moment I can only find this out visually. Is there a way to specify which values a table line has? Many thanks for ...
When bringing in an image from Word or Excel or a picture, the result within Workiva is blurry. I have looked at other posts and made sure that it meets the pixel and DPI requirements that were listed but it is still blurry. Are there any other ti...
To get a designed report onto the Workiva platform for the first time, or when a client first acquires Workiva and wants their previous report on the platform as a starting point, follow these steps: Design Options: There are two main pathways t...
Yes, Workiva is working to improve design aspects in Designed Reporting. Some recent updates include: A feature allowing users to lock object properties, giving them control over their document layout. Authors can then work collaboratively on obj...
For designed reporting on the Workiva platform, it is recommended to set your default measurement units under Document Properties to maintain consistency. This setting allows you to choose between inches or pixels for your entire document, ensurin...
For a dual-language document setup, one effective approach involves duplicating your original document and then ensuring that the "Keep Links to Linked Files" option is checked to maintain consistency. Here’s a simplified process: Duplicate the D...
You can find the online courses for designed Reporting in the Learning Hub on Workiva's platform. To access and start the Essential and Advanced Design Reporting learning paths, follow these steps: Log in or register at the Learning Hub. Use the ...
Yes, Workiva's Designed Reporting can also be utilized for non-designed reporting purposes. You can create a bare-bones report within the Workiva platform that can be updated and exported for various requests. This approach allows you to maintain ...
Currently, there is no on-platform support to crop images in designed reporting. Images must be modified outside of the platform and then re-imported. Regarding image rotation, you can rotate floating shapes and images in documents by using the ro...
Yes, Workiva does have CMYK capability. You can export documents from the Workiva platform as either RGB or CMYK PDFs. However, while the CMYK PDF is a direct conversion to CMYK colors, it may not match brand guideline requirements. For precise co...
In Workiva's Designed Reporting, it's currently not possible to crop images directly within the platform without affecting their aspect ratio. If you need to crop images without stretching or squishing them, it's recommended to do so outside of Wo...
It is not currently possible to insert a hyperlink over a source or destination link in Workiva. You can either have a hyperlink or a source/destination link, but not both on the same content. https://support.workiva.com/hc/en-us/articles/1082462...
In Designed Reporting, you can use the undo and redo feature to reverse changes after you cut, copy or paste content, or make manual edits. However, if you add columns and rows to match the pasted content, using undo in the matrix will not remove ...
Please contact Workiva Customer Support via phone, chat, or email.
The audit trail for Designed Reporting can be accessed through the right-hand panel in the report, where you can view audit information of each change made to a data record. You can see details such as descriptions, times, and the person who made ...
For designed reporting without a designer, the Workiva platform provides a comprehensive guide. You can create highly stylized reports directly within Workiva, using its collaborative tools without the complexity of design software. This guide wil...