Q&A, tips and info about the designed reporting process with Workiva
To link metrics in text for Designed Reporting, follow these steps: Create the Source Link: Start with the content that you want to update or maintain consistently across documents. This is your source link. Establish the Links: In your Workiva ...
Wrapping text around floating tables is possible in Designed Reporting. You can style objects such as images, text boxes, charts, and shapes to wrap text around them. This feature allows for more flexibility in placing and formatting these objects...
Yes, in Designed Reporting, you can work on your report's design while reviews are still underway. The process allows for text updates to be pushed to the design in progress, creating a collaborative and efficient workflow
To edit the designed reporting for the next fiscal year without distorting the design aspect, you can employ the following techniques: Lock Floating Objects: Lock object properties like position, size, and other attributes to prevent accidental e...
Yes, Workiva has a list of recommended designers/providers for Designed Reporting. These designers are trained in Workiva and the company works closely with them. Here's a link to our Design Agency Partners. https://www.workiva.com/partners/find-p...
The text wrap options for textboxes in Designed Reporting are currently available in Presentations and allow text to flow outside the textbox. Textbox wrap options are not currently available in Documents. See: https://support.workiva.com/hc/en-us...
You can't export graphics as SVGs from Workiva because EDGAR only supports .jpg and .gif formats in filings, and any SVGs included are converted to .gif, resulting in some loss of fidelity. Additionally, SVGs are not SEC-compliant, which means SVG...
There has been an update regarding grid line alignment in Designed Reporting including addressing concerns around the anchoring of rotated floating shapes and images. Workiva now ensures that rotated shapes anchor correctly to the paragraph direct...
Yes, it is possible to connect a metric to a floating object, such as a text box, in the context of Sustainability Management within Workiva. You can connect content to an Sustainability Program metric from documents, which would automatically upd...
If you need to tag content, it must be inline, non-floating text. See https://support.workiva.com/hc/en-us/articles/21392037123988-Tagging-Floating-Objects-with-XBRL
XBRL tagging is currently not supported for floating objects in Designed Reporting. This means you cannot directly tag content within floating objects or integrate floating objects as part of a text block tag. See https://support.workiva.com/hc/e...
Regarding template layouts for slides, Workiva currently doesn't have available templates at this time. See this Workiva Help Article: https://support.workiva.com/hc/en-us/articles/360035640512-Use-slide-layouts
For designing reports horizontally in Designed Reporting, you might face challenges with ensuring that content alignment and readability meet your design expectations. It's essential to ensure that any floating content such as text boxes, images, ...
What is the best practice to layout in a designed document a Nav Bar that will change from section to section, but needs to always be in the same place on the page?
Hello!Is there a way to have a placeholder image that can be changed that is a custom shape? Like in powerpoint there is an option to create custom shaped images and if you replace that image it keeps its shape. Is that something that can be done ...
Numbers in report are shown with space as a thousand separator, ex. 1 000,0, while I would like it to be 1,000.0. How do i change this?
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...
I'm showing a sample chart from a report in progress. I'd like for the Series Labels (the bold white numbers) and the Axis Labels (years) to center vertically in their bars. Is there any way to adjust the positioning vertically? I'd really prefer ...
Hello, my question, how can I remove the footer on selected pages? Or even only partially? For example, I have an image that interferes with the footer, so I want to remove it, but leave the page number. How do I set this correctly? Many thanks an...
Please rework the way the "My Colors" palette functions. Allow us to add, edit, group, relocate, and name colors in our palette. Additionally, 16 is too limited. Why is there a limit at all? Please look at an Adobe product for reference.
Is anyone else being asked to pay $$$ for designed reporting that was demoed as a product feature at Amplify? The way it was presented at Amplify our entire team was under the impression it was a product feature that would be enabled in all worksp...
Greetings Workiva Users, We are excited to reveal a new feature to enrich your journey with Workiva: the introduction of Floating Objects! XBRL can now also be applied to floating objects. This feature allows you to utilize Floating Content within...
Hi Team As a part of our quarter-end tie out process ended we gather a few ideas to share in case the project teams can take a look and evaluate if these ideas can be included to the existing feature: Idea1: Select and apply "references" to severa...
We are using the Two Column format throughout our document but it appears that the two columns are forced to be spread evently (width wise) throughout the page. Can we modify the column widths so that the first column is rough 1/3 of the page and...
Everything you need for designed reporting, in one place. Workiva's Designer Resource Pack
Good morning, We are having a problem that I will try to explain in detail to see what options do we have. We are working with a Design Agency that is designing our Management Report. We send them different word files, pdf and Excel files, and the...
With all processes, best practices can help ensure a smooth journey. We have created guidelines and other resources to help support our users and designers through design reporting with Workiva. Click here to access the Designed Reporting Support ...
Regardez la vidéo ci-dessous pour en savoir plus sur ce qu'est l'exportateur ICML, voir comment il fonctionne et découvrir les avantages de l'intégration de ce processus dans Workiva. https://workiva.wistia.com/medias/oh5yxwv3jy Cliquez ...
Is there a way to wrap text around images? I'm currently using two columns to mimic the effect, but it doesn't look exactly how I want it to. Thanks!
