Is there a way to dynamically generate duplicate reports in a document based on the number of rows in a sheet?
Hi, I have a list of entities in a spreadsheet and a 1 page report format that I'd like to have repeated for each entity in the spreadsheet. For example, if there are 5 entities, I have a single document with the same report format repeated 5 times in a row.
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Hello and welcome to the Community, Joe!
Great question. One way this could be achieved would be by copying the content needed, or by saving a template version and recreating the Document and Spreadsheet from those templates.
For example, you can copy a single file, or Folder with many files, and when copying you can choose what level of copying you want, i.e. what should be linked. Here's an article on that process. https://support.workiva.com/hc/en-us/articles/360035639992-Copy-a-file-or-folder
Additionally, you could create templates of this setup and then create from templates as opposed to copying the file(s). Here's some articles on templates:
- https://support.workiva.com/hc/en-us/articles/360045940231-Document-templates
- https://support.workiva.com/hc/en-us/articles/360035643112-Spreadsheet-templates
Let me know if I've totally missed the mark, or you have any follow-ups for me.
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Hi, were you able to solve the issue? I am trying to do the same thing -- Same report but multiple times. In my case, over 100 times so copying the documents over and over again is not really feasible.
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I'm still new to chains, but I'm wondering if you could build a chain to iterate through the list and create a document for each one.
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Alice Helmke that was my idea too but I'm not too sure whether chains is capable of doing so.
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If you don't get an answer here, maybe talk to your CSM to see what Workiva can do to help! Good luck! I'm curious to know how this ends!
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Hi Ian
There is no native feature in Workiva that auto-generates repeated document sections based on the number of rows in a spreadsheet. However, the approaches from the previous response still apply and can be combined with newer capabilities:Option 1: Copy a File or Folder (still valid)
- Copy a single file or an entire folder, choosing your preferred linking behavior (e.g., keep links to original source files, or create copies of all source files)
- This works well if each entity needs its own separate document + spreadsheet setup
- Copy a file or folderOption 2: Create from Templates (still valid + updated)
- Save your 1-page report document and/or entity spreadsheet as templates
- Create new files from the template for each entity
- Templates preserve formatting and content structure, but you cannot link from a template itself — only from files created from it (Document templates & Spreadsheet templates)Option 3: Duplicate Document Sections Manually + Link Data
- Keep all entities in a single document by manually duplicating the 1-page report section (one per entity)
- Use range linking to pull each entity's data from the corresponding row in your spreadsheet into each section
- Pro tip: Use Ctrl+Shift+click to multi-select sections for faster bulk duplication.Option 4: Chains for Data Population (newer capability)
- If the entity list changes dynamically, a Chain can be configured to read rows from your entity spreadsheet and write entity-specific data into pre-built report sections (Chains and scripting usage guidance)
- The document structure (i.e., the number of repeated sections) still needs to be manually pre-built — Chains cannot dynamically insert new document sections
Key Limitation (unchanged from 4 years ago): Workiva cannot automatically scale the number of report pages/sections based on row count. The structure must be set up manually first, then data can be populated dynamically.0U moet u aanmelden om een opmerking te plaatsen.
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