In the United States, California is leading the charge to fill the void left by the now-failed SEC Climate Rule with its new groundbreaking climate disclosure laws SB 253, SB 261, and SB 219. If you're curious about the practical implications of C...
If you responded to a CDP 2024 questionnaire, note that the CDP Portal will no longer enable your access to those responses after April 23, 2025. We recommend you export your 2024 responses from the CDP Portal before April 22 for reference as you ...
As a Gold Accredited Solution Provider for CDP (formerly Carbon Disclosure Project), Workiva will provide the content for CDP's 2025 questionnaire in Sustainability Explorer when it becomes available. In the meantime, you can get a proactive jumps...
The Power BI connector in Workiva allows for integration with Power BI, enabling you to create and manage datasets, run, export, and clone reports, as well as list dashboards and reports in Power BI. However, specific report types designed in the ...
Hello, Is there a way to upload one file of supporting evidence but link it to several ESG Program Metrics? For example, all of our HR metrics utilize the same supporting evidence file and we upload several times. We face the same thing with our G...
Hi, is there a plan to include SFDR regulation in ESG Explorer? I see this is missing from it.
Dear Workiva Team, the current Approval process within Workiva tasks is perceived as clumsy by clients. This is because the approver has limited options for returning a value. The "return metric" window that opens after clicking on return within w...
Can the metric ID be made visible in the ESG program overview page or at least in the metric page itself? Now you have to click on the 3 dots on each metric page to get the ID which is very cumbersome. The only way to identify a metric now in the ...
Hello and welcome to our first video installment of CPX Leadership Insights, a new-ish series where you’ll hear, well, insights from our own Customer and Partner Experience leadership team on a variety of topics. Today’s guest is Andrew Herrick, V...
Hi Team, We plan to create CSRD report content in our ESG Workspace and then share this report with the SEC Workspace where the CSRD content has to be included as a part of an existing financial report.Apart from 'Move' and ' Workiva Export' funct...
Multi dimension - Only one dimension is able in SMF.
After creating a task in a metric in ESG program the metric has been removed. Unfortunately the task assigned is still visible in the assignees task list. If you open the task the information is "Couldn´t load this task´s ESG metric". I am not abl...
We would like to programmatically extract the history of our tasks, from creation through final approval. Is there a way to do this in a WData query?
In the Home Dashboard I can see in Program Status some statistic about the metric/task status as shown below with the possibility to select different criteria. I would rather see this in an excel to be able to follow up for each assignee how many ...
Would it be possible to enhance the possibility for ESG program owners to change certain settings (e.g. assignee, approver, due date) in ESG program in a bulk rather than by opening each metric and its settings in metric assignment?
I am attempting to set up my first ESG Certification (and Letter) in Workiva, but I am unable to add more than one question to a Letter template. Workiva shows a navigation panel, but I do not have one. When I open the Letter template, I am prompt...
Right now in the CSRD tool, working with a multitude of assessments is very tedious as we do not have the option to show/filter assessments according to their name property (see picture below). If one person is responsible for many assessments, th...
What permissions changes, file locking, connections removal, etc., should we propose for the FY23 Report/ Factbook to ensure they are not modified further?
We like the ability to directly create metrics from the ESG Explorer (when identifying a disclosure requirement as material, e.g.). Right now, when one creates a metric using this approach, the new metric is created with a generic name (like "(Top...
Because you’re a Workiva customer, we wanted to ensure you saw the SEC’s announcement earlier today that defines new requirements for climate-related disclosures in annual reports and registration statements. In summary, the SEC’s new climate-rela...
Can we share ESG program between workspaces without the GRC workspace?
Can we share ESG Program between workspaces? If Yes ,what options and benefits ?
The problem we are trying to solve is that we want end-users who have access to a view to either see the latest available data (i.e., automatically when they load the view), or else have an easy way to refresh the data on a self-service basis. Ho...
Can a user with the "Limited Starter" role access Workiva Tasks in order to participate in Sustainability data collection? For example, can a user with this role be assigned as an Sustainability metric value assignee or approver? Will they be able...
Can I create an active link to another external document (say in SharePoint) in an ESG Task? Attachments are great, but sometimes it's easier (or even feasible) to just point to known external documents. We have a lot of content both in SharePoi...
Given a specific Metric ID (say M477), is there a way to navigate to it quickly in Workiva?
Regarding ESG Program dimensions: How many dimensions can be created/used per ESG Program (including inactive)? How many values can be created/used per dimension (again, including inactive)? Is there a known, theoretical, or practical limit to e...
We have created a consolidated workspace (ESG+GSR) which has 'Reports' as well as 'Dashboards' functionality.We have created an ESG Program in this new consolidated workspace and exploring the use of Reports and Dashboards for ESG data reporting.I...
I've set up dimensions in an ESG Program, for example: Having saved these, when I query on ESG Program data (such as through a connection to a Factbook), I want to be able to show the Dimension value name. However, a query with this program as it...
