Q&A, tips and info about the designed reporting process with Workiva
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 ...
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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...
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...
No, currently spreadview is not available for Designed Reporting.
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...
