As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...
NO PURCHASE NECESSARY. The Workiva Community Swag Giveaway(“Promotion”) is a trade promotion open to all legal residents of the 50 United Statesand the District of Columbia who have reached the age of majority in their state ofresidence. All feder...
What is Dynamic Narrative? Dynamic narrative is the practice of allowing text within a report to automatically change based on underlying data or business logic. Rather than manually updating wording each reporting period, the narrative adapts a...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
You’ve followed the guidance for accessibility tagging in Workiva, and exported your PDF...now what? Preparing a file in Workiva for accessibility allows you to set accessibility on many levels, however, manual review and intervention is often req...
Ready to take on 2026? See what's in store for finance, risk, and sustainability teams, as our industry experts weigh in on topics like: What will capital markets look like? ⭐️ What is the future for AI tools? ⭐️ What is the outlook for private co...
Summary of issue: Occasionally, when a user exports a file from Workiva in .xlsx or .csv format, some text—particularly characters from CJK (Chinese, Japanese, and Korean) languages—may appear garbled or unreadable in Excel. This isn't a bug with ...
The following are tips for auditors on accessing and reviewing content within Workiva. Accessing Workiva To access content in Workiva for auditing and review, you must first be granted membership in the appropriate Organization and Workspace. Ty...
You find yourself drowning your inbox during the review process? When we chat with customers about optimizing their workflows, we often hear that the review process can be painful when done outside Workiva. Luckily, Workiva offers two powerful fe...
In the Workiva platform, you have complete control over your workflow and data with advanced permissions. Watch to see it in action! Find more quick tips and tours on our YouTube Playlist. https://www.youtube.com/watch?v=PXx4Nx052AE
Are you still manually inputting data into spreadsheets? Emailing or instant messaging requests for metrics? Copying and pasting from one report to another...and another...and another? See how Workiva customers are putting together a complete data...
UPDATED JANUARY 2025 In this article, we'll explore essential best practices for document translation. We've highlighted two key options to help streamline and improve your translation process. Option 1 - Translation directly in Workiva Begin by...
Stressed out about your looming filing date? Workiva is here to help! Use these 3 best practices in Workiva and you're guaranteed to be stress-free on filing day. Here are more tips. https://www.youtube.com/watch?v=ffGSrmoaBXY
***The following should be considered before building a designed 20-F to the SEC or when utilizing the same document to produce a 20-F and designed ESEF filing. More info on dual filing can be found here, as well as instructions here. Designed R...
***Not sure what Dual Filing is? See this post for more information, and this post for any considerations. Setting up the Document in the Workiva Platform If a document is created in the Workiva Platform, we must ensure the type is set correctly...
What is dual filing? Dual Filling means that you are submitting a filing to both the ESEF regulator and the US Securities and Exchange Commission (SEC). Each company’s process differs and there is no single best practice. However, here are some...
The following instructions are a step-by-step guide with options to incorporate a Proxy Card into a Proxy document. Option 1 - Adding as an image You can add a Proxy card directly as an image to the end of your document by using the Insert→ Image...
The following are steps on how best to add external auditors to your Workiva account. Step 1 — Add Auditors to the Organization In order to have your auditors review files in your Workspace, they first need to be added to your organization. But ...
Whether you are gearing up for your management reporting cycle, or are already in the thick of it, we wanted to share some relevant templates available on the Workiva Marketplace aimed toward simplifying your process. Consider adding one or all th...
As we near the peak filing dates for Q1 '22 filings, we wanted to share some convenient templates available on the Workiva Marketplace that might come in useful this time of year. Here's some of our most favorite: Board Reporting Template Earning...
Have a pending filing? Are you locked out of Workiva? Do you need to troubleshoot a formatting issue? No sweat! Workiva Product Support is available to assist you for all your issues and questions. Our support engineers possess intricate know-how...
By CJ Occhipinti, VP of Financial Planning & Analysis, Workiva I’ve been with Workiva a little over a year now. Before that, I was a Regional CFO with a Fortune 100 company whose life would have been made so much easier with the Workiva platform. ...
https://workiva.wistia.com/medias/23r3a9vu1v You might have seen my recent posting about some tips for working from home (WFH) or this blog on Workiva.com about the SEC's regulatory flexibility during the COVID-19 pandemic. With many remote employ...
Best practice would be to split these solutions into their own workspaces. The content would need to be moved from one workspace to the new one, which would reset history on those documents. This can be done after the accounts is moved to Workspac...
Not many—creating multiple organizations creates many of the same problems Workspaces were designed to solve: inability to share data, multiple billing cycles, users with multiple usernames and audit logs, and difficulties determining exactly how ...
If you’re a customer with only one solution/workspace, yes—the Workspace Owner can also be the Org Security Admin, as well as the Org User and Org Workspace Admin.
Option A Designate someone within your IT department to serve as both the Org Security Admin (managespassword settings, SAML, and access restrictions), the Org Workspace Admin (manages the workspaces and their settings), and the Org User Admin (ad...
Laura Arterburn, Senior Director of Reporting and Technical Accounting, Workiva I love the Workiva platform (and I’m not just saying that because I also work for Workiva). In my seven years at Workiva, I’ve been involved with our initial public of...
