As a reviewer, I use the testing view to see my cue because the dashboard "MY TASKS" view is usually incomplete. For example, right now it shows that I have 8 tasks, if I go to the Reviewer view in TESTING and sort for my name, I actually have 10....
Hi Team, we have created an 'overall' process for all 2026 reporting tasks and created sub process groups within this 2026 process to organize all process steps (first and final delivery of an input file, first and final completion of a check file...
One feature that would significantly improve both security and usability is the ability to enforce SSO while still allowing email-based authentication links for certifications. Today, organizations must choose between requiring SSO for all users o...
Hello, i am curious if there is an article or community post that you can point me to that explains the differences between Full Precision and As Displayed (the impact on the data, recommended uses for each, downfalls for each). We have had round...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Within Wdata, please create a refresh all button to simultaneously refresh all datasets within a table. In my screenshot, you will see multiple datasets with refresh buttons (circular arrows indicated with red box). There needs to be a refresh al...
Basically we have Net premiums earned presented on the income statement with the calculation relationship Net premiums written + (Increase) Decrease in Net unearned premiums. This becomes an issue because we also present Net premiums earned in our...
Our organization is looking into using the IP Address Allowlist security feature. Does anyone else currently use this security feature for their organization and can provide insight on any issues they encountered once implemented (i.e. lock-outs,...
I am getting this error for every concept in my AFS footnote. Our outline looks to be structured correctly, but it isn't liking something. Has anyone had this issue or can someone assist?
We have an annual report with the layout design is a mix of 2 and 4 columns. However, when we use the automatic footnote function (e.g., in inline tables), this is a default 1 column setup - with no possibility to change to 2+ columns. This makes ...
We are using the automatic footnote function in inline tables and in some cases we have multiple footnotes on one line item If we want to delete one of them (say delete footnote 2, but keep 1 and 3), it is currently not possible to delete individu...
When this says "once selected, it will be set for all users," does that mean it will be set for all facts? This is actually a very useful change so hoping this can be set once and applies to all facts in a document. In fact, I suggest this be the ...
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...
Welcome to our final Amplify 2026 registration giveaway. To be entered into this drawing, simply add your response in the comments below. Now that session registration and curated agendas are available, we’d like to know what session(s) or path(s...
We have text filled in via Message file node in the chains: "The length of books is not being supported for Entity with code/s <variable> Books used: <variable>. Please reupload the report with revised books. If the issue still persists please rai...
Hello Community! We know that managing XBRL validations can sometimes feel like trying to decipher a different language. Resolving validation blocks is critical to an on-time filing. To help you self-serve and move past technical validation roadbl...
When rolling forward and copying a folder (i.e. interim period), is there a way to keep the attachment labels in place as placeholders where we can upload new attachments or does selecting attachments keep the attachments from the previous period?...
Hello to all, I rollforward a folder by using the button "Copy" and the result was a copy of the existing files and some other which are not appearing in the copied files. There are some ghost files which appear when you run a "Linked Files Repor...
I've assigned my external auditors the external auditor role within my workspace. As a private company, we've historically allowed our auditors edit-access within Microsoft Word to drafts of our audited financials. In Workiva, would an external ...
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...
The wait is over! You can now view the full Speaker Catalog for Workiva Amplify 2026 ! Get to know the industry leaders, innovators, and subject matter experts who will be joining us in Las Vegas this September to discuss the latest in reporting, ...
Hard to believe it, but we are quickly approaching the close of our annual CSM and PSM fan voting contest. Nominations and voting will close at 11:59 pm CST this Friday, July 31st. That said, there's still ample time to shake up the leaderboard an...
Hello, I'm using HTTP Get node to connect to Databricks catalog and I can see the data in the format: {"statement_id":"xyz","status":{"state":"SUCCEEDED"},"manifest":{"format":"JSON_ARRAY","schema":{"column_count":2,"columns":[{"name":"account_id...
📆 Date: Thursday, July 30⏰ Time: 11:00 am - 12:00 pm EST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, July 30th at 11:00 am EST as we discuss the topic: Mastering Document Formatting & Style Guides...
External Translation in Workiva, is now available! This 12 minute video covers setting up an external language project, preparing and formatting documents for XLIFF export, importing translated content, and safely converting your previews into liv...
I want a way to jump to a specific page in a document within Workiva. For example, if I'm trying to follow along with someone in a PDF, I want to be able to click somewhere to type in the page number, and then have the document take me there. Ther...
I have noticed that we cannot resize text block when the text is a destination from other file. Some parts of the text relates to other policies and we don't need them to be added into certain text block, however it seems if the text is linked we ...
Hi, We are checking to see if there are any connectors in Workiva to use to connect to Dremio data source. Do we have ability to connect using ODBC connectivity? Thanks Sri
Question on if certain numbers need to be tagged...for example, "The initial conversion rate for the notes will be XX shares of the company's stock per $1,000 principal amount." Does the $1,000 need to be tagged? Further...""...at a cash redemptio...
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...
