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 Corporate Communication Alliance Partners. You can also connect...
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 ...
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...
Yes, XBRL tagging within and on Floating Objects is supported in Workiva’s Designed Reporting Capabilities
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, ...
It has been emphasized that a filer can only enroll once in EDGAR Next. Will this be done through the Workiva Enrollment Application, or will the filing team use the EDGAR Filing Management website? My company will be assigning Workiva as a delegate.
The SEC's EDGAR Business Office is hosting a webinar on Thursday, Feb. 20th at 12:30 pm CT about EDGAR Next. The recording of this event will be added to their YouTube channel. 📆 Date: Thursday, February 20, 2025 ⏰ Time: 12:30 PM - 2:00 PM CT🌎...
📆 Date: Tuesday, March 11 & Thursday, March 13⏰ Times: 2:00-3:00 pm CDT and 11:00 am - 12:00 pm CDT🌎 Location: Virtual About this Event Prepare for your upcoming 10-Q filings with SEC Pro and our panelists’ expert guidance on the latest tre...
I am experiencing an issue with time formatting in spreadsheet cells within the platform. Currently, Workiva interprets decimal numbers in base 10, which affects calculations involving hours and minutes. Identified Issue: When I enter values like...
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...
I am investigating how to connect to SAP Business Planning and Consolidation (SAP BPC) to automate ESEF reporting in Workiva. I see that there are no specific connectors for this. Would anyone know the best way to make this connection?
Does anyone know how the "arguments" in the 'Run Script' command are passed through to Python? Currenty my first argument is the specific script file and workiva is able to run it but I am getting an error where my script is asking for input(), o...
Hello, Is there a way to disable the triangle icon in the corner of formula cells? I have some sheets with large formula-driven tables, and the users find the icons distracting. Thank you! Cedric
Hi, is there a plan to include SFDR regulation in ESG Explorer? I see this is missing from it.
Workiva's Signature Learning is an advanced training offering that keeps users informed and enabled on the platform's latest features and functionality. Let's look at one of the entitlements included with your access to Signature Learning. As a S...
https://workiva.wistia.com/medias/i3g2ij0ya2
We currently leverage connected sheets for reporting and have added additional columns to the report within the module. How can I those columns to the connected report that we leverage? I.e Need the 2 new columns brought into the connected sheet t...
Hi, When we tag a text XBLR note that starts at a title or subtitle, it is not taking the list number or letter in the mapping. Attached you will find an image Thanks in advance. Regards.
We are happy to announce that the 2024 ESEF Taxonomy is now available in the Workiva platform! As mentioned in our article for ESEF Reporting Manual and Validation Updates, the European Securities and Markets Authority (ESMA) announced and publish...
We plan to file the glossy, design-heavy version of the report on EDGAR as part of the 6-K htm file. Are there any restrictions on filing a glossy version? We noticed other companies filing 6-K quarterly reports tend to submit non-glossy versions...
In presentations, is there a way to see who resolved a comment? We can see who authored the original comment but there is no history of who resolved it.
Question 1: What is the purpose and functionality of these Tokens? Question 2: What are the pros/cons of using a Filer API token versus the Workiva API token? Question 3: What is the Impact of Delegation on Token usage? Question 4: How to manage ...
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...