Is there any way to create a bulk of empty groups? We are looking on efficient way of creating multiple groups in multiple workspaces, current procedure - create groups one by one by adding a person and later removing it is time consuming. We have...
Hi, we came across the restriction beeing able to only add one Data Provider per metric in our ESG Program. This is quite a hindrance and is not reflecting real life processes. The accurate collection of KPIs must not be dependent on one single pe...
Brooke Mortvedt - Mike Davis Use Case Is there any direct connector or native integration between Oracle EPM FCCS and Workiva? Does Workiva ONLY support file-based ingestion (CSV/JSON) for FCCS data? Is there a way to load FCCS data directly int...
I have a template in a sheet with the formulas referencing to other sheets. Is it possible to duplicate the sheet and change the formulas references using chains? Manually, we can duplicate the sheet and use the replace all function to change the ...
As a result of customer feedback, more targeted Audit Management eLearning courses covering preparing and testing Audits, Connected Sheets and Requests are officially available! New course names: Preparing Audits for Testing: Geared towards Inte...
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...
Is there a way to add Table Header row support for floating tables. Header rows are necessary for PDF Remediation and compliance. I believe currently this is only possible for inline tables.
Can you assign a header row in a floating table? I'm only seeing that option for inline tables?
For presentations, we have a template in which we have off-print area objects / grids. These grids are excess, but may be used in certain presentations / sometimes are used as instructional pieces for report preparers. When we export the reports t...
There are a lot of moving pieces when it comes to building data integrations and automations using Chains. This quick reference guide organizes frequently used resources when setting up new workspaces and building chains. If you’re brand new to Ch...
If you’re looking to automate bringing data into Workiva from third-party systems, then Chains is here to help! Make sure you loop in the administrator for your third-party systems. You’re gonna need their help when it comes to setting up integrat...
Are you looking to upgrade your Wdata skills? We’re launching a new instructor-led training to Practice Building Wdata Tables & Queries. This two-hour session provides access to a workspace where you will build tables and queries with guidance fro...
Today is Community Manager Appreciation Day and I wanted to give a quick shout of praise to our very own Isabel Messore. Isabel joined the community team at the tail end of 2025 and promptly made her presence felt. You all experience Isabel's tire...
We usually send a review of our quarterly and annual SEC filings to a limited group of finance team members (the "finance team review"). Once we have addressed the finance team comments, we sent a review of the same document to a broader group of...
We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...
Hello, We are currently working on establishing a connection to Databricks using the HTTP Connector within Chains. We have successfully configured the HTTP POST node to connect to Databricks and receive the access token in .txt format as part of ...
Are you ready to build a polished, fully on-platform designed report end-to-end in Workiva? In this cohort-style learning experience, you’ll take a plain, unstructured report and transform it into a clean, professional, review-ready deliverable - ...
We need our users to link text from documents we don't want them to edit (i.e. they don't own the source documents but must link text from these to other documents for consistency). Currently users with View only access can't create source links. ...
📆 Date: Wednesday, January 28⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Wednesday, January 28th at 10:00 am CST as we discuss the topic Filing ...
On December 18, 2025, the Holding Foreign Insiders Accountable Act was signed into law, eliminating the Section 16(a) reporting exemption for Foreign Private Issuers (FPIs). This may impact your filing requirements and we’re here to help. What Thi...
We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...
Hello Workiva Community! 👋 We're excited to announce a major upgrade to how you manage your company’s request for fonts to be added to Workiva. We've launched a new, direct path for your font requests! ✨ What's New? If there’s a font your company ...
Mike Davis (Workiva) Our finance team requires automated, repeatable delivery of complete Trial Balance (TB) data—including zero‑value intersections—into the Workiva Wdata platform to support accurate financial reporting and reduce manual ...
📆 Date: Tuesday, January 20⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event I officially invite you to join us for our next Beverage Break event on Tuesday, January 20 at 10:00 am CST as we discuss the topic Carbon - Gett...
hi, is it possible to add history of any changes related to a sheet? currently we have history tracking changes in a cell and spreadsheet, can we add another tab between spreadsheet and cell so that we can see who make certain changes to a sheet o...
Last year our team didn't use the 2025 CDP tool in the Sustainability Explorer as it wasn't launched in time for our full project timeline. However, this year we want to use the 2026 CDP tool in the Sustainability Explorer. We have the 2025 CDP r...
Designed Reporting is evolving, and we’re excited to introduce a new pilot cohort learning experience that helps learners build skills with clarity, confidence, and momentum. Learners will now move through a more connected, blended learning journ...
We are pleased to announce that we have added support for the 2025 NT20 taxonomy for the template based Netherlands GSR solution for micro and small entities. For filers already utilizing the template functionality with the 2024 NT19 taxonomy, a t...
It would be very helpful to be able to export our 10-Q/K in .docx format with comments included in the export. Currently it seems it is only possible to export a document with comments included as a pdf. We are currently having to manually add eve...
Our newest course, Building Chains, is now available! This 20-minute course will walk you through seven foundational chain commands and events. Check it out on the Learning Hub or the Partner Resource Library! If you’re brand new to Chains, we rec...
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...