📆 Date: Wednesday, March 13⏰ Time: 12:00-1:00 p.m. EST🌎 Location: Virtual About this Event Join us for our next Beverage Break on Wednesday, March 13th at 11:00 am CST as we share and discuss options, examples, and best practices on how to ...
Because you’re a Workiva customer, we wanted to ensure you saw the SEC’s announcement earlier today that defines new requirements for climate-related disclosures in annual reports and registration statements. In summary, the SEC’s new climate-rela...
I'm working on tagging the pay v performance section of the proxy statement and having issues adding facts to the outline. The option to do so is not there. Added screenshots showing the only option to delete fact and that an outline exists.
Hi We are doing the last steps before filing on Weds. We are working on exhibits. we have to put our new pdf or word files into the exhibit for files herewith. We are all new to the SEC team for our second K. We do not remember what we did last...
I am executing a script on a chain. The script I am creating executes without any errors. The output of the script is presented in the logs, but the data output is empty. I am not sure if I am doing something wrong with python, or if I am just usi...
Can we share ESG program between workspaces without the GRC workspace?
In Excel, a macro could be used to arrange and show/hide our source worksheets for the 10-K or 10-Q, as needed depending on the filing period. It could even rename the worksheets used in both filings to keep the note numbers correct (for example,...
Whilst a preparer can add an attachment to a certification in a process, it would appear an approver can not, is this functionality available or will become available? Thanks
Hello, In our Excel, we have several SUM product formulas with two or more conditions. Although Workiva supports the SUM Product formula, it seems it is not supported when it gets more complicated (2 conditions or more) and it causes errors on the...
Can we share ESG Program between workspaces? If Yes ,what options and benefits ?
Hello, I'm trying to add hyperlinks to an external filing on EDGAR and am getting the following error: EFM.6.05.16externalReference. We did not have an issue with the error when filing last week and are only now seeing it during our XBRL roll for...
The problem we are trying to solve is that we want end-users who have access to a view to either see the latest available data (i.e., automatically when they load the view), or else have an easy way to refresh the data on a self-service basis. Ho...
In a presentation, I'm using Museo Slab 500 - in Power Point, we were able to make the font bold, but when I try this in Workiva presentations, nothing seems to happen. Is there a way to get this font to be bold? Or is Museo Slab 700 available?
I created a bulk certification and one of the recipients was unable to log on and complete his certification but did complete a manual one for me. So now, how do I manually approve or mark his letter as approved.
Have you run into a new error message related to external references in your document? We are here to provide some helpful tips to assist in locating the hyperlink as these errors are often tricky to address as they do not provide a direct link...
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¡Estamos muy emocionados de anunciar que el curso de Gestión de Auditoría ha sido traducido del inglés al español! Este curso ahora se une a muchos otros en nuestra colección "Cursos en español" en el Learning Hub. Lo que necesitas saber: Tradu...
The Workiva Instructor-Led team is thrilled to introduce a new course “Intro to Filing,” a two-hour live event training created for anyone eager to learn the basics of filing in the Workiva platform and try out their new knowledge. This course, p...
Get excited... the What is Designed Reporting in Workiva? course is live! This course provides best practices for working with your designers on a designed report in Workiva. Whether you're working with a team designing on the Workiva platform, ...
I'm getting the following error message for a handful of tags: "(DQC) The element us-gaap:TreasuryStockShares is a deprecated item.Rule version: 23.0.4" The error error message does not let me click to identify which tag this applies to - what is ...
iXBRL Viewer previously had a function to view untagged numbers in the document and I'm no longer seeing the option. Is there a way to turn on the untagged numbers?
Hi, How can we please change the Authorship colors? Thanks!
Getting started with Chains or looking for examples of Chain leading practices? Check out Chain templates created by Workiva! Workiva Chain templates are available and ready to use for all Connected customers. To find the list of current Chain te...
Using SEC continues to be one of our most popular courses. Now, it is even more accessible as our French and German translations join our existing Spanish and English offerings! What you need to know: Professional Translation: Our content was ...
Since 2020, ESEF compliance has become increasingly important for companies operating in the European Union (EU). That’s why we are excited to share that our Using ESEF course is now available in both French and German! What you need to know: ...
Hi, Is it possible to retrieve the Last Update information for a connection? I would like to make a dashboard sheet with the last update for all connections in the sheet. Br Martin UPDATE: I can use ListConnection to get lastRunDate. But it only ...
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...
We're very excited to announce that Using Audit Management is now available in three additional languages: Spanish, French, and German. What you need to know: Machine Translation (MT): This content was translated using Machine Translation to p...
We're excited to announce that our popular "Using Sustainability" course has been newly translated into three additional languages: Spanish, French, and German. This expansion marks a significant milestone in our commitment to serving our global ...
We need to download a PDF of the full filing to present to the board for consent/approval, but from the filing, when we download the PDF it doesn't seem to include any exhibits that were uploaded as Edgarized PDFs. Can there be an option to includ...
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...