Hello Workiva team, I would like to suggest an enhancement to improve governance and workflow control within documents in Workiva. Currently, there is no automated mechanism to manage document changes based on section lock/unlock status or to dyna...
On March 27, 2026 FERC announced the release of the 2026 taxonomies which are now available within the Workiva Platform and enabled on all FERC-related Workspaces. The new 2026 taxonomies are required to be used for the following FERC Form Filings...
On March 27, 2026 FERC announced the release of the 2026 taxonomies which are now available within the Workiva Platform and enabled on all FERC-related Workspaces. The new 2026 taxonomies are required to be used for the following FERC Form Filings...
We’re excited to announce new live Data Management classes in April: Practice Building Chains, Practice Troubleshooting Chains, and Practice Automating Digital Reporting. These classes provide the opportunity to build automations using Wdata and C...
With the new look and feel of certifications that rolled out recently, I can't figure out where to customize initial email notifications. This release notes from 2023 shows how to do it before the change: Release Notes: July 10 – July 14, 2023 – S...
In light of Workiva incorporating AI within some of its offerings' functionality, is there a plan to utilize such for XBRL?Seems a great case for AI generative responses would be for tagging XBRL. For instance, it would seem that the current Work...
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...
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...
Hello! I have been working on a stacked bar graph to create a visual for one of our statutory financial reporting requirements. I'm quite pleased so far with the outcome of the chart, yet unfortunately, we have no flexibility with the order of the...
We have encountered with few use cases: 1)Function Text + Month is not working as expected, as per below I would expect to receive value as "DEC", however final result is "Jan". Tried to modify MONTH value bus the outcome still the same "Jan" 2) ...
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2026 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2026 U.S. GAAP Employee Benefit Plan (EBP) - 2026 Closed-End Fund (CEF) - 202...
Does anybody have any tips (custom formatting or otherwise) that would allow for true zeroes to be shown as dash ("-") but figures rounded to zero (ie. $499,000 shown in Millions, 0 decimals) shown as "0". I am trying to avoid adding a separate co...
Is anyone else experiencing issues with array formulas (ex., Unique, Filter, etc) when exporting from Workiva to Excel? We’re seeing cases where these formulas don’t carry over in the Excel export. Curious if this is a known issue or something oth...
When setting up the Workiva connector there are a number of issues that can occur, below we cover the most common ones. If none of these help you please contact our support team and make sure to include the full error message. Error authenticating...
There used to be an option to skip the task but recently I do not see that as an option anymore. Does the functionality to skip the task still exist and if so, where does one find that option. Otherwise, is our only option to either delete the t...
作為全球通訊策略更新的一部分，我們已將電話服務整合到我們設有實體辦公地點的地區。這使我們能夠確保最高的通話質量，並嚴格遵守當地的監管標準。因此，我們將停止為德國、香港和瑞典提供專用支援熱線。 雖然具體數字有所變化，但我們對在地化支援的承諾卻不斷擴大。為了更好地服務我們多元化的社區，我們透過所有活躍的電話線路提供超過 190 種語言的 24/7 全天候即時翻譯服務。這確保您無論身處何地，都能用您偏好的語言與我們的團隊進行有效溝通。 如需聯絡我們，請造訪 Workiva 聯絡與支援目錄 ，並撥...
Som en del av en uppdatering av vår globala kommunikationsstrategi har vi konsoliderat våra telefonitjänster till regioner där vi har ett aktivt fysiskt kontor. Detta gör att vi kan säkerställa högsta möjliga samtalskvalitet och strikt följa lokal...
Im Zuge der Aktualisierung unserer globalen Kommunikationsstrategie haben wir unsere Telefondienste auf Regionen konzentriert, in denen wir über aktive Niederlassungen verfügen. Dadurch können wir höchste Gesprächsqualität gewährleisten und die lo...
Hi all — is anyone using Workiva to collect control evidence on an ongoing basis? One of my main challenges in managing the SOX testing program is timely evidence submission from control owners. I’m considering implementing a process where: Evid...
Hello! My team has predefined rounding rules for our ESG disclosures, and I'm curious if there's a way to add or pre-populate our rounding rules within our Factbook? Right now, our Factbook automatically pulls through the submitted/approved data ...
Get ready to resolve chain failures faster and with more confidence! Troubleshooting Chain Failures walks through common troubleshooting steps and solutions, when to engage with your technical experts, and how to engage with Support. If you’re bra...
We want to provide an update regarding a rendering discrepancy some of you may have noticed within the Workiva FERC Viewer, specifically concerning Schedule 404 in Form 1. What is happening? Currently, Schedule 404 does not appear in the Workiva F...
📆 Date: Thursday, March 26⏰ Time: 10:00 am - 11:00 am CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, March 26 at 10:00 am CST as we discuss the topic Designed Reporting for Proxies and ARS. Du...
I get a red box infront of my page number in Workiva that creates a problem for my table of contents in the report, where the page number witha squere box infront gets goes on a line below the text in the table of contents. How to i edit what is a...
Hello Workiva Team, I would like to suggest an enhancement related to document and presentation formatting within Workiva. Currently, there is limited ability to perform bulk updates of colors, fonts, and styles across an entire document or presen...
Hello Workiva Team, I would like to propose an enhancement to Workiva’s charting capabilities by introducing advanced features similar to those available in think-cell. Currently, while Workiva supports basic chart creation, it lacks more advanced...
Hello Workiva Team, I would like to request an enhancement related to importing content from Microsoft PowerPoint into Workiva. Currently, when charts are imported or pasted from PowerPoint into Workiva Documents or Presentations, they are convert...
Is there a way to limit the periods shown in my bar chart? I have my bar chart connected to a different spreadsheet that has multiple periods listed in it, but i only want my bar chart to show the last 2 periods. Can i filter this somehow?
Hi- Does anyone know how to delete a filtered view in spreadsheets? We have many views that were created and saved by employees no longer with the company and could like to delete those views. Thanks!
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...
