Hi, Is is possible to export the certification audit trail within the reporting screen? When exporting either the 'process' or 'certification responses' tabs, there is no visibility as to when the preparers or approvers have actually signed off th...
UPDATED JULY 1 - EARLY BIRD DEADLINE EXTENDED Every Workiva Amplify ends on a high note, and Amplify 2026 is turning the volume all the way up! After three days of mastering the future of integrated data, compliance, and AI at Resorts World in La...
Would it be possible to have an option to "Open files as viewer"? We already had some cases when editors or owners have opened certain file just to compare some information an accidently changed part of information, of course we had history and we...
UPDATED JUN 30. DEADLINE EXTENDED TO JULY 10. We’re excited to open nominations for this year’s Workiva Customer Awards—and this year, we’re making it easier than ever to recognize the people driving meaningful change. Whether you're proud of a tr...
Hi, We fully tagged our 2025 Form 11-K in-house and received one validation error (see screenshot attached). The error relates to us-gaap:EmployeeBenefitPlanNetAssetAvailableForBenefit being included in the presentation linkbase but not in a cal...
Hello - we've been adding alt tags for accessibility to our documents in Workiva. But we find that if we add the al tag to the table properties or object properties for objects embedded into a table, they do not export to the PDF - while alt tags ...
Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...
Join your peers in finance, risk, and sustainability to connect, learn, and get ahead with Workiva. ✅ Expert insights: Hear how to connect data, AI, and assurance to strengthen decision-making. ✅ Peer networking: Share strategies with local peers...
Welcome to our first of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Amplify Americas 2026 is returning to Las Vegas and we’ll be giving away five (5) free tickets right...
Would you believe we are now just over 60 days away from Amplify Americas in Vegas?! Wow, time flies! While early-bird registration is up and running, we’re excited to announce that here in the Workiva Community we’ll be hosting our Amplify givea...
NO PURCHASE NECESSARY. The Workiva Community Amplify Americas Registration Promotions (“Promotion”) are a trade promotions open to all legal residents of the 50 Contiguous United States and the District of Columbia who have reached the age of maj...
I have a multi-page inline table with gray horizontal lines dividing rows. There is an assigned header row with thicker dark lines. The header row's line is layered beneath the gray lines from the preceding page. I can't seem to layer the header r...
Hello Workiva Community, We are looking for some clarification on the behavior of Accept Changes and Reject Changes permissions within Documents. Under Document Properties, there is a setting that allows us to specify whether changes can be accept...
Hi friends! We are thrilled to offer an exciting path for you to attend Amplify on us! It's as straightforward as giving a massive shout-out to your stellar Professional Services Manager (PSM). From now until July 31st, head over to nominate your ...
Hello there Workiva Community! We’ve got an incredible way for you to join us at Amplify—completely on our dime. The best part? All it takes is giving some well-deserved recognition to your amazing Customer Success Manager. From now until July 31s...
Currently if a large number of support are submitted into a sample request, the dropdowns to perform markup do not allow for easily organizing and accessing the samples further down in the upload. If there were more options around being able to ac...
Hey Workiva Sustainability Community! 👋 Sustainability teams spend enormous amounts of time collecting data. The next challenge is turning that data into insights, identifying risks, and communicating results to stakeholders. Use AI to move fast....
My company is starting to explore using Claude connectors / MCP into our ERP to help improve efficiency around flux analysis, reconcilations and more. Is anyone else looking into this yet? I am trying to understand the full impact on SOX scoping...
We are working on including NL GAAP XML integration into our Financial statements, however before making any actions I would like to understand few things: We have working XML spreadsheets for micro and small companies in other template, however ...
The Data Quality Committee (DQC) approved a new round of DQC rules for Version 29. The effective date for these rules will be for filings submitted on or after June 1, 2026. The DQC plug-in tool has been updated and released in the Workiva platfor...
My team currently uses the Attachment function as a way to perform our tie out because we like the ability to highlight text and tables then immediately get an attached call-out box that we can then enter a tie out reference. We believe a similar ...
Hi Community! 👋 Posting today on behalf of my customer, who is focused on an exciting goal: expanding their in-house design and formatting capabilities within Workiva for their upcoming Sustainability Report. They want to get the most out of Worki...
Let’s be honest—gathering accurate Scope 3 data often feels like chasing a moving target. If you’re tired of chasing down suppliers or relying on generic industry averages for your Purchased Goods and Services (PGS) calculations, you are definitel...
We are thrilled to announce that registration is officially open for Workiva Amplify 2026, happening September 14–16 at Resorts World Las Vegas. Amplify is the premier conference for finance, accounting, sustainability, and risk professionals to j...
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...
Is there a way to have a line appear beneath the columns in a line/column chart?
We are thrilled to launch persona-based training on the revamped Workiva Learning Hub! This upgraded training approach delivers a tailored experience built around how you use the platform in your day-to-day work. What’s new? Some people own entire...
Hi everyone! I manage my company's sustainability program, so I’m constantly trying to keep a pulse on where all of our data collection efforts stand. I need to be able to quickly answer questions like: What’s overdue? Where are things stuck? Who...
Hello, I created a box to use as shading behind a chart. Setting the wrapping style to "behind text" seems to be the only way to layer it behind the chart (whether inline or floating or an image is a floating table). When I move it the location I ...
Query regarding: Connect source Workiva files to Sustainability Program valuesWhen we reset the task will it go to Data Preparer or last reviewer?
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...