I find it difficult sometimes to copy and paste. I'll copy something and paste it, and it is copying something I had previously copied. The only solution sometimes is to totally exit Workiva and start all over again. Also, is there any feature tha...
Hi , We want to connect our SAP S4HANA On-premise system with workiva, where we want to use CDS View from S4HANA to load data into workiva..? Tried to find some standard document but unable to find how to integrate. Please let me know if anyone h...
I have several chains that run code to gather latest data from datbase, format files, upload files to table, then refresh queries and connections. Can I set up a button or shortcut within my spreadsheets to run these chains? Trying to get more peo...
I have a lot of text within a table cell, is there a way to select a number or a sentence and make it into a source link? This doesn't seem to be the case but I wanted to confirm, in case I'm doing something wrong. Thanks.
I'm having trouble with adding a footnote to a page that already has several footnotes. When I attempt to add an additional footnote, it bumps that section of text and all that follows to the next page. There is space at the bottom of the page and...
Currently, Assignee at step 2 and the subsequent assignees cannot send back the workflow. Currently, there is only 'submit' button for the signers. The signer has to click on modify and add comments in order to return it to submitter. This creates...
Hello, One of my exhibits for my filing renders best as a PDF. Am I able to hyperlink this PDF within my exhibits or do I have to use a different file format in order to be able to hyperlink. Thanks in advance!
Hi team, I have a footnote in Workiva, and looks like the below. I am unable to remove the 1 with backspace and have gone into section footnote properties but there is no option to remove. Please advise. Thanks Dividends 1
Hi Is it possible to convert a column to an array with the following structure? I don't want to include the column name in the result.["11111", "22222", "33333"]
I have several users who I have added to the SSO bypass group but when they try to login they are still getting prompted to login via SSO.I have double checked the emails in the sso bypass and the user itself are the same
Hi, Is there an ETA for the spreadsheet permissions API endpoints to be promoted to production and be safe to use? https://developers.workiva.com/prototype-platform/prototype-spreadsheetpermissionsmodification/ Thanks
Hi everyone, We are in the process of implementing Controls Management for a client and have a new requirement. Is it possible to automatically populate systems/assets to controls based on classifications? Alternatively, if specific field values...
Hi all I was wondering if anyone has a solution for the following. We have a number in one of our notes. lets say it's 5,058 in a table. We have it tagged as thousands. all is well. In review they have re written a paragraph right before the ...
We experienced technical difficulties during our recent webinar and our primary host lost power during the presentation. As such, no recording is available. However, we were able to curate answers to these insightful questions below. You may also...
To get a designed report onto the Workiva platform for the first time, or when a client first acquires Workiva and wants their previous report on the platform as a starting point, follow these steps: Design Options: There are two main pathways t...
Yes, Workiva is working to improve design aspects in Designed Reporting. Some recent updates include: A feature allowing users to lock object properties, giving them control over their document layout. Authors can then work collaboratively on obj...
For designed reporting on the Workiva platform, it is recommended to set your default measurement units under Document Properties to maintain consistency. This setting allows you to choose between inches or pixels for your entire document, ensurin...
For a dual-language document setup, one effective approach involves duplicating your original document and then ensuring that the "Keep Links to Linked Files" option is checked to maintain consistency. Here’s a simplified process: Duplicate the D...
You can find the online courses for designed Reporting in the Learning Hub on Workiva's platform. To access and start the Essential and Advanced Design Reporting learning paths, follow these steps: Log in or register at the Learning Hub. Use the ...
Yes, Workiva's Designed Reporting can also be utilized for non-designed reporting purposes. You can create a bare-bones report within the Workiva platform that can be updated and exported for various requests. This approach allows you to maintain ...
Currently, there is no on-platform support to crop images in designed reporting. Images must be modified outside of the platform and then re-imported. Regarding image rotation, you can rotate floating shapes and images in documents by using the ro...
Yes, Workiva does have CMYK capability. You can export documents from the Workiva platform as either RGB or CMYK PDFs. However, while the CMYK PDF is a direct conversion to CMYK colors, it may not match brand guideline requirements. For precise co...
In Workiva's Designed Reporting, it's currently not possible to crop images directly within the platform without affecting their aspect ratio. If you need to crop images without stretching or squishing them, it's recommended to do so outside of Wo...
It is not currently possible to insert a hyperlink over a source or destination link in Workiva. You can either have a hyperlink or a source/destination link, but not both on the same content. https://support.workiva.com/hc/en-us/articles/1082462...
In Designed Reporting, you can use the undo and redo feature to reverse changes after you cut, copy or paste content, or make manual edits. However, if you add columns and rows to match the pasted content, using undo in the matrix will not remove ...
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The audit trail for Designed Reporting can be accessed through the right-hand panel in the report, where you can view audit information of each change made to a data record. You can see details such as descriptions, times, and the person who made ...
For designed reporting without a designer, the Workiva platform provides a comprehensive guide. You can create highly stylized reports directly within Workiva, using its collaborative tools without the complexity of design software. This guide wil...
To link metrics in text for Designed Reporting, follow these steps: Create the Source Link: Start with the content that you want to update or maintain consistently across documents. This is your source link. Establish the Links: In your Workiva ...
Wrapping text around floating tables is possible in Designed Reporting. You can style objects such as images, text boxes, charts, and shapes to wrap text around them. This feature allows for more flexibility in placing and formatting these objects...
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...