I'm curious to know if any of you have hands-on experience with Wdesk (Workiva) for sustainability reporting for at least one full year? I am gathering additional insights and would appreciate it if you could share your experience and how it has w...
I need a heading on just the notes section of my financials that says my company name and then "Notes to consolidated financial statements" Is there a subheading option in a section. My heading is the table of contents for every page, so I cannot ...
We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
I have assigned certification to the user. User received the email. User was able to access Wdesk but is getting error message. Why the error message, if he received the email with the link?
I do not see the option to set reminders. Will I be able to set reminders same as in old version?
I have created and started new process. It appears as certifications have not been sent. > certification status is 'waiting' - what do I need to do change status to 'sent'?
If a classic certification / process is closed, will it be auto migrated? Thanks, Tim
📆 Date: Tuesday, June 20th⏱ Time: 1:00-2:00 p.m. CDT🌎 Location: Virtual https://workiva.wistia.com/medias/gse70h92qw About this Event Hello friends! I wanted to let you know about our next Office Hours event we’re hosting here in the Workiv...
Greetings! We at KPMG were trying out a POC where we wanted to utilize the Workiva provided Chain API “Execute a chain”. However, when we passed the required parameters and ran the script in python we were getting error 400 as response. Can you ...
Hi, There are times where deleting a single file from the Trash would be helpful. Is this possible or will it be soon?
Hi, Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks!
To assist with efficient communication of outstanding requests, is there a way to automatically generate a requests summary report of all outstanding requests for an assignee that can be sent on a specified frequency? For example, every week an em...
Hi, I just created two test certifications using the new process. In the first one there are no exceptions to the questions and the summary shows "completed", yet the responses tab/icon shows a status of "pending review" for every question. In t...
Hello, everyone! We have decided to give users a little more time to get used to the new binders product and are waiting to deprecate all classic binders until June 21st. Also, this week we will be releasing the ability to send a binder for revi...
Hello, is it possible to stop automated email notifications on creating and editing Tasks? I would like the first email notification on a task being send a couple days before due date.
I fear I might have been the only one using the "People" functionality in the old Account Admin - but I used THE HECK outta that tool to see all the groups that a given user was a member of in a workspace. Is there any plans to incorporate that fu...
One area of feedback that came out of our Q1 debrief was the interest in getting status of the draft out to the team more frequently and timely on draft nights. One thought I had regarding this is if there was a way to use outline labels to indica...
Dear Community, I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc. Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validati...
Hello. I am trying to upload a text file as a test sample. I have tried every version I can think of and keep getting the same 404 not found. Here is my code. curl -v -X POST -H 'Content-Type: application/json' -H 'Accept: application/json' -H "A...
How do I create a certification template from my already existing files I migrated to the new experience?
When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?
📆 Date: Tuesday, June 13⏱ Time: 8:00-11:30 a.m. EDT🌎 Location: DoubleTree by Hilton Hotel Pittsburgh - Cranberry 910 Sheraton Drive Mars, PA 16046 United States ...
Hi there! Should I be able to see processes that have been drafted but not run yet in the processes tab on the home page of my workspace? I need to access processes that are in the build phase but have not been run yet with a status that says some...
Hello filers! As a reminder, the EDGAR system and SEC mailroom will not receive, process, or accept filings on May 29 in observance of a federal holiday. EDGAR filings that have already been posted to the website will be accessible as usual. View ...
We've created templates for our users to set as their Primary Dashboard on their Home page. These templates contain charts, reports, and other widgets that our users commonly access. However, when we update an existing template (ex. add a chart or...
Hello, I am trying to use the API token to retrieve list of tests. I use the following code to get the token which works successfully but I am not sure what I am doing wrong in supplying the token to the command. token=`curl -X POST -H "Content-T...
Hello! I am having a problem with my chain. This chain helps with the rollforward by coping the information of an specific range of cells of the current year and pasting it in another range of cells of the past year. The problem appears when a per...
Again, this would be immensely helpful and I have never received a good reason why it isn't being implemented. The number of steps to go through to confirm who made a change in the blackline, given the other functionality obviously available with...
So thankful for the cut, copy and paste functionality added to the document markup function. Thank you for providing this. https://support.workiva.com/hc/en-us/articles/15898538790676-Release-Notes-May-15-May-21-2023
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...
