The historical data roll forward is not an option for my 10Q doc. Is it because my current taxonomy is different from the taxonomy used in Q2 2025? My company copies the 10Q from quarter to quarter, so the taxonomy is more current than Q2 of last ...
We are trying to build out a specific workflow for preparing and signing off on schedules within workiva, but want to be able to limit access to preparers. I'd like to connect with someone in the Workiva team who can show me the "correct" way to ...
I am not able to join the class. When I click the link on the meeting it does not provide me a way to join the Zoom meeting. Help?
I am using API endpoint https://h.eu.wdesk.com/s/wdata/prep/api/v1/table Where I am trying to create a new table. My SCOPES in Workiva are: data_tables|w,task:read,task:write,file:read,file:write,activity:read,data_tables|r All I get back is the ...
As mentioned in this month's Sustainability Insider, CDP — formerly Carbon Disclosure Project — recently published their 2026 questionnaire, along with their scoring methodology and reporting guidance. Workiva — a Gold Accredited Solution Provider...
Due to our complex entity structure we need to have the possibility to rename entity codes (dimensions), e.g. in the Sustainability Program. Creating a new entity and archiving the old one in case of changes is not sufficient for us. Thank you!
Ready to own your Sustainability Program Roll Forward? We’ve created a Step-by-Step Roll Forward Guide designed to give you total independence. This video goes beyond the basics, walking you through the full process so you can confidently launch y...
📆 Date: Thursday, May 21⏰ Time: 10:00 am - 11:00 pm CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, May 21 at 10:00 am CST as we discuss the topic Creating Proxies and Section 16 Filings in Workiv...
I have data that will be updated every year, the number of rows and groupings will not be known ahead of time (for example we could have 40 total rows, 5 are tagged with group A, 10 group B, etc. but that will change). I need to make a document co...
Buenos dias, La presentación de CCAA implica la carga de documentos PDF, opción que actualmente Workiva no lo permite. Esto hace que haya que convertir estos pdf en un documento Word para poder subirlos con los riestos que esto supone cunando se t...
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...
When I look in the SEC viewer, my cover page and level 1 tags are showing up under a "Reports" heading? I've checked all of my cover page tags and they are all DEI tags except for the one member. What is causing this and how do I get them to hav...
It would be helpful to have the ability to customize comment labels, similar to the current functionality to customize outline labels.
Hello everyone, We are currently in the process of configuring a CSRD report in Workiva and would appreciate insights from other organizations or practitioners who have already gone through this exercise. We are particularly interested in understa...
Is there functionality in place today to keep the Markups in the attached document when replaced with a new attachment? I know there is functionality to rollover the Markups from prior quarters. However, when replacing the document with the curr...
🌿 Topic: Sustainability Reporting📆 Date: Thursday, May 14⏰ Time: 11:00 am - 12:00 pm EST🌎 Location: Virtual About this Event We are excited to launch our first-ever Workiva Community Roundtable, on Thursday May 14th at 11:00 am EST as we d...
I have encountered a problem with merging cells within a range link that have a link. It's no problem merging/unmerging before I paste the range link another place, but once the link is established - merging cells wont work, and i get this error:
Our current process for 10Q/10K subcertifications is start our Certification Process in Workiva, but send out an email to all certifiers with a link to Sharepoint where we share the certifier assignments and a draft of the 10Q or 10K. How are othe...
📆 Date: Tuesday, May 12⏰ Time: 11:00 am - 12:00 pm CST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Tuesday, May 12 at 11:00 am CST as we discuss the topic Building and Filing 8-Ks in Workiva! During the ...
I am trying to move the line up in relation to the bars. When I adjust the axis min and max values and steps, the line moves but becomes flat. The data for the line is in percentages and in numbers for the bars.
I know there is a CDP API to fill out responses to CDP, however, I am wondering if any users are using their program/metrics/tasks to first collect data to then bring over to their CDP API. Is there a data collection template available for this pu...
If your Sustainability Explorer includes the European Sustainability Reporting Standards (ESRS), it now includes the draft version of the simplified Standards from the European Financial Reporting Advisory Group (EFRAG). While the simplified ESRS...
Is there a way to make a chart line have no color at all? I want the markers to show but no color on the line, not even white. Thank you
Is there a way to filter in the outline to exclude the non printing sections?
Hello Dears, I couldn't find all the roles i have here in the workiva website. Article on understanding workspace roles and organization roles don't cover all the roles here could you please give me detailed information of scope and feature on...
The March 1, 2026 release notes included information on a new feature related to streamlined access requests. It says that File Owners will receive the tasks to approve access. Who exactly gets the request? Someone just requested access for a fil...
Amplify 2026 will be in Las Vegas, and Call for Sessions is now open! To help you create a compelling submission, we have developed a list of topics and storylines that align to this year’s tracks. We can’t wait to hear from you! You have until...
📆 Date: Tuesday, April 28⏰ Time: 10:00 am - 11:00 pm CST🌎 Location: Virtual Registration Customers: Register here on the Learning Hub Partners: Register here on the Partner Resource Library Workiva Employees: Register here About t...
For the 2026 US GAAP Taxonomy release, FASB restructured the modeling of location dimensions and replaced them with new qualified name (QName) typed dimensions axes to improve consistency in financial disaggregation. The QName typed dimensions re...
Accelerate Copenhagen brings together finance, sustainability, and risk leaders for practical conversations on Integrated Reporting with Assurance, trusted data and more connected ways of working - focused on real challenges and ideas you can t...
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...