My org would like anyone included on a specific request whether it be a creator or assignee to be able to reopen the request even it it has been completed. My understanding is that currently only Request owners, assigned reviewers, and Data Admins...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Thursday, May 15 | 12:30 p.m. ET Location: Mercedes-Benz Stadium | 1 AMB Dr NW, Atlanta, GA 30313 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’t hav...
When: Tuesday, May 20 | 12:30 p.m. CT Location: Soldier Field | 1410 Special Olympics Dr, Chicago, IL 60605 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping the wheels on the bus, you don’...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
When: Tuesday, April 29 | 12:30 p.m. CT Location: The Star (Dallas Cowboys Training Facility) | 5 Cowboys Way Suite 125, Frisco, TX 75034 Ready to tackle top issues as a team? Whether you’re preparing for the next big disruption or just keeping th...
Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
If you responded to a CDP 2024 questionnaire, note that the CDP Portal will no longer enable your access to those responses after April 23, 2025. We recommend you export your 2024 responses from the CDP Portal before April 22 for reference as you ...
I would like to be able to set up automated reminders to Action Plan Owners to update on progress of remediation. Is there a way to do this?
Hello! I was curious if anyone uses Wdesk Document and/or Certification letter within processes for signers of the management representation letters for their external audits. We are currently using Documents for preparation and review but are pul...
Check out the Learning Hub to find our latest course: EDGAR Next. This 30 minute course reviews key changes to filing and includes demos for the updated filing experience, adding filer API tokens, user API tokens, and delegating to Workiva! Happy ...
Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2025 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2025 U.S. GAAP Employee Benefit Plan (EBP) - 2025 Closed-End Fund (CEF) - 2025...
✅ Identify who should be authorized to submit SEC filings at your company ✅ All admins and users who will process filings need to obtain login.gov individual account credentials ✅ Log in to EDGAR® and check that contact information is correct fo...
I have a Source file with 2 cells, I need to Sum those 2 cells and Link it in my Destination File. How to do it?
We are currently having issues converting "(Blank)" values in Wdata into null values. We tried using numerous case statements and multiple functions to convert (blank) values into null values, but the output returns "(Blank)" values again. Are the...
Within our current audit engagements we have a Test of Design connected file where we write out the details of the design of the control and our test of one from our walkthroughs. Within the document we see we have the ability to attach documents...
Are you interested in live training options for XBRL? XBRL Review Essentials: Reviewing with Confidence is our newest virtual instructor-led training for Signature Learning! This two-hour training explores review features in Workiva with practical...
How can we align the column width of Workiva Spreadsheet with Microsoft Excel. MS Excel provide the units "Pixels" whereas Workiva Spreadsheets width its not in pixels
Do individuals need an individual account at login.gov in order to be able to set up the filing project in Workiva? This individual will not test file or live file - only set up the project with the document that will be filed. Thank you.
Hi, is it possible to export the Locate concept "view" as an excel file?: https://support.workiva.com/hc/en-us/articles/360035641472-Locate-concepts-dates-and-units best regards Benjamin
Desde Gransolar hemos identificado oportunidades de mejora en la personalización de los gráficos generados directamente en Workiva dentro del módulo de control interno. En particular, nos gustaría contar con opciones avanzadas de personalización p...
Regular expressions, or regex, are powerful tools used in Workiva Chains to identify and manipulate patterns in text data. Think of regex as a search or search and replace tool that helps you extract specific information or format data consistentl...
Has anyone had any luck using Auto Text on text in a table? I can use it in the body of content, but when I get to the table I don't seem to have the option to insert a listed number.
We’re thrilled to share that Uso do Sustentabilidade (Using Sustainability) has been newly translated into Brazilian Portuguese! This course provides foundational learning for our core sustainability solution, helping users deepen their understan...
I have JSON data from an API call which contains about 500k records and 90+ fields and I am using the Array to CSV command to convert the data to CSV before importing to a Wdata table. The Array to CSV command currently takes about 7-8 minutes to...
We're using the SOX/IC-database for some years now and over the years, some data dump accumulated, especially in the Title data type. With people turnover and organizational changes, we have now over 200 titles available and there are a couple of ...
Hi Team, We are currently performing SOX Planning activity in Excel spreadsheet manually based on balance sheet and P&L information for each company code we have. I would like to automate the entire spreadsheet. Is there any automation possibility...
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...
