Are you ready to ditch the manual updates in your SEC reports? Our newest feature, Historical Roll Forward with XBRL, helps reduce the manual copying and pasting of historical data for your 10-Qs and 10-Ks. Check out our Beyond Roll Forward: Updat...
Hello, I would like to know if its possible to copy process templates from one workspace to another? Currently I have a survey that I created that I would like to copy to another workspace. Is that or will that be possible in the future? Thank you...
Hi, Is it possible to share data between two separate organisations in Workiva. The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting? Thanks
Hi,How do people usually manage in those cases where you have a paragraph that needs to be linked, but in between that paragraph, a number that also needs to be linked?A potential workaround is to compose the text in a way that the number is at th...
Ditch the data inconsistencies that come with maintaining multiple spreadsheets for your SEC reports! Our newest course, Single Source: One Spreadsheet, Multiple Reports, covers: The advantages of the single-source approach The transition process...
I am currently using Local File Sync version 1.17.0 and have started receiving notification pop-ups indicating that version 1.19.0 is now available. I have a few questions before proceeding with the update: Change Summary: Could you please provi...
My understanding is that each Workiva user has a unique ID (in a format like, e.g., V0XVc2VyMpExNzYyNzQxODgx). This is in addition to their username/displayName, e-mail address, and possible SAML ID (if they've been mapped to one). However, that U...
Debuting this month, Workiva's new Sustainability Insider newsletter provides a regular dose of tl;dr insight to help navigate the ever-evolving landscape of sustainability reporting. Succinct and to-the-point, this newsletter includes the general...
While Skip Conditions are all about skipping specific steps in your chain, don’t skip over the importance of understanding how to use them effectively! Workiva Chains allows users to automate and streamline their workflows by chaining together a s...
On June 16, 2025, the SEC has scheduled an update for EDGAR Release 25.2 which will introduce updated validation messages and also accept the 2025 IFRS taxonomy. As part of this release, the 2023 versions of taxonomies will no longer be accepted ...
If I am trying to chart sales growth on a line graph, is there a way to show the line be green above 0% and red below 0%? The dots of each point themselves I was able to manual make green vs red, but would like the line to also update based on the...
Conforme anunciado em 6 de março, a SEC adotou novas regras sobre divulgações relacionadas ao clima. Em resumo, essa decisão exigirá a divulgação de riscos, governança, finanças e emissões para alguns registradores da SEC. A decisão será implement...
Quer ficar por dentro do status da plataforma Workiva, bem como das novidades de seus produtos e recursos favoritos? A boa notícia é que você pode fazer as duas coisas e se manter informado sobre todos os acontecimentos em apenas algumas fáceis et...
Seja sobre o Workiva, seu dia a dia ou apenas um truque de vida em geral, qual seria a dica que você daria aos outros membros da comunidade?
Como membro da comunidade Workiva, você já concordou com os seguintes Termos e condições: ● Termos de uso do centro de suporte da Workiva ● Política de privacidade da Workiva ● Política de privacidade da Zendesk Caso tenha alguma preocupaç...
Bem-vindo à comunidade! A comunidade Workiva existe para oferecer aos clientes da Workiva um espaço para compartilhar suas ideias e sugestões, aprender a usar a ampla gama de produtos e soluções disponíveis e ver como os outros estão lidando com ...
Ainda não é membro da comunidade Workiva? Tudo bem, ninguém é perfeito 😉 Para participar, siga as etapas descritas no vídeo (e listadas a seguir). 1. Faça login em sua conta da Workiva 2. Clique em Ajuda > Aprenda e inspire-se > Comunidade Work...
Streamline your UK Companies House Filings with Workiva's New Direct Filing Integration Keeping up with evolving regulatory requirements can be a challenge, especially with the changes mandated by the UK's Economic Crime and Corporate Transparenc...
Based on my understanding, every filer is required to have at least two account administrators and two technical administrators. Currently, we only have one individual who is authorized to file (i.e., has filing permissions in Workiva) and prefer ...
Hello, I am building a chain to extract a document to DOCX using Workiva API. At the second step of the chain, Workiva returns in the HTTP Header the Location (i.e. URL) of the file in a JSON format that looks like this "Location":["https://ap...
Hi Team, We noticed that, while updating the description of control of one Program Year (eg: ABC), it updates the description of the same control (ABC) for all other Program Years as well. How to prevent this issue? Thanks You !
Curious how other companies use Workiva for Sustainability Reporting? Join McKenna King, Senior Sustainability Manager at Allstate, on June 24 as she discusses how they use Workiva to get ahead of IFRS S2, ISSB, and California climate disclosure l...
Will you be adding the option to make objects artifacts or decorative for ADA compliance? Similar to images?
In a document table Is there a way to align numbers on the decimal in a column of a chart? AND can you do that PLUS have the % hang?
Welcome to our third of five Amplify 2025 registration giveaways. To be entered into this drawing, simply add your response in the comments below. As mentioned here, this year marks our 14th Amplify. We’re curious, how many of the 13 prior events...
Looking to take your orchestration of Chains to the next level? Time to explore Control Sheets! Think of Control Sheets as your workflow's control panel or instruction manual. It's where you pre-enter all the necessary data to ensure everything...
Exciting update! Our Italian-language catalog just grew with the addition of Utilizzo del reporting sulla sostenibilità (Using Sustainability Reporting). This course introduces key elements of Workiva’s Sustainability Reporting Solution, including...
Hot off the press! Introducing the Data Management Suite is now available in both Italian and Brazilian Portuguese! This course shows how to streamline data workflows using Wdata, Chains, and Data Prep, all within the connected Workiva experience...
We’re excited to announce that the Piattaforma Workiva (Workiva Platform Training path) is now available in Italian! This learning path helps users access, create, collaborate, and simplify complex reporting processes in the Workiva platform. Th...
Hi I've managed to use chains to delete the latest data set in a table however If i wanted to clear the whole table how would i do that? As a bit of background manually we would upload 4 different data sets into one table at month end we would ...
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...