Hello Community! We know that managing XBRL validations can sometimes feel like trying to decipher a different language. Resolving validation blocks is critical to an on-time filing. To help you self-serve and move past technical validation roadbl...
When rolling forward and copying a folder (i.e. interim period), is there a way to keep the attachment labels in place as placeholders where we can upload new attachments or does selecting attachments keep the attachments from the previous period?...
Hello to all, I rollforward a folder by using the button "Copy" and the result was a copy of the existing files and some other which are not appearing in the copied files. There are some ghost files which appear when you run a "Linked Files Repor...
I've assigned my external auditors the external auditor role within my workspace. As a private company, we've historically allowed our auditors edit-access within Microsoft Word to drafts of our audited financials. In Workiva, would an external ...
What is Dynamic Narrative? Dynamic narrative is the practice of allowing text within a report to automatically change based on underlying data or business logic. Rather than manually updating wording each reporting period, the narrative adapts a...
The wait is over! You can now view the full Speaker Catalog for Workiva Amplify 2026 ! Get to know the industry leaders, innovators, and subject matter experts who will be joining us in Las Vegas this September to discuss the latest in reporting, ...
Hard to believe it, but we are quickly approaching the close of our annual CSM and PSM fan voting contest. Nominations and voting will close at 11:59 pm CST this Friday, July 31st. That said, there's still ample time to shake up the leaderboard an...
Hello, I'm using HTTP Get node to connect to Databricks catalog and I can see the data in the format: {"statement_id":"xyz","status":{"state":"SUCCEEDED"},"manifest":{"format":"JSON_ARRAY","schema":{"column_count":2,"columns":[{"name":"account_id...
📆 Date: Thursday, July 30⏰ Time: 11:00 am - 12:00 pm EST🌎 Location: Virtual About this Event Join us for our next Beverage Break event on Thursday, July 30th at 11:00 am EST as we discuss the topic: Mastering Document Formatting & Style Guides...
External Translation in Workiva, is now available! This 12 minute video covers setting up an external language project, preparing and formatting documents for XLIFF export, importing translated content, and safely converting your previews into liv...
I want a way to jump to a specific page in a document within Workiva. For example, if I'm trying to follow along with someone in a PDF, I want to be able to click somewhere to type in the page number, and then have the document take me there. Ther...
I have noticed that we cannot resize text block when the text is a destination from other file. Some parts of the text relates to other policies and we don't need them to be added into certain text block, however it seems if the text is linked we ...
Hi, We are checking to see if there are any connectors in Workiva to use to connect to Dremio data source. Do we have ability to connect using ODBC connectivity? Thanks Sri
Question on if certain numbers need to be tagged...for example, "The initial conversion rate for the notes will be XX shares of the company's stock per $1,000 principal amount." Does the $1,000 need to be tagged? Further...""...at a cash redemptio...
The full agenda is live, and session registration is officially open! Whether you’re looking to sharpen your platform skills, explore the latest in Workiva AI, or earn CPE credits, now is the time to build your personal event schedule. If you are ...
Welcome to our fourth of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. Let’s be honest, one of the biggest draws to Amplify is the keynote speakers and evening entertain...
We recently updated our Applying iXBRL and XBRL Fact Properties courses. Most of the changes focused on updating and adding more videos based on your feedback. Whether it's seeing a value tagged from start to finish or an overview of fact properti...
If a company moves locations and they have the new address (tagged) on the cover page as well as the old address, does the OLD address need to be tagged or no?
Most data you interact with is likely stored in spreadsheets, such as Excel or CSV files. Spreadsheets, which organize data in a grid of columns and rows, make it easy for people to read and edit data with simple headers and an easy-to-follow visu...
Hello, We've just started implementing workiva and are considering the best way to link our spreadsheets to the document.In our spreadsheet, we hide or show rows, for example, depending on whether they are 0 or not. We’d like to automatically app...
Workiva Carbon is introducing an update to the Hybrid calculation method for Scope 3 Categories 1 (Purchased goods and services) and 2 (Capital goods). This update ensures that calculations using this method are transparent and auditable, using on...
We have an upcoming advanced Data Management training on Sept 22-25th and would love to see you there! This training is in-person and will be hosted in the Workiva NYC office. Details and registration below:Partner Signup :https://partner.training...
Hi Sustainability Community! 👋 We are thrilled that our 2026 CDP Questionnaire experience is officially live! We built this year’s updates to make collaborating and tracking progress smoother than ever. But now that it’s out in the wild, the most ...
As we continue to expand our use of the Workiva platform, ensuring our teams feel confident and equipped is a top priority. To streamline the onboarding process for anyone joining our Sustainability workspaces, we are excited to announce the laun...
Welcome to our third of five Amplify 2026 registration giveaways. To be entered into this drawing, simply add your response in the comments below. AI is quickly becoming the go-to person for the tasks we don’t want to do. And why not? It’s ligh...
We have some exciting updates regarding our Amplify conference, happening September 14–16 in Las Vegas, Nevada! We officially extended the Amplify early bird registration deadline to July 10, 2026 so you can join peers for hands-on training, exper...
🎯 Topic: Data Management📆 Date: Wednesday, July 8⏰ Time: 12:00 pm - 1:00 pm CST🌎 Location: Virtual About this Event We are excited to launch our next Workiva Community Roundtable, on Wednesday, July 8 at 12:00 pm CST as we discuss the topic: D...
Daisy Yan I noticed on one of your comments that you stated you went to the Evergreen-style format, which made your quarterly and annual roll-forward process much more efficient. Do you mind me asking what that approach was? I'm in the process of ...
On June 24, 2026, the California Air Resources Board (CARB) issued a bulletin announcing a 3-month deferral of the first-year reporting deadline under SB 253 (California's Corporate Greenhouse Gas Reporting Program). The deadline for reporting Sco...
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...
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 ...
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...
