Hi Workiva Team, We have recently received a client request regarding due dates in the Sustainability Program. The client has fixed monthly due dates for data submission and data approval. They expect that if a due date falls on a Saturday or Sund...
Hello - we are new to using the Sustainability Program, and we have many data owners and data approvers who will need to take action on a metric, either to enter a metric value, or review/approve/return a metric value. We thought we could use Work...
As you likely heard, California enacted climate disclosure laws that impact companies doing business in the state. On August 21, the California Air Resources Board (CARB) hosted their second public workshop for stakeholders, the reporting requirem...
Hello and welcome to our second episode of CPX Leadership Insights for the 2025 season. We're changing it up this time around. This time I'm lucky enough to snag two guests, Danielle Middlebrook, VP of and Danny Smith, And instead of Workiva HQ,...
As part of the Corporate Sustainability Reporting Directive (CSRD) Omnibus, the European Financial Reporting Advisory Group (EFRAG) published Exposure Drafts of the simplified European Sustainability Reporting Standards (ESRS), along with addition...
We're reaching out because we encountered something unexpected during our Workiva setup, and we wanted to check whether this is something that Workiva is currently addressing or planning to address in the near future. One of the key reasons we c...
Workiva's Sustainability Management features — like Sustainability Program, Sustainability Explorer, and Carbon — help simplify the ever-evolving requirements of mandatory sustainability disclosures from California Climate legislation, US Securiti...
To help ease data collection in Sustainability Program, you now have more control and management over metric values and their tasks, with respective views for both. Values From a metric, you can now set up the values it collects, based on collect...
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...
Seeking to update Sustainability Explorer with Mexico NIS A-1 and B-1 framework for program development and metric alignment.
My team is looking to understand how to best use Workiva to record data restatements and maintain original submissions. We restate select metrics each year due to data availability at the time of disclosure publication, and we need to update tasks...
In the United States, California is leading the charge to fill the void left by the now-failed SEC Climate Rule with its new groundbreaking climate disclosure laws SB 253, SB 261, and SB 219. If you're curious about the practical implications of C...
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 ...
As a Gold Accredited Solution Provider for CDP (formerly Carbon Disclosure Project), Workiva will provide the content for CDP's 2025 questionnaire in Sustainability Explorer when it becomes available. In the meantime, you can get a proactive jumps...
The Power BI connector in Workiva allows for integration with Power BI, enabling you to create and manage datasets, run, export, and clone reports, as well as list dashboards and reports in Power BI. However, specific report types designed in the ...
Hello, Is there a way to upload one file of supporting evidence but link it to several ESG Program Metrics? For example, all of our HR metrics utilize the same supporting evidence file and we upload several times. We face the same thing with our G...
Hi, is there a plan to include SFDR regulation in ESG Explorer? I see this is missing from it.
Dear Workiva Team, the current Approval process within Workiva tasks is perceived as clumsy by clients. This is because the approver has limited options for returning a value. The "return metric" window that opens after clicking on return within w...
As mentioned in What's New in Sustainability you can now use Find & Replace to update the details of multiple Sustainability Program metrics at once, in bulk. This can come in particularly handy when you need to reassign metric values' data collec...
Can the metric ID be made visible in the ESG program overview page or at least in the metric page itself? Now you have to click on the 3 dots on each metric page to get the ID which is very cumbersome. The only way to identify a metric now in the ...
Hello and welcome to our first video installment of CPX Leadership Insights, a new-ish series where you’ll hear, well, insights from our own Customer and Partner Experience leadership team on a variety of topics. Today’s guest is Andrew Herrick, V...
Hi Team, We plan to create CSRD report content in our ESG Workspace and then share this report with the SEC Workspace where the CSRD content has to be included as a part of an existing financial report.Apart from 'Move' and ' Workiva Export' funct...
We would like to programmatically extract the history of our tasks, from creation through final approval. Is there a way to do this in a WData query?
In the Home Dashboard I can see in Program Status some statistic about the metric/task status as shown below with the possibility to select different criteria. I would rather see this in an excel to be able to follow up for each assignee how many ...
Would it be possible to enhance the possibility for ESG program owners to change certain settings (e.g. assignee, approver, due date) in ESG program in a bulk rather than by opening each metric and its settings in metric assignment?
I am attempting to set up my first ESG Certification (and Letter) in Workiva, but I am unable to add more than one question to a Letter template. Workiva shows a navigation panel, but I do not have one. When I open the Letter template, I am prompt...
Right now in the CSRD tool, working with a multitude of assessments is very tedious as we do not have the option to show/filter assessments according to their name property (see picture below). If one person is responsible for many assessments, th...
What permissions changes, file locking, connections removal, etc., should we propose for the FY23 Report/ Factbook to ensure they are not modified further?
We like the ability to directly create metrics from the ESG Explorer (when identifying a disclosure requirement as material, e.g.). Right now, when one creates a metric using this approach, the new metric is created with a generic name (like "(Top...
