Workiva Training​​​​​

• Workiva training held on May 12, 2025 (full video)
• How to Attach Files in Workiva
• How to Complete the GAAP Contact Reporting Package in Workiva
• How to Export and Print Files from Workiva
• Common Input Errors in Workiva
• General Workiva FAQs

Reporting Package Training

• Cash and Investments Video Tutorial
• Recording of Cash and Investments Training Held on May 23, 2024
• Recording of Other Receivables Training Held on May 23, 2024
• Recording of Grants and Contributions Revenue Training Held on May 30, 2024
• Recording of Prepaid Expenses Training Held on May 31, 2024
• PowerPoint Presentation from Training Held on May 31,2024
• Recording of Capital Assets Training Held on May 31, 2024 – Part One
• Recording of Capital Assets Training Held on May 31, 2024 – Part Two
• Recording of Capital Assets Training Held on May 31, 2024 – Part Three
• PowerPoint Presentation from Training Held on May 31, 2024
• Recording of Accounts Payable Training Held on May 30, 2024

Sample Reporting Packages

• 3.01 Cash and Investments Reporting Forms - example (Excel)
• 3.03 Grant/Contribution Revenues Reporting Forms - example (Excel)
• 3.04 Other Receivables Reporting Forms - example (Excel)
• 3.08 Capital Assets Reporting Forms - example (Excel)
• 3.09 Lease Reporting Forms - example (Excel)
• 3.11 SBITA Reporting Forms - example (Excel)
• 3.13 Litigation Reporting Forms - example (Excel)