Is it possible to insert an image or PDF into the Workiva Spreadsheets?I know it's possible in Documents, but have not been able to do it in Spreadsheets.
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Can reports be scheduled for delivery?
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Is there a way to schedule delivery of a report or dashboard to users?
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Register now for this CPE webinar.Thursday, April 182:00-3:00pm EDTLooking for ways to streamline and simplify a dynamic business reporting environment? Hear how one private company transformed their financial reporting in this upcoming webinar.Jo...
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I would like to copy and past entire sections of my 10-Q and replicate (e.g. duplicate FNs 2 & 3). I'm sure i can create a new subsection and copy the content, i just wanted to know if i could more easily copy and paste the entire section.
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How to create multiple risk for specific control one control. Our framework has the controls which mitigates multiple risk & has multiple risk description. In current set up ,we have to update the all the risks under one risk tittle and risk desc...
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Remarks or something similar in spreadsheets?
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I searched and couldn't find this answer elsewhere. Having just been migrated to spreadsheets from the classic version, I no longer seem to be able to add remarks when publishing changes as in the past version. We used this feature to loosely tr...
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This blog originally appeared on Workiva.com on March 14, 2019.Written by Cathlyn Coons.Comprehensive annual financial reports (CAFRs) are the lengthy presentations published by state and local governments, usually online in PDF format, to detail ...
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iXBRL cover page tagging requirements
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I saw that the SEC issued a final rule on March 20th that impacts inline xbrl tagging on the cover page. Basically, for the Form 10-Q, we need to tag everything on the cover page and add the title of each class of securities, exchange on which the...
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Is a "document links" feature available for documents?
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Hello Wdesk community,I'm looking for the "document links" feature , similar to what is available in the Classic version. Does anyone know if this exists, if so, where?Thanks!
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Multiple Mass Grants
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Is there an ability to create multiple types of mass grants? For example, both option grants and RSU grants? Or do I need to choose one and then manually enter the other one for each reporting person?
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When using workbook templates, we are constantly adding to our templates to ensure they are up-to-date. I am wondering if there is any way to run a blackline on templates to show all changes that were made to the old version as proof for an au...
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Table title margins
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Hello, I have a table with a relatively long title, and for some reason the title wraps to the next line even though it has space to be on one line. I can adjust the first line indent to be negative, which would get it to fit, but then the title i...
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Is there a Doc URL link for spreadsheets? Is this on the roadmap for next gen documents and presentations?
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I am trying to add xbrl tagging for the new asset account (we call Operating Lease Assets in my company) on the balance sheet (due to the new lease rule ASC 842), but not sure which line item concept should i choose in Taxonomy Analyzer? Anyone ha...
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I'm looking for any tips and tricks related to the Issue and Action Plan sections of the SOX database. We are getting ready to use this feature and are looking for some best practices.
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Cell Formatting: Changing Border Color
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No matter what I do on the cell formatting menu, my selected border colors aren't adapted/recognized. (When I re-enter the cell formatting menu, it's as if I never selected any color but black.) Any assistance would be much appreciated.
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XBRL Paranthetical
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Hello, I am trying to figure out how to get my parenthetical section under a the equity statements similar to how my balance sheet is presented below. I cannot seem to get it to move nor can I even delete it now. Any suggestions?
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I would like to use label references for my future amortization expense table so that I can make sure that the row descriptions in the xbrl outline match the table in the document. For this particular table, the row descriptions are years and I te...
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We have adopted a new accounting guidance last quarter in Q119, where we make changes to the presentation of the Q119 numbers in accordance to the guidance, but didn’t make conforming changes to the PY Q118 numbers (which is allowed by the new g...
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Source Document Sharing Between Projects
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Hi all,I am sure most of you are on the same boat on this. Currently we are filing our earnings release and 10Q/10K using the same support document. We have one excel spread sheet in our internal share drive that is linked to the Workiva supportin...
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Non-critical Error Question
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We are getting a non-critical error that in the extension taxonomy shows Available-for-sale Securities, Amortized cost-basis as a calculation component of available-for-sale securities. This is the opposite of a calculation defined.Has anyone ev...
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Remove links from a range of cells that also has cells with formulas also removes formulas?
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When I highlight a range of cells, most of which are links but also includes a formula, the formula is also removed. Is this the expected behavior as would have have thought the formula should have stayed?
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This is not Workiva related but was hoping some users could help me out. My bank is currently using MPC to input our budget (we also upload our actual figures daily) but we are not happy with them at all. I was curious what budgeting system you ...
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Tagging a number with multiple facts
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I listened to the webinar on the Next Generation for XBRL and Filing. In that webinar it stated that the tags are now independent of links and that multiple facts can be applied to the same content. I just wanted to clarify what this means. Exampl...
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When using Folder Copy as an admin, what does "copy outline labels" mean? Don't want to lose them, but don't want to duplicate them either!
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Both SRC and Accelerated Filer
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After the amendments to the smaller reporting company definition, we are now both an accelerated filer and can follow SRC rules for scaled disclosures. We have checked both boxes on the cover page of our 10Q/K . In the DEI we have an Entity F...
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Last year, we filed as an accelerated filer. This is our first time changing from accelerated to non-accelerated.
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PBC request for multiple providers
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Can the PBC Request software be updated to include more than one provider? For instances when I am working with a process owner who has several team member obtaining support for our controls. It would be helpful and effective if those people coul...
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