Note: To transition to the next generation, you need to be on the current licensing model and using Workspaces. Learn More
Basics of the Transition Report
When you transition your classic files you'll receive an email with a link to a Transition Report so you can review any issues. This is typically related to formatting or features that don't exist yet in the next generation file types.
On the transition report, you’ll see a list of report codes and a link to where you can see the item in your document. As a best practice, access the Transition Report from the email, then create a spreadsheet. You can also export it to .csv file if you need to share it with others outside of Workiva.
Review the Transition Report
Using a spreadsheet to review the transition report provides options to share the report with others, use sort and filter options, and keep track of resolved items.
To review your transition report using a spreadsheet:
- Open the transition report from the email you received.
- Click Create Spreadsheet.
- With the report open, you can sort or filter to prioritize report items.
- Review and update items on the report as needed. Typically, you'll want to prioritize for warnings by filtering column A.
You can also add data validations to a column to help keep track of items and the action taken.
Transition Report Codes
There are four types of report codes on the transition report:
Warning indicates review is required for an item
Information indicates an action was automatically performed during the transition and review is recommended
Updated indicates an action was automatically performed during the transition and you typically do not need to review these
Error indicates an unexpected error occurred; please contact support
Click on the sections below to view details for transition report codes, what they mean, and what action to take.
Here are answers to common questions related to items you may see on the transition report and what you may see after you transition.
Why are there so many items for DateTime cell formatting changed?
Why do some of my cells not show their prefix / suffix text anymore?
Why do some of my formulas calculate differently?
Why do some of my dates show as a 5-digit number now?
Why do I have more or fewer pages in my document now
Why does some paragraph spacing looking different now?
Why is there unexpected content at the top or bottom of certain pages?