Workiva Support Center

This article explains how to generate and download a fact list from the Workiva Report Tagging Tool. Auditors often request a fact list because it provides a complete view of the taxonomy elements used in your report, along with key metadata for each fact.

Instead of creating this information manually, you can download a fact list directly from the tool and use it for internal review or share it with your auditors.

What is a fact list

A fact list is an Excel file that contains every taxonomy element used in your report. This includes elements used in your financial statements, notes, and any extensions.

For each element, the fact list includes key details such as:

• Label name
• Taxonomy name
• Unit
• Value
• Balance
• Period type
• Item type
• Decimals and scale
• Beginning and end dates of the reporting period

Download a fact list

Follow these steps to generate and download a fact list from the Workiva Report Tagging Tool.

1. Log in to the Workiva Report Tagging Tool.
2. Import your files by doing one of the following:
   • Upload your report (PDF or EPUB) along with the Excel template.
   • Upload an already converted ESEF package (ZIP file).
3. Open the Facts tab to view all taxonomy elements used in your report.
   
4. Select the Download icon to download the fact list as an Excel file.

Note: The Facts tab displays the first 50 elements by default. You can change the number of rows shown using the dropdown. The downloaded Excel file always includes the full list of elements, regardless of the number shown in the table.