The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
Our company went public in 2018, we have been diligently working to get up to SOX404 standards. In 2019 one of our major requirements was creating a repository and baseline testing of all of our Key Reports (ITDCs). We are now looking for the mo...
Does anyone know how you can reconnect a disconnected comment to a document? There is an option to "Move Comment" in the comment list dropdown but it's grayed out.
When you use an Oracle Hyperion Financial Management (HFM) or Oracle HFM Legacy connection to run the Extract Data to Database command as part of a chain, it asks for a Data Source Name (DSN) input. The DSN provides information about the relationa...
Hi I'm trying to copy a slide that was created on another PowerPoint on Workiva into another PowerPoint. Is there a way I cant seem to see an option.
First and foremost, we care about the health and safety of our employees, customers and partners, and we are taking extra precautions wherever we can. As the COVID-19 situation changes, know that Workiva will always be by your side. Our ...
In next-gen documents, I cannot locate the formatting options for tables, such as line weight, colour and fill colour for cells, or a table as a whole. I have also noticed in the style guide of a document, there is a new "Table Styles" preview sec...
"We like to give people the freedom to work where they want, safe in the knowledge that they have the drive and expertise to perform excellently, whether they are at their desk or in their kitchen." —Richard Branson At Workiva, we’re huge fans o...
In Next-Gen Documents, it seems that the ability to place two tables side-by-side is no longer available. I can no longer place my cursor to the left or right of a table; only above or below. This is a pretty big issue, since I format many of my p...
For the first time ever, Workiva will host a two-day virtual event designed for accounting, finance, and compliance professionals everywhere. Amplify GO will stream on a device near you March 24 and 25. Amplify GO is the conference with no trave...
I am thinking of adding a test phase for the Key Report/IPE testing. As these are tested on creation and then every so many years, I am not sure if I can create a link to a previous years test. how are people tracking the Key report/IPE testing?
Hi all! By now I'm sure you've heard about COVID-19, a respiratory disease caused by a new coronavirus that has now been detected in more than 60 international locations. The impact of this virus is truly being felt globally and just today the ...
I am trying to make flow charts using a presentation and need to link text back to control descriptions. I got one link to work by copy pasting the control to the presentation but was not able to replicate this. Is there an easier way to create th...
When you have a link, you have the option of clicking the paper clip to direct you back to the source. For a formula, is there a shortcut to accomplish this? In Excel, if you hit "Control + [ " it brings you back to the source of the formula. ...
We have transitioned our presentations to Next Gen and noticed that it doesn't seem like we can add totals to stacked bar charts. Is this a feature that is going to be added or can I put a ticket in to request it?
When working in next gen documents w/ tracked changes on, it is difficult to review changes because deleted text and other similar changes are only shown in the side panel (rather than directly in the text). Short of clicking through each individu...
Yes, you can use parameters with calculations for both filters and fields. For example, instead of using hard start and end dates in a calculation, you can reference a parameter’s value for the dates or time period. From the Field Properties right...
When you add a filter to a query, you can set its static custom value on the Filters tab. To instead select a filter’s criteria dynamically when the query runs, such as to slice-and-dice data in real time, you can base its value on a parameter. To...
Best practice would be to split these solutions into their own workspaces. The content would need to be moved from one workspace to the new one, which would reset history on those documents. This can be done after the accounts is moved to Workspac...
Not many—creating multiple organizations creates many of the same problems Workspaces were designed to solve: inability to share data, multiple billing cycles, users with multiple usernames and audit logs, and difficulties determining exactly how ...
If you’re a customer with only one solution/workspace, yes—the Workspace Owner can also be the Org Security Admin, as well as the Org User and Org Workspace Admin.
Only if they have the Org Workspace Admin role but depending on who is serving in that role, it can create a conflict of interest. We recommend each workspace have more than one Workspace Owner, so they can back each other up without involving Org...
Option A Designate someone within your IT department to serve as both the Org Security Admin (managespassword settings, SAML, and access restrictions), the Org Workspace Admin (manages the workspaces and their settings), and the Org User Admin (ad...
Hi all, the default behavior for uploaded Word or Excel files in the 'Folders' when attempting to 'Open' them is to download the file. Is there a setting that will allow it to try opening in the locally-installed Word/Excel? Thanks for any sugge...
Introduction We created Workspaces to make it easier for organizations to grow with us. From adding a few new users to adding new teams and new solutions, Workspaces give teams safe, separate spaces that let them control the organization of their ...
Learn from reporting and compliance experts, and get a preview of Workiva Amplify, our annual conference, in this exclusive two-day virtual event. These webinar sessions are being offered at no charge. Agenda Tuesday, March 24 1:00 p.m. ET: Ope...
Yes indeed, when you create a filter in a query, its values are case-sensitive. So, if you set a location filter to "Iowa", it returns records with the uppercase "Iowa", but not the lowercase "iowa". To include records regardless of casing: In Bu...
ESEF at a Glance When: Reports starting 1 January 2020 What: The European Single Electronic Format (“ESEF”) for the Annual Report (management narrative and financial statements) - same report, same reporting timeline, new format. Format: Complete...
When you delete a folder are the files in the folder also deleted? There are a bunch of folders that were automatically created for copied files, transitioned files, etc. that I don't want to use? What do I need to do to get rid of the folders wit...
Is there a way to set a standard font for a Document? We have a Document that was somehow in the wrong font throughout. It would be more efficient to change the font for the entire Document to the standard font and then go back to fix the titles...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
Have a suggestion to share but not sure if it pertains to Reporting, GRC, Filing or other? Look no further! Below is a breakdown of the existing feedback topics and what product/feature area belong in each. API & Developer Feedback Ideas and sugge...
Did you know that over 1000 ideas have been shared in the Workiva Community? The odds are high that the idea you seek has been requested before. Here’s some tips to help you find what you are looking for so you can weigh in too! First, search for ...
Back again by popular demand, check out the 2026 SEC Filing Deadline calendar below. This calendar includes SEC holidays when the EDGAR® system will not receive, process, or accept submissions. As a reminder, filers will need to comply with ASU 20...