We are pleased to share some exciting news about Wdesk. We have been investing in modernizing many aspects of our platform to improve your experience by significantly increasing performance, scale, connectivity, and collaboration. We are also remo...
We rolled forward for Q3 and the sheets we had connected in that project are no longer connected. Is there a way to keep sheets connected when rolling forward? Is there a way to delete Sheet Data from the prior quarter? I tried to save the new dat...
Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...
I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration. Is there a nuance? I found reference to this exact question in another posting, but it is no longer active. The definit...
Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.
Register hereTuesday, October 152:00-3:00pm EDT Time-consuming, error-prone manual processes have historically made year-end, quarter-end, and month-end financial reporting tedious and even painful for private companies. However, private compa...
We are a 9/30 YE LAF. On the 10-K cover page, we have the Entity CS outstanding shares which has a 10/31 date. I don't understand why it's giving us an error message this time? The number is a placeholder, but the tag is not, especially not the da...
I am trying to add a symbol in next-gen spreadsheets, yet it appears that this functionality is missing. Any work around until this is fixed. Also, can I get an update on when this will be available?
The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...
Hi, is there any way i can make these two lines align to the same indentation. (note: my indentation is 0 in this case)
As a reviewer, I see many instances where the Control Tester did not organize the files uploaded. In the attached screenshot you will see the population and sample documents are all together. Is there a way to move the documents into the correct...
When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...
Hi, We are a real estate investment manager and one of the things that our team is responsible for is reporting on all different types of metrics about our properties. We have a large data warehouse that aggregates ~200 metrics for each of our pr...
Hey Mike, We have a waterfall chart in our MD&A that shows what makes up our net income in each column, and then the last column in the chart has the budgeted net income for comparison. In our classic document, we had a chart option for that budge...
How under the new platform do you add member special permissions to a "Starter" such as only can open reviews sent to them? We see it for the people that were migrated over, but cannot seem to figure out how to add it to new users.
Hi Mike, I'm working out of Next Gen. now. Can you verify if the 'document' and 'other' are still the only non-filing documents within a project? I want to create a press release document that is linked to our workbooks in a 6K project, but I don'...
Going to begin using spreadsheets for TB automation and linking directly to balance sheet and P&L in the 10Q/K. What other accounting/financing/reporting functions is everyone using Spreadsheets for?
In Next Generation Documents the blacklines we create are automatically downloaded as a PDF. If you create multiple blacklines is there be a way to see the list of blacklines created and choose to re-download one of them? Or is this something that...
I have questions on the current updates to Workiva for iXBRL. I have seen some updated posts from other community members but I wanted to make sure I understood the best approach to take when our team migrates to iXBRL. 1. Are there any best pract...
Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...
Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...
Just transitioned to the 2019 DEI taxonomy for our Q3 10-Q and transitioned our workbook to sheets. As a result, I now have an error with the document period end date: previously it had been linked from our workbook, but the value came back in MS...
Has anyone figured out exactly how the 10-Q exhibit list should look after adopting iXBRL?Previously, my company was advised to change the description of exhibit 101.INS to the below: However, our outside counsel has now advised us that we should...
We have an existing, Classic Presentation where all of the slides are formatted in letter size for easier printing for certain management. Unless I'm just missing it, I can't find a slide properties area that includes sizing of the slides and the ...
Hi there,I've been trying to find the specific legal requirements for xBRL tagging and having difficulty finding anything definitive (i.e. what exact sections of the Form 10-K are required to have xBRL tags). The best I can find is extremely vague...
I have a table of data in a spreadsheet. I want some records to appear in one section of a document and other records to appear in other sections of the document. I accomplished this by linking the entire data table to each section of the document...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
We are in the process of implementing Workiva. Just last week we were told that we could delay sending sample requests and the receiver would see one email with multiple requests in it. Is that correct?
Our workbook supports several documents. Over time it has become difficult to follow and update. We are considering redesigning our workbook and was wondering if anyone has done this and what principles were used in deciding how to organize data
Big news for your Scope 3 reporting! Hybrid Calculation Method V2 is now live in Workiva Carbon for Categories 1 & 2, delivering higher data quality thresholds, direct insight into raw CDP source data, and flexible version control across your repo...
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...
