A member of my team recently accidentally deleted a sheet from our Wdesk Spreadsheet. This sheet had the ledger pull information for reporting segments and contributed to about 10% of our 10-Q. All sections of our 10-Q and 8-K where the segment in...
For our Q1 first draft distributions, our executives like to see certain sections of the current Q1 first draft redlined to the prior year 10-K, and other sections redlined to Q3 of the prior year. I am wondering what other Wdesk users utilize as ...
I had issues trying to create a blank space in a preliminary filing for information that would be updated in the final. Originally I just put spaces in, but those spaces would not translate well to the edgar view.I ended up using underscores and ...
Register for this CPE webinar.Thursday, April 252:00-3:00pm EDTThe costs of compliance programs are complex and interwoven, and even with careful plans, there are hidden, unforeseen surprises around every corner. Knowing what you know—and being mi...
I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
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.
Is there a way to schedule delivery of a report or dashboard to users?
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...
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.
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...
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...
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 ...
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...
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!
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?
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...
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...
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...
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.
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.
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...
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...
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...
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...
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?
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 ...
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...
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...