Compare document with previous filings
Con rispostaIs there a way to compare a current 10Q filing with a previously filed 10Q?
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You could use the taxonomy analyzer, but it won't show filings filed with iXBRL. Not sure if they've updated anything to account for this or not yet.
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Hi Liz!
Just catching up on this question. Are you looking to compare the files as it is on the SEC site, or from within Wdesk, i.e. one 10Q document against another 10Q document? Either way, I can't think of way using Wdesk that you could perform that task, unless the very first revision of your Wdesk document was created from a copy of the previous filing. In that case, a blackline against revision 1 would show the changes. Otherwise a MS Word compare could be an option, if you had a DOCX version of both files.
All that aside, I've passed this along to our Product Team team to look at but if I've missed the mark entirely or you have any questions for me, let me know and I'll be happy to help however I can. Thanks again and happy Monday!
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Thanks Mike, we US MS Word Compare tool when we want to update the new 10-K for the most recently filed 10-Q change (we use prior year filed 10-k to roll to the new 10-K so revision 1 would not be the most recently filed 10-Q). We would love to see Workiva allow for blackline with periods outside of the working file. For example, when rolling 2024 10-K to 2025 10-K, I would like the ability to blackline the 2025 10-K against Q3-24 2024 10-Q by respective section ( investment FN against investment FN despite being in a different location due to inherent format of 10-Q vs. 10-K).
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Hi Pam Beesley,
I'm more than happy to get the ball rolling on a feature request for this ability!
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