When rolling forward a template for the next quarter, we need a way to accurately and easily clear out previous information that the country completed when we rollover the templates for the new quarter. Currently, in order to preserve the live con...
'In our previous system, we had one central template that we could create individual requests each quarter and push out to the countries automatically in one step. With the current set up, we have to copy and maintain 80+ separate templates with 1...
Is there a way to see which folder a document is in when using the search folder to find specific docs? There are times when I need to know the file location and searching does not provide that folder location, etc. This makes organizing files, et...
Hello Workiva, I have questions for you: just started working on Workiva in Q1. We have set up our financial statements workbook on Workiva, We would export the workbook, download the system generated reports into the workbook and import back in...
I created a general template for my slides with my watermarks at the bottom etc., I would also like to add a title text box that could then be modified after my template is chosen for my slide. That way I could make sure that my titles are always ...
Hi Team, I have seen an error in Workiva where I have created a checklist for internal review of documents. I have linked the correct documents, however when selecting one of the documents another document (that I did not want to be included) was ...
Hi. I'm a new Workiva user. I was wondering if Workiva supports, 1) vlookups, and 2) filtering. Thank you.
Hi. Say you have an income statement that is calendarized with YTD at far right? What is your best practice tip for updating the YTD column each month? I understand data parameters and have reviewed the Audit Committee Template use of it. But wha...
We have been struggling with highlights that have been added to .pdf documents obscuring the data that they are meant to highlight when the document is uploaded to Wdesk and opened in the Markup Viewer. Sometimes we are able to open the document i...
WATCH ON DEMAND About this Event And just like that, Target shifted from legacy tools and processes to a full transformation of modern tech. Target moved from functional teams to product teams, from waterfall to agile, from segregated responsib...
When I have selected a Data Type for 'New Record Creation' in the Report Permissions - Editing Rules, how does someone create a record? This has not been demonstrated in any of the help videos.
Hi, I have a source link for a text containing 3 paragraph in common narrative. Is it possible to create a new second source link including partial information, for e.g first two paragraphs?
As part of our Stress Testing Documentation process there are many instances where we reference % change that are often used throughout the presentation of our forecast results. My idea would be to incorporate a formula within the text where you c...
Workiva Amplify is the conference that brings together thousands of finance, accounting, sustainability, and compliance professionals seeking ways to go all in on the bold future of transparency (while earning a few CPE credits at the same time).G...
I have applied a filter to my data, and I am using a =SUBTOTAL(9,...) formula, but all values in the range are included, instead of just the visible values of my filtered data. Is there a better way to do this?
Hi, I tried searching for this, but I couldn't find it. Is there a list of XBRL Validation Error Indicators that describes what each one means and whether or not it will cause filing errors? For example, I know that a full, red "E" dot will stop f...
It would be extremely helpful if there was an automated function to track time within SOX test forms, specifically a button to pause or start a timer when beginning a new phase of a Test Form whether that be In Progress or In Review. This would el...
I need help outputting (excel file) data from column A to one sheet and outputting Column B to a different sheet. Also, if I were to run a query and needed to export parts of the results to different sheets which chains commands would I need to us...
WATCH ON DEMAND About this Event The US GAAP taxonomy has been refreshed with new recommended accounting standards and other improvements for SEC registrants. For an in-depth review of the changes, tune in to Workiva’s webinar with Samantha Azo...
It would be useful to have blacklines with authorship, shows who made the changes. Would also be useful to filter changes made by person on blacklines.
It would be extremely useful for us to be able to enable track changes for certain individuals rather than for all users of the document. It would also be useful to see the authorship in track changes.
I'm having a hard time connecting to the API where do we need to input this information to make the connection work? -> "https://developers.workiva.com/workiva-wdata/reference/wdata-authentication" I also get the following error code when I trie...
Any chance you just change the date one time and it carries all the way through for you with almost every part that is tagged for an 8-k on the earnings release? You would only adjust for any that need to be re-adjusted? Seems time consuming to ch...
How can I be sure that calculations are processed and completed after a data sheet has been loaded?
Hi! Will binders (digital tieout export) be available for other solutions anytime soon? It will make the export process so much easier and less time consuming!
Hi, We are trying to insert exchange rates into a Snowflake table using Open Exchange’s API (https://docs.openexchangerates.org/) Currently, the chain looks like Image 1: The Open Exchange API outputs a single JSON Object string (Image 2). We are...
When creating a task require the individual creating the task to fill out the "Due Date" Field.
Duration 60 mins Key Takeaways Identify untapped opportunities for connections and insights from complex data Understand best practices as they relate to connecting your EPM systems to the Workiva platform Accommodate and make use of imperfect o...
I would like to link my financials tables to the notes, using the Note number, not the heading name. When I create a source link, it only pastes in the Source name, not the number. Is there a way to link the Note number into the Balance Sheet table?
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...
Ready to own your Sustainability Program roll forward with total confidence? We know that rolling forward your Sustainability Program and Carbon data means managing a lot of moving parts at once. To help keep things organized and ensure nothing ge...
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 ...
Designed Reporting has evolved! Draft to Delivery: A Designed Reporting Journey is a connected, blended learning experience designed to help learners build confidence using Workiva’s Designed Reporting tools to create polished, profession...
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...