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...
Hello, I would like to update the dashboard to become a fully equiped tracker. To do so, i would need to have some empty columns "comments" so I could puts comments on what are the next step for this controls/ What are we missing etc... I see...
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...
I recently transitioned a classic 8-K project into Next Gen, and our logo that was on the classic 8-K cover page is on the next generation document cover page. When I collect documents in the Filing process, I receive a warning for an "Unreferenc...
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...
In classic documents, when we created a source text link in a document, partial sections of the text could be formatted differently. For example, you could italicize a few words within a sentence and that formatting would carry through to the des...
Event TypeWorkshopDate/TimeThursday, March 5th11:30 am - 2:30 pm ESTLocation5Church Atlanta1197 Peachtree Street NE, #528,Atlanta, GA 30361Event DetailsGaining hands-on investigative experience can be difficult, and improving one’s level of prof...
Hi friends!You may have seen via the Workiva Status page, but we are currently investigating reports that EU users in our EU Appspot who are unable to login to the Workiva Community. While our team works on resolving this issue, a workaround for t...
Am I able to drill down into the Linked Files Report to find where in the document I have outside sources? In Classic we could go straight to the location, however, in Next gen it only directs us to the document. This means we have to search throu...
In Classic, I could create a stacked bar chart and apply a total label. In Next Gen, I find that this feature is missing or moved. Does anyone know if we can do a stacked bar chart total label?
When test filing, I received the following error message..."Error: [EFM.5.02.05.graphicFileContent] InlineXBRL references a graphics file which doesn't have expected content. What is the best way to resolve this error message? Are you no longer ab...
Hello, Is it possible to upload and insert images in Next Gen? Or we can only insert images via the Edit tab? The reason is when we file, there seems to be a bunch of image files created and the file name is not familiar. I also can't seem to trac...
I am unable to export a document to excel because I do not see any XLSX in my save as options. Can anyone help?
Hi, I'm using Next gen and I'm having trouble with one of the tables in my document. In Word and PDF, the table looks completely fine but when I look at the HTML version, it's shifted a bit to the right. I've checked and all of the columns are exa...
Date: Thursday, February 13Time: 2:00-2:45p.m. EST Register hereThe long-anticipated Grant Reporting Efficiency and Agreements Transparency Act of 2019, or the GREAT Act, has become law, with major implications for the modernization of federal gr...
Would anyone know anyway to do a sum if wild card formula similar to Excel formula below in spreadsheets? =SUMIF(RANGE,("text"&"*"),SUM_RANGE)
Hello All - Currently our Workiva implementation team (Workiva staff) has Workspace Owner and Workspace Support User role for the workspace. We would like to eventually move to a security model where they do not have access to anything in the work...
How can you center a table in a Next Gen Doc? If you select the table then the normal center option, it only centers the text. I need the entire table to center within the page. Thanks.
Has anyone found a work around for XNPV / XIRR functions? Need to run calculations on even distributions.
Hi all! You may recall back in December we announced that the Workiva Community was planned to become publicly available. I'm pleased to announce that effective February 4, 2020, the community site will be publicly accessible. Even though the site...
I am working on filing an 8-K with original filing revised as an exhibit. My original filing uses the XBRL 2018 taxonomy and my 8-K cover is tagged using the 2019 Updated DEI. I want to make sure that my XBRL is filed correctly-what would be the r...
The NEW Impartner portal has been released and it ready for you to access, today! Sign up for online training and certifications, view our Partner Sales Essentials, and access Workiva assets to train your end-client. Login here : https://partners...
Hi all! Wanted to spread some good news, plus some new updates. But first, the good news. What's changedWith the EDGAR v20.1 update on January 27, the SEC has now resolved the previously communicated issue around future dates in 8-K filings with X...
We are hosting a series of live webinars with emphasis on features in the Next Generation platform. If you are interested, please click on the links below for more information and to register. If there is a topic that you're interested in, but not...
We are hosting a series of live webinars with emphasis on features in the Next Generation platform. If you are interested, please click on the links below for more information and to register. If there is a topic that you're interested in, but not...
Hi All, I have successfully tagged my 10-Q cover with the title of 12(b) security for our par value per share. However, I am also using that par value number within the footnotes and the cover page view in the SEC viewer is picking up all instan...
As mentioned here, we just released some new updates to the Workiva Community site. You can learn more about what's changed by watching the video below.https://workiva.wistia.com/medias/5tac8h76a6P.S. Yes, that really is me in the video. And yes, ...
Greetings! The Workiva Community is the place where Workiva users go to learn, share, and connect, and very recently your favorite site has undergone a little makeover. If you’re already a member, don’t worry, all the great stuff you know and lov...
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...
