Is there a way to tag numbers that are within the text of our document and in the table with the same tag, without putting it in the non printing section? For example, most of our tables are in thousands, but when we put it in text, we talk to t...
How come when we tag information with the same label, Net investment income earned for example, it will show up in several places in the document in rendered view, when it's not actually in that part of the document. For example, we have it tagg...
There have been some instances when I look at the rendered view and everything appears correct, but then when running the iXBRL generation, I look at the SEC XBRL Viewer and the information is presented differently. This has happened with dates sp...
Is there a glossary of some sort to define what the label roles mean and how they differ from each other? Sometimes i find that I use Terse and Verbose when I want the numbers to remain positive, but I don't know what the difference is. There's ot...
Do you know of any Companies that combine the derivatives and fair value measurement footnotes in their SEC filings?
Hello, What is the most efficient approach to roll forward XBRL tagging from third quarter to year-end reporting? Is it best to have a Masterfile (spreadsheet and document with both 10-K and 10-Q) and to put the annual sections in non-printing sec...
Hello, Few weeks back, I created a new audit (20X1) using an existing (prior) audit (20XX). I then went into the 20X1, and then renamed the procedures and groups to match the new audit requirements. After a week, I came to 20X1 audit and noted th...
Hello, Can you please review how the document dates tagged in XBRL affect the test file process. For instance, in an 8-K, the cover page is dated and tagged in XBRL. If the date is a future date, we get an error message. Any workaround? thank y...
Hello, I have a question regarding XBRL errors. Can you briefly explain what is critical to the filing, and what poses no and or minor problems.
When will the link formatting in XBRL be updated for display zero as ALL. That functionality is available in Classic but it is not one of the drop down options in Next Gen. Thank you!
Can I control the leading between lines? The import is all over the place -- some lines are squeezed together, others are almost too far apart,Also, please add a topic for formatting. My initial take on NextGen is that there are lot of issues when...
Where is that I can find articles to better understand the use of extensible lists. The requirements and how I can be applied in Workiva?
Hi - We are attempting to bulk edit Attribute Descriptions across a number of controls. When selecting the rows and right clicking, we are not given the 'Bulk Edit' option. Is there a solution to this? Thanks in advance!
In Classic, it was possible to check all of a document's links in order to check that a document was only linked to the correct workbook. This has been especially useful when disclosures with linking was copied from other documents with the links...
We just transferred into using NextGen and are still new at tagging in the new format. We have a text block tag that covered only a portion of our footnote and are looking to extend the text block tag to cover the entire footnote. In Classic WDes...
If you’re curious about what your process looks like for adopting the ESEF mandate, consider taking a look at the ESEF Readiness Kit. This kit includes a checklist of things to consider in your process and the workflow using Workiva. A few key are...
Absolutely. (Or absolutamente or absoluut, perhaps.) XBRL taxonomies include a lot of information to help a preparer identify the correct elements to use. In particular, the labels and documentation are very verbose. As the ESEF taxonomy is part o...
The taxonomy package published by ESMA, typically in a .zip file format, is not intended to be read by people directly. That said, modern ESEF reporting software can load the information in those files and provide a user-friendly view of all the a...
XBRL® uses taxonomies—dictionaries of concepts—to specify the tags that preparers will need to use to mark up financial statements. The ESEF taxonomy is primarily based on the taxonomy produced for IFRS financial reporting by the IFRS Foundation a...
In 2013, the European Securities and Markets Authority (ESMA) was asked to specify a European Single Electronic Format (ESEF) for annual financial reports (AFRs). This initiative was part of a broader move to improve access to the information prod...
If you are using a GroundRunner and a Chain is failing with the error 'Error executing transformation "Did not receive response from runner"', you may need to change the settings in the GroundRunner config file. In the config file, set "LONG_POLL ...
If a chain using an Oracle Hyperion Financial Management connection returns an "Exception in Thread \<Directory Name>\" java.lang error (such as "Exception in thread \"<Directory name>\" java.lang.NoClassDefFoundError: org/apache/commons/pool/Keye...
I have financial statements that go into multiple SEC filings and unfortunately they can not be incorporated by reference, These financial statements must also be XBRL tagged. Is there a way I can get these financial statements into the document ...
How do you freeze a document in Next Gen?
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
This episode will look at how to prioritize and evaluate XBRL concepts in addition to looking at industry guidance for concept selection with an emphasis on the US GAAP taxonomy. Evaluating Concept Selection
Hi Experts, I am new to workiva and learning the application. I want to know is it possible to query the data on my Wdata table and whatever result output i am getting has to be added in document stored in WDesk. I don't want to keep results in sp...
Using Workiva to prepare and file our documents has been one of the biggest factors in our success this quarter, especially since we are working remotely. Although we have purchased Next Gen, we have not transitioned for two main reasons - blackl...
I ran a doc link validation and get a link to the prior document which is not to be linked to the current document. The link itself doesn't bring me to the "link" source, so I can update the link. How can I fix it?
When trying to create a cross sheet formula, I start typing the formula in a cell (say its C5) and when I navigate to another sheet to select that same cell reference of C5 in the other sheet, the cell I am trying to reference is covered by the fo...
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...