I have a cell in a spreadsheet that is linked to multiple destinations in Editor. Some of the destinations no longer exist as the pages were removed. How can I remove these specific destinations showing in Link Properties in my spreadsheet without...
We have a team of six members who contribute in preparation of SEC reporting documents. Currently the various sections, which a particular member need to update are assigned in an excel file and a peer reviewer is assigned too. We are facing follo...
How do I delete a table in a nextgen document? I accidentally added a table, and see options to delete rows and columns but can't find the option to delete the entire table.
Hi Mike, sorry but I have another follow up on the posting requirement. Are public companies under any obligation to post the HTML EDGAR 10Q-10K on their corporate website? I don't believe so but want to confirm this with you and the community. ...
In the inline XBRL viewer, there are several leading statements to tables that are wrapping when we don't want them too. The formatting looks fine in the html document, so why is it different when viewing inline xbrl? It isn't happening for all, j...
Register for this CPE webinar.Tuesday, May 142:00-3:00pm EDTJoin us for a Q&A discussion with SOX and audit practitioners and Jeanette Franzel, former PCAOB board member.The PCAOB’s findings create a ripple effect with practitioners as they work t...
We disclose various years (e.g. 2020, etc) in a couple places in our document with a extension tags (for example, we have a contingent consideration disclosure that includes projected years of payment and a range of 2020 - 2026). I've always had m...
Is there a limit to the number of sections that can / or should be in a document. We have our SOX narratives for all subsidiaries in one document, but are wondering if we have too many sections and should create an additional document.
One of the new requirements of the FAST Act is that we will need to hyperlink references to other documents on EDGAR. Since we have references to certain sections of the 2018 10-K within our current 10-Q, I was trying to add these hyperlinks in...
how to tag non-cash transactions for lease liabilities arising from obtaining right-of-use assets?
Hi,We are currently evaluating whether to convert to iXBRL in-house or use Workiva for assistance. For those filers in the community that have converted in-house, how long did the migration take in terms of hours required by your team (prep, revie...
Wdesk Internal Audit - I want to create a bar chart to display all past due controls. I do not find any filter which can filter dates less than today. Is there a way to do it? - Wdesk Version 1.5.1166
I have an entire Note that is tagged with an XBRL text block. I have clicked on the "Move" button in the tagging box to verify that all content has been selected from beginning to end. However, when I review the XBRL viewer under "Notes to the Fin...
Our latest 10K filing (12/31/18) is not available on the Taxonomy Analyzer. I see that a number of our competitors' 12/31/18 10K have been loaded. Is it likely that it will be loaded?
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!
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...
