Available through the rest of 2020, these live demonstrations from our Workiva experts give an introduction on how to use products on our next gen platform, including filing, Section 16, and iXBRL. Follow the links below for more info. Additional ...
The following is a guide on how to register for the live training webinar series. Step 1. Navigate to the event registration page ↙️ Workiva Platform Live Demo Filing Live Demo Section 16 Live Demo Step 2. Click on Select a Date to view the upco...
I have recently switched to Next Gen and have been able to get rid of nearly all of my phantom tags and hidden fact warnings. I am left with one hidden fact warning that I was hoping for some advice as to how I can get it tagged in the document vs...
In Classic, we are able to adjust the area for a table text block by dragging a bar to cover the desired area. Is this feature not available in Next Gen? Is the only option to delete and retag?
Hi all! We are just days away from this year's conference and if you're anything like me, you're just burning with excitement 🤗 . As you all know, what makes this conference unique is that for the first time the conference is all virtual and perso...
This podcast originally aired Sept. 1st, 2020. Join Matt Crawford and Drew Duebner in this episode of the Off the Books podcast and get the deep dish on reporting and compliance at a thin-crust price (free!) at Workiva Amplify. Listen in as Matt s...
A few quarters ago, my team combined our two separate workbooks for our 10-Q and 10-K into a single source workbook, so we now have one workbook linked out to both our 10-Q and 10-K. After speaking with our CSM, we are now exploring the idea of do...
We have a table and intro sentence that we are trying to keep on the same page, which worked in Classic but now that we transitioned to next gen, it doesn't seem to work. We have "Keep with next" selected on both the table and this paragraph. An...
Hello, I would like to know if I can connect my Wdata Tables directly to my Spreadsheets. As i understand how it work, i only can connect my wdata query to a spreadsheets. Thanks for your help Rafael
On September 8th, Wdesk University was retired to make way for a new upgraded learning experience: the Workiva Learning Hub. In our new self service-portal, you will be able to: • Find what you need faster with dynamic search and filter functiona...
hello, I have this message when i tried to run my chain just to create a spreedsheet. Thanks for your help
Hello, We are preparing a demo for a client of us, testing the XBRL module of Wdesk we have encountered the following scenario: When switching the language of the taxonomy from English to Spanish, you can correctly see the detail of a fac...
Hi, We transitioned from Classic to NextGen and only seem to have one header issue. Sorry for the small size. But we have a structure where it is Note 34 Note 34 change (not set to print) Note 34 no change (set to print). Only in this note did w...
Hello - I used Wdesk Sync to sync the data from external source into the workbook, which went well. However, when I then tried to link such data to other sections within the workbook, it did not happen. Can you please advise if it could be beca...
Is there a way to "select all" text in a very lengthy document in next gen (to make formatting edits, etc?)
Hi Community! Like many of you, my company is just now starting to transition to Next Gen. We've been holding out because our reporting process relies very heavily on Data Collections and Support Binders which still aren't fully ready. Anyway, hav...
I want to position a table in the top center of the page. How do I do this?
Our Q3 10-Q will be our first filing with NextGen and there was no other option but to move over to iXBRL along with this transition to NextGen. We are a smaller reporting company and non-accelerated filer so the deadline for iXBRL and cover page ...
Hello, I'm receiving the XBRL Validation message below for the following items tagged on the Cover Page in Next Gen: - Document Type - Entity File Number - Entity Incorporation, State or Country Code - Entity Address, State or Province - Entity Fi...
Hi - I am trying to extract data from the SOX module using the API Get Records by Type (GET https://api.app.wdesk.com/graphdb/v1/types/). The API response for record type "Test_Nature" only provided me with the unique values of the test nature (...
Is there a way to also restrict the comments related to restricted portions of a document, in line with the permissions governing the content?
I tried the method in another post about sizing column in the format row and column size adjuster. When i enter a number to drop the size so my table fits on the screen it will make it super small. For example I have a column width of 50 but i w...
Hi, Can we export the All tasks as a list in excel spreadsheets? For now I am able to export one task at a time in pdf format.
Hi, For each control we have a test phase for Test of Control Design. Last year we uploaded 3 files that made a matrix table from each file for each individual control that was our assessment for each. Because not much changes in the design of a c...
Hi, when will permissions for Folders within the Files area be implemented, please? There was a post a few months back stating that it was projected for August 2020. Is there an ETA? We are needing to have this feature for sharing specific audit f...
Hi! We recently migrated to the next Gen and to many of our disappointments, we can add the fact that we cannot create milestones for XBRL and the blacklines are not stored. We noted that we can add labels to the XBRL generations but we can't figu...
In Classic we had the ability to move block tags to cover any additions to a footnote, table or policy. Is there a similar function in Next Gen to update the iXBRL block tags?
I would like to delete a recent revision so that a previous version becomes the latest version. Is this possible? Alternatively, is there a way to restore a previous version in the same way as you would for office documents ?
Do you have the ability to set different column widths within a Document? For example, if I had a small image I wanted to place in one column with a longer title next to it, can I manipulate the column widths in any fashion?
Is it possible to change the color of the numbers inside a bar graph or is black the only option?
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...