For a particular fact, our QTD number is larger than our YTD number. We are receiving the new DQC error "Fact Value Consistency Over Time." The XBRL validation expects the fact to be growing over time, but in our case that is not true. Any tips o...
I am hoping to add on a new test form with new control updated for this year. Please advise how I can add this control, the control is not from the list of populated ones.
We have managers who like to be the single point of contact for PBC requests during SOX testing. Some of the requests are answered by themself, some of the requests are forwarded via the Delegate function to members of their team. Once they have f...
It would be great if workiva could add a feature that we can print the entire FERC document in a presentable format. Before changing the FERC XBRL to the workbook, we were able to print the entire document in format that was presentable to upper m...
As we explored the possibility of using the Remediation experience we were surprised that those responsible for creating Remediation Action plans would need the role External Audit, Tester, Reviewer, or Manager to have access to the Remediation Ex...
Date Tuesday, August 3rd2:00-3:00 p.m. EDT WATCH ON DEMAND About Sustainability leaders want to drive Sustainability reporting to meet stakeholder needs. Meanwhile, finance teams need to know that Sustainability data will be held to the same le...
Is it possible to add a textbox or button within a control overview screen? We have external audit relying on certain controls and we want to be able to create a table specifying the status of testwork in relation to those specific controls.
Today is the day! Registration is open for Workiva Amplify 2021. Join us Sept. 20-23 for this completely free, all virtual conference featuring 70+ sessions and tons of CPE opportunities with the top thought leaders in the accounting and finance ...
We roll forward our documents to produce our statutory financial statements and MD&As. However, there isn't an option to delete all comments in a document so that we can start again. Resolving isn't as effective because we can't filter on resolv...
I set up the chart with one font size for a label. Now when I try to change it, the icons in the toolbar are not available. I also want to make the titles of various charts the same font but am unable to change those either. One title is perhaps b...
I see how to add a page number to a footer, however, how do I format the footer so that the Page X of # of Pages in document is reflected?
We are trying to link text from Document 1 to Document 2. The text has a lot of italic words but when I link from document 1 to document 2 that is lost. We are also linking from Document 1 to Document 3 and have zero issues linking there. I isolat...
Hi, according to the Help articles, it looks like it is possible to send a reminder to a late contributor, but when I go to the task, "Remind" is greyed out.
I need the left axis to be dollars and the right axis to be number of days. I did not see a days label in the cell format so it is not creating a right axis.
We are excited to announce the launch of the Workiva Marketplace, a new spot for you to explore ways to be more efficient, work simpler, and get started faster. But what is the Marketplace, exactly? I'm glad you asked! The Marketplace came about ...
Hello, We make ample use of the link functions and prefer to link variance numbers into our text explanation cells. Currently we want to present the same explanation in multiple locations with the same format but Workiva is notifying me that "Link...
How do you make revisions to a document after the task/process action associated with the document has been approved?
On July 2, 2021 the Data Quality Committee (DQC) updated their rule plug-in tool for the latest set, round 15, of data quality validation rules. The effective date of adoption for this release for filings submitted as of September 1, 2021. The lat...
My organization recently enabled wData and I'm trying to build a chain that takes a specific cell value from a spreadsheet and uses that to update the parameter of a query. After that, I would like to run the query and export the query results to ...
Actualmente sólo es posible imprimir documentos completos o por secciones, pero no existe la opción de imprimir por páginas o rangos de páginas. English Translation: Currently it is only possible to print entire documents or by sections, but there...
Hi, it would be great if Workiva can improve the process around disconnected comments. We have easily 100 users actively working in the Annual report document in Wdesk. If a user makes a comment and another user updates or deletes the text where t...
Authorship allows users to see who authored content, and at what point in time, with ease. Currently this will be on a per section basis. If you'd be interested in signing up for this beta program, please comment below and we'll reach out. ...
Inline Spreadsheet comments give users the ability to view comments directly in their sheets by clicking the comment indicator instead of having to navigate to the panel. If you'd be interested in signing up for this beta program, please comment b...
The feedback we receive from you, our customers, is the lifeblood of what makes the Workiva Platform the incredible experience it is today. Your valuable input is what fuels our inspiration and guides us on our journey to provide a powerful yet si...
Hello, I have a HTM file created outside of WDesk that I need to include as an exhibit to a filing. I haven't been able to upload the file to a folder in WDesk, but I can upload it to the filing after I create it. However, by doing that I am unabl...
A Control Owner is getting a yellow triangle next to a file when attempting to upload within a PBC Sample request. The file size is 544 MB and it is an excel .xlsx file. Any hints as to what that error message means, and how to resolve it? Thanks!
Is there a way to adjust the standard 1" all around margins on a PDF created from a spreadsheet? My worksheets that should print on two pages are stretching over four because the margins on the PDFs are huge. Changing the orientation from landsc...
Can someone help me with this? I have a table in a footnote that had 5 table footnotes under it. A couple of quarters ago, I had to insert a new table footnote (#4). After I tagged it for iXBRL, it displays with a different yellow shading. What do...
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...
