I have ~25 spreadsheets where all of the data on these spreadsheets link to one consolidated spreadsheet. Every quarter, areas complete their specific spreadsheet, and I review all of those responses via the consolidated spreadsheet. For this pro...
I have a table footnote and a page footnote, I need to keep my table footnote but remove the page footnote; i cannot find how to remove it. It won't let me highlight the area to delete it. Thank you, Victoria S
I was trying to automate "Continued" in the header of a word document using CTRL+F9 and formula {IF { PAGE } > { NUMPAGES } Continued} Will this formula work in wdesk document in the same way as this formula work in MS word.?
Hi, is there any way that there is a usage report of styles that are actually applied in a document? Our AR has many defined styles getting carried over from one year to the next, and it is difficult for me to see what has actually been applied/us...
Hi team, As some formulas are not supported in Wdesk spreadsheet so when we import an excel which has used a formula not supported by Wdesk spreadsheet, it shows an error in that cell in which formula is used (like text join etc).. Is there any wo...
How do I roll forward the iXBRL Cover page/DEI tagging from my previous 8-K filing (Next Gen) to my new 8-K (next Gen)?
Due to inclement weather in parts of the U.S. today, Workiva is experiencing some delays in responding to inquiries on our customer support line. We ask that customers please utilize our call numbers for emergencies only. For all non-emergencies, ...
When you’re a part of the Workiva Community, you know that trust is an absolute must. It’s embedded in the work you do every day. But how do you cultivate it to reach that elusive next level of success? Ask no more! We’re turning the Amplif...
When I look at the SEC viewer in our file, I noticed that there are 3 "Notes Tables" sections, 2 "Notes to Financial Statements" sections, and 2 "Notes Details" sections. Is there a quick way to resolve this?
Is there a way to either use Data Validation or Conditional Formatting in a spreadsheet to have the end user select a date (like from a calendar)?
Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...
The following enhancement was shared by a Workiva user: When reviewing comments in Next Gen, you are required to open each comment individually where as in classic you were able to scroll through all open comments in the document. Including ...
We just switched to Next Gen this year; when I look at our XBRL in the SEC viewer, footnotes are showing up as financial statements. This was something that happened when we transitioned the first quarter and unfortunately wasn't noticed. Why ar...
Hi, I am working on a document containing many sections and few of these sections run for more than 2 pages. So I need to mention the last page of a section in my report. For example auditors report consists of 2 pages (Page No. 11 and 12). I...
Dear all, I wonder what is the best way to migrate from SharePoint to Workiva? I've tried to copy&paste a entire folder and I think that's not possible (aka I have to copy documents individually). Since we have 4k+ documents in SharePoint we want ...
Are there any plans to associate test steps and attributes with the control rather than a particular test sheet? I spend a great deal of time recreating test steps and attributes when new test forms are created but are not "rolled forward" from a ...
I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...
Hi Workiva, I really like the NextGen of Wdesk. However, please improve the properties of pie chart labels, especially where the labels are in relation to the corresponding slice in a pie chart. In PowerPoint I can freely move those labels to whe...
Brought to you by Workiva experts, this demonstration will give an introduction to the iXBRL features and functions in the next generation Workiva platform. https://workiva.wistia.com/medias/m26hrtntbd To see more of these events LIVE, visit this ...
Has anyone else had to tag COVID-19 response disclosures? Specifically, a one-time bonus offered to all employees with a base salary less than or equal to a certain amount? I have been Googling for companies that offered something similar and then...
Hi all! Wanted to let you all know, as we are in the early stages of fiiling season, that the SEC's EDGAR site is currently having some issues. Here's their latest announcement: https://www.sec.gov/filergroup/announcements. Let us know what questi...
Hi, Is there a way to import a file (.xlsx, .docx etc.) directly to a folder ? I tried selecting the folder and importing the file but it gets saved to the root directory rather than the folder selected.
Hi, I see that I can view all comments in my document by opening the comments panel; however with the numbers in the outline and the grey corresponding dot, I am hoping that there is a way simply to access ONE comment or open and close (not delet...
We periodically get questions from our auditors about changes within our SOX environment - for example, creation of new controls, changes in control significance, key reports, or systems. I have seen the 'Data History' report that is available, b...
Is it possible to download test forms in bulk, or export a csv of multiple test forms via API, as well as download all attachments for multiple tests?
Hi, I have a table with two series on x axis and 1 on y axis. The label shows on y axis. however on x asis only 1 label show up. The other lable (heading) doesnt show up at all. Initially it was there, but now i can not see option to enable both...
Hello, In Classic Projects, we can add existing documents to different projects. Which enabled us to work in the same document, even if they're saved to different projects. Do we have something like this function in Next Gen? We have our Press R...
how do we insert special characters in Next Gen, like a non-breaking space?
I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca
I am setting up a Press Release. What is the best way to do it? I will need to import excel files, so I will need the spreadsheet, but I will also have to copy over / link to the document.
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...