Hello - in the future, could you consider giving a choice on how often the emails notifications for the outline label changes go out? For example my manager may prefer to receive just one email summary at the end of the day vs 10 separate emails t...
I am building a chain to import data from from an external system. I have created all of the parts of the chain, gathering input, getting the data in CSV format and now I want to load this file into my wdata table. I have already created this ta...
We are exactly one month from the kick-off of the first in-person Amplify since 2019 and who's totes excited? This guy!! I'll be back in person this year, puttin' out the good vibes in the Amplify Expo. If you're there, you should definitely come ...
Hi How can I restore requests against which data was uploaded but were mistakenly deleted
Amplify is just over one month away, and you won't want to miss... Your peers and thought leaders, including from Thumbtack, TD Bank, SmileDirectClub, Playa Hotels & Resorts, and more, will share on the topics you’re most interested in. Three ke...
I've been testing "the possible" with Wdata using CrossTabs. I have a dataset that is a matrix of sorts. It is 256 columns X 27,000ish rows. I would like to make a simple Income Statement (Full disclosure.. Camel's nose in the tent... once I get...
Submitted to Workiva on 8/10/22: Would be great if there was a way to quickly "go to" a specific Workiva document page, like you can in a PDF. I use the Table of Contents to "go to" a page. But that is not as fast as a "go to" feature. Thank you!
📆 Date: Wednesday, August 24⏱ Time: 2:00-2:45 p.m. EDT🌎 Location: Virtual About this Event As companies wait for the U.S. Securities and Exchange Commission to adopt a final climate risk disclosure rule, teams can take steps now to prepare...
I am trying to connect to an OTBI report . Here is the path for the report Path - /shared/Financials/General Ledger/Trial Balances/Trial Balance Report The documentation mentions replacing spaces with a +, but it only says that for the report na...
would like to confirm my statutory deadline is Monday 11/14/22
I have a cell that contains a link in one document, and I am trying to link that entire cell to a cell in another document. However, in the destination link a "$" keeps appearing before the number that is linked in the source cell. For example, ...
I really like the new function that was released where you can drag the rows and columns to reorder in your table, but they don't show up in the blackline that there was movement. I know it's not exactly "new" information that was added, just the ...
I have a query that utilizes the Levenshtein Distance function to test for similarities between employee names and vendor names within our records. Currently all of the query results have a Levenshtein Distance of 2, but it appears that the functi...
Has anyone created their audit plan risk assessment within the audit module? If so, do you have a template or anything you are willing to share?
Live demos from Workiva experts will again be available starting in August 2022. These quick 30-minute session give an introduction on how to use products on the Workiva platform. Live Demos Follow the links below for more info on the live version...
I am trying to connect to HFM. The ground runner is all setup and I have all the privileges. Running the Extract Member Lists returns this Oracle HFM (HFM 11.1.2.4)Version: 2.0.0 Authenticating...Error running command: Authentication error: Fai...
For SOX it would be nice to be able to call out where controls are in the narrative without having to split them into their own sections. That way if a user wants to read more context they can easily identify the section that holds the control and...
When I look at my SEC viewer, I see footnotes tagged to a line in my face financial. When I look at the line in XBRL there is no footnotes tagged at the bottom of the tagging details in the face financial. This line also appears in a footnote wher...
Hi Team, I would like to know where can i find the attachment id for an attachment in spreadsheet.
It would be great if there was a feature to make a comment private (i.e., only those tagged can see it). We usually let our auditors and others have view access to our document so that they can provide comments directly in Wdesk. It would be nice ...
Was a response ever posted regarding how to print out the results of an XBRL Review?
Off the Books takes on the news! The Securities and Exchange Commission has received thousands of comments on its climate risk disclosure proposal. Catherine and Steve break down what stands out from the feedback on the proposed SEC climate discl...
A change to which roles can test file in the Workiva platform recently rolled out. As noted in this release note, some existing roles were updated ensure that all users who may need to test file have the ability to do so. Any user with one of the ...
This blog first appeared on Workiva.com. Written by Sammi Azoulay. As of March 21, 2022, the Securities and Exchange Commission’s EDGAR system was updated to support the 2022 GAAP Financial Reporting Taxonomy (2022 GRT) and other SEC taxonomies re...
Is there a way to shade the cell a custom color? We want to use company colors when using alternate shading. It does not appear that the function of 'alternate cell shading' has ability to choose anything other than present combinations. But when ...
The Amplify Expo is bringing back the best of the in-person Workiva Amplify experience, including face-to-face conversations with your peers, Workivians, and partners, live demos showcasing new solutions, features, and functionality, hands-on lear...
Whether you are gearing up for your management reporting cycle, or are already in the thick of it, we wanted to share some relevant templates available on the Workiva Marketplace aimed toward simplifying your process. Consider adding one or all th...
Sometime in the last quarter, the functionality of the ctr+alt+H shortcut in documents changed from defaulting to the most recent highlight action used (e.g. if you just removed the highlight from text, using ctrl+alt+H would continue to remove hi...
📆 Date: Wednesday, July 27, 2022⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event Stakeholders are paying more attention to Sustainability risk and reporting, which is presenting a unique opportunity and challenge for managem...
Hi, Is there any limit for number of styles we can create in a document, since in case I am creating any new it is getting automatically deleted and the old ones come in and even if I am renaming any style it is not getting reflected. Thanks & R...
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...