📆 Date: Thursday, Feburary 16⏱ Time: 1:00-2:00 p.m. EST🌎 Location: Virtual About this Event They say if you want to go fast, go alone, if you want to go far, go together. In 2023, we’re focused on going far. Join Daymond John, The Shark,...
📆 Date: Wednesdays, 18 Jan thru 5 Apr⏱ Time: Midday GMT | 11:00 a.m. CST🌎 Location: Virtual ➤ Register for Midday GMT➤ Register for 11:00 a.m. CST About this Event Join us any Wednesday between 18th Jan and 5th April. Our design experts wil...
This blog originally appeared on Workiva.com on July 19, 2022. Written by Yasser Mahmud. If you listen to conversations involving multiple Sustainability leaders, it’s easy to see the fundamental value of community. Sharing ideas, best practices,...
I am trying to import an .xlsx file and the size is 45,219 KB. It is failing and I am not sure why. Has anyone had success in importing a file this size and if so, what can I do to get this to work? Thanks!
It would be helpful to have a read out loud option in the documents to aide with the review process. Is this something that is in the pipeline?
Hi, I am curiously to find out if there is specific rule in XBRL if tagging is needed when we present words like "no" impact or when we say a period not to exceed "12 months" or "1 year" in 10Q/10K. Any insight is appreciated. Regards, Ken
Over the last few months Workiva has heard from our customers and their auditors as well as from the broader ESEF and XBRL Community about conflicting interpretations of ESMA’s guidance on the technical construction of a text block tags found in S...
The team is wondering if it's possible to have the file size of a document displayed in the file viewer? For example, when in a folder, you can currently see the name of the document/spreadsheet, who created it, the type, etc; they were wondering ...
Is there a way to automatically show users who are actively viewing/editing a spreadsheet or document?
Regarding the new Risks Experience that has been published, I have concerns that the permissions are not applied, and users are able to see the Risk Owners, Risk Descriptions, etc. for risks to which they do not otherwise have permissions to view,...
📆 Date: Wednesday, January 18⏱ Time: 3:00-4:00 p.m. EST🌎 Location: Virtual About this Event The Workiva team is holding a webinar to help our FERC customers prepare for their annual filings. During this time, we will demo important product...
Is there a function/option to roll the markup tick marks to the next quarter file (after creating a copy of an existing document which have the tick marks)?
If you want, you can apply the criteria to one range and sum the corresponding values in a different range. For example, the formula =SUMIF(B2:B5, "TD", C2:C5) sums only the values in the range C2:C5, where the corresponding cells in the range B2:...
I want to be able to create an equation within our documentation that will calculate % change or PQ Growth referencing data found in an existing table. Is this something that's possible?
I have seen that in January 2023, permissions for new documents etc will be changing so that the creator alone will have permission for that document. How will copying existing documents/spreadsheets etc work and also how will new users be affect...
I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you
I'm new to Workiva. After executing successfully the chain using "Execute Query" Command in SAP HANA JDBC Bizapp I was expecting the CVC file to be generated, but this didn't happen. I can see the recorded retrieved in the logs preview. So, 1...
https://workiva.wistia.com/medias/tvv6rfqh51 From all of us at Workiva, we wish you the happiest of holidays this season. Looking forward to a bright new year with you all.
Does Workiva have the ability to do an annual assessment of the external auditor? Thanks.
Enjoy this new, updated all-in-one 2023 SEC Calendar of Filing Deadlines Designed for public companies required to submit filings to the U.S. Securities and Exchange Commission, this calendar highlights key SEC filing deadlines at a glance. Now yo...
Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
Hi there! It would be very helpful and save much time if in the Testing forms we had the ability to remove documents en masse under the Attachments pane of the testing forms, meaning instead of one by one. i.e. a button could remove all documents ...
Is there an option to send an Outline Label change to a group rather than just an individual in the "Automate Outline Labels" functionality?
Am I doing something wrong, or is it a known thing that Find/Replace doesn't work in Presentations? The find part works, but when I hit the button to replace - it says it's no longer found even though it's highlighted right there. Frustrating.
Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
What is the best method for inserting an Adobe Illustrator 300 dpi graphic into a proxy filing so that the graphic appears in Workiva with a high resolution? I have tried cmyk, converting to RGB, etc. with no luck. It is high resolution outside ...
Hi, The SEC Clawback rule is now published on the Federal Register. Do we know what the requirements are for the upcoming 2022 10K? My understanding is that we are waiting for the listing exchange to update its policy. Ken
For some reason recently, I've had some major issues with using the go to link option with Workiva: Almost every time I use it now, it wont connect to the current sheet I have open, but it just creates a new instance - rendering using a double sc...
Hello, I am reaching out in regards to a one off formatting error. I am currently working in a document template that is formatted as "Justified Align". All of the paragraphs conform to the "Justified Align" with the exception of one paragraph. O...
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...
