Every journey starts with a single step—connected reporting is that step. Learn how connected reporting can help your finance transformation in this four-part email course. Enroll in this course now to: Debunk the myths of finance transformation...
About Tuesday, 4 May 202110:00 a.m. - 3:00 p.m. CDT REGISTER HERE Event Details Your work is complex. What better way to simplify it than joining us for the free event, The Template for Simplification. Tune in to hear from your peers and indust...
Hi, I am bring level 0 data and metadata from EPBCS to Workiva tables. I need to know how can I aggregate/rollup data in Workiva using the aggregation property of metadata I am bringing from EPBCS. Thanks, Samir
Hello, In Classic I was accustomed to being able to go in and find any version of a document by finding the document with the timestamp that I want. For example, I created a pdf for the Disclosure Committee yesterday at 3:55 pm, unfortunately, I f...
Hello, Apologies if this has been answered already but I was wondering if there is any way to change the frequency of the automated notification emails received when someone mentions you in a comment in a document/spreadsheet? Rather than printing...
In working with the Report Builder, to create my own reports, I am finding almost no help information or articles. The 45 minute training was ok, but not enough when I now have very specific questions. As my CSM is already overloaded with other wo...
Event Details Tuesday, April 27th10:00 a.m. - 3:30 p.m. CDT REGISTER HEREAbout Event Join audit, risk, and compliance professionals from across the globe as we uncover what it means to simplify work and break through the barriers holding you ba...
If a comment becomes disconnected, and not re-connected to a memo, will it still print in the pdf export when including comments in the pdf?
Hi, I was thinking about some improvements for the workiva document part. - Create style into the "Edit style guide" with bullet point or with multiple level numbered list. - When you are creating a source link into a document, you can not insert...
Has anyone used Internal Control Questionnaires (ICQ) in their Internal Control process. These ICQ's were compiled by the National Association of State Auditors, Comptrollers and State Treasurers, NASACT in 2013. Our state has numerous agencies t...
Good Afternoon All, I was wondering how your organizations are using Workiva (Wdesk) for fraud risk assessments. Is there a particular approach you have found to be most helpful? Thanks for your feedback!
Event Details Thursday, April 222:00-2:30 pm EDT WATCH ON DEMAND HERE About Event It’s time for another Workiva FinTalk, the webinar series that covers the topics that affect accounting and finance teams the most. In this month’s session, we’ll...
Hi There - is there a way that we can restrict Workspace or Chain Owners to a particular type of Chain environment? We have separate DEV and PRODUCTION Chain environments. We would like to give our users access to the DEV environment, but restric...
Is there a way to change a chart type after it's created (i.e., from a Column chart to a Line chart)? I thought that it was in the chart properties, but I can't find this option.
I have custom colors saved that are used for presentations, etc. and a co-worker is trying to save the same color schemes. How do I view the hex color codes so that I can share with others and they can save as their own custom colors?
hi, Whenever I import the doc, even after applying the below tip[Converting auto text to plain text] from the community support, i'm still getting a weird space between the first word of a new para and the period next to it my word doc: my workiv...
Has anyone created a file to serve as a "Dashboard" to track the status of your 10-Q's, 10-K's, etc? Something that shows progress of items, coming due, etc. It'd be nice for there to be one place to check the status of our filings. And if so, how...
When preparing financials, we do not want the decimals displayed so we format the numbers to not show the decimals. When using a simple SUM formula, this does not take the decimals in consideration when they are not visible. Example: You have 14,1...
We are an outside CPA firm, and we perform ICFR (SOX) testing for for several entities that use Workiva. We are trying to understand how to coordinate our testing within the Workiva platform. My understanding before reading articles in the Help ...
Can you explain what the "Return Copy" means which is in the Edit contact information on the unfiled forms tab? Thanks!
I wonder if it is possible that the header, even if in the document appears on all pages of the section, in the IXBRL viewer appears only on the first page of each section. Thus leaving the fluidity in reading the html document.
After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
The 2nd annual SEC Professionals Group Benchmarking survey is here! Complete the survey for your chance to win a Dyson vacuum.
We have a set of documents we will be following forward every quarter. The documents include attachments we want included in the documents every time we roll them forward (we don't expect these attachments to change as they are agreements), is the...
Hello, Is there a way to show the leading zero in a table? I'm trying to display "0408" but it keeps returning "408" even when I use excel files tricks it doesn't work. Thanks.
Recently announced, the deadlines for submitting third quarter 2021 filings of FERC Form Nos. 3-Q (electric), 3-Q (natural gas), and 6-Q (oil) are all extended to December 31, 2021. This is to provide additional time necessary to complete the tran...
Are there Wdesk best practices for conducting projects under Attorney-Client Privilege beyond the normal set of Owner, Editor, Viewer permissions? Can there be... Project folder level security? Document or project passwords? P&C issues filtered f...
I have an excel sheet that I would like to copy from on a monthly basis as value into a worksheet. It only copies as values and formulas.
Hi all! As published here, as of March 22, 2021 the SEC released EDGAR version 21.1. In this release was support for the 2021 US GAAP (UGT) and 2021 SEC Reporting (SRT) taxonomies, along with other SEC taxonomies. The 2021 Risk Return (MFRR) taxon...
Can anyone help on changing the bullets size and color but It should not impact the paragraph line color and size? This is the paragraph line. Given above the paragraph line in which Bullet size need to be increase and color needs to be changed ...
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...