The EDGAR system and SEC mailroom will not receive, process, or accept test or live filings today, February 21, 2022, in observance of a federal holiday (Washington's Birthday). EDGAR filings that have already been posted to the website will be ac...
Curious what others are doing to maintain the underlying support for 10Q/10K footnotes. I am just getting up and running with W-desk to prepare my SEC filings. My pre-Workiva method for preparing the footnotes was to maintain a series of Excel wor...
What's the best design/configuration for Quarterly PBC Requests e.g. application's user access reports/outputs and certifications/reviews? Audit Program - SOX <Year> Test Phase - Q1, Q2, Q3 or Q4? Control - Control ID for the SOX App/System's quar...
We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?
We are using the Two Column format throughout our document but it appears that the two columns are forced to be spread evently (width wise) throughout the page. Can we modify the column widths so that the first column is rough 1/3 of the page and...
Hi, I recently found out that you could add superscripts to spreadsheets via the Symbol function. I was wondering if the superscripts could be done more easily via a superscript function rather than having to go to symbols. If not, was wondering i...
Hello, I am working on filing 4 different 10-K's that have a lot of common language amongst all 4 entities. I have created a base template and created source links around the common language that will not be unique to any entity (which is a lot of...
Does anyone know what FERC accounts would be used to classify an electric vehicle charging station? We're thinking an account in the 360s, but we wanted to see if anyone else had experience with this first. Thanks!
How can we migrate tables and queries to Production Workspace from a lower workspace?
Starting next week, Workiva will be kicking off a bi-weekly series of FERC Webinars! These webinars will be utilized to discuss the latest and greatest FERC news and updates. Each webinar will last approximately 60 minutes. Below are the dates of...
What axis and dimension do I use if I have a % rate change that needs to be all tagged with the same date, but I need to add a dimension (? not sure what dimension) and a member that includes year 1, year 2 and year 3? Thanks!
📆 Date: Thursdays⏱ Time: 1:00-1:30 p.m. EDT🌎 Location: Virtual About this Event Think all reporting platforms are the same? Fed up with workarounds and stopgap reporting tools? Join our weekly platform demo to see why 4,100+ other organiza...
Is there a limit to files uploaded via the Runtime File Upload node? I have a file that is 26meg and it rejects it. It isnt that big of a file, has anybody else encountered this?
Hello. I am using the footnotes feature within a table in a Next Gen document to create references (there are over 15 foonotes). I know that when I hide a row, the footnotes are dynamic and hide the related footnote and updates the order of number...
Hi, I understand there is currently no functionality to Save As a Word document and include comments and track changes. I know it is possible in PDF but this would be really helpful if this function was available in Word. Can you advise if this ...
Hi all! As posted here, the SEC plans to implement a change to EDGAR filing websites (EDGAR Filer Web and Online Forms) on or about April 4, 2022. The change requires EDGAR filers and filing agents using third-party software, such as Workiva, to a...
Everything you need for designed reporting, in one place. Workiva's Designer Resource Pack
We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls. Does anyone else renumber secondary controls when they change their risk profile? If so, what format have you used for control numbering...
Dear All, When I export the presentation in PPT, some table appear bigger than it was in Wdesk. I have checked the properties etc...But I'm unable to see what to do. Can you please advise me on that ? Thank you in advance for your help, Melanie
Hi Mike, On DQC 0124, it indicates the following: Example rule message The element us-gaap:FinanceLeaseLiability with a value of 2,000 has been used in the filing but does not appear in the financial statements of the filing. This disclosure shoul...
When I export the document to Word the lines are being numbered, but we do not have "Line Numbers" turned on for the document or individual sections. How do I get this to stop?
Hello, Wondering if someone could help in relation to references within sections. Say we had the following section set up in a document: 1. Introduction (Section) 1.1 Summary (Child Section) 1.2 Key Points (Child Section) How do you make the refer...
I was asked to use the api https://api.app.wdesk.com/platform/v1/graph/reports/<reportID>/csv to get the data in csv format. I logged into the WDesk, and I am seeing the report at https://app.wdesk.com/a/<workSpaceID>/report/<reportID>. I used po...
Is there a way to keep a percentage with the word percent spelled out (e.g. 70 percent) on the same line in a document? I know with numbers (e.g. $3 million) there is an option to keep units on the same line. I don't see the same option with per...
My company has pushed out a suite of branded items, including Powerpoint decks and memos and letters in Word. I was able to import and convert the Powerpoint to Presentations and save as a template, but I can't figure out how to do the same for th...
There's a blank page in the middle of my document which I can't figure out how to delete.
On February 2nd, FERC released a new 2.0 Taxonomy in draft format, meaning it is now open and available for review and comment. In the update posted to the FERC e-forms refresh website, FERC states the taxonomy will be final and made available for...
Date Friday, February 11, 20221:00 p.m. - 2:00 p.m CST WATCH ON DEMAND About This Webinar will discuss details around the latest FERC Announcement of the 2.0 Taxonomy and what this means to you and your Annual Forms. More info about this announ...
It's not Wdesk related, or maybe it could be? We have a monthly internal PBC listing that has thousands of rows. It's similar to a PBC, except it's used internally only. It's really beneficial for SEC related, especially if we need wps from depar...
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...
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 ...
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...
