📆 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...
For at least several weeks, I have no longer been able to search for a given user's name within a user group. This is especially problematic when a user group has hundreds of users. We need to be able to search for a user's name to easily remove t...
📆 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...
I have already gone to section properties to adjust the margins. Now the section is the same as the previous section and the next section. However, the problem of Page size break and Margin page break is still happening. What should I do?
I am reaching out to see if there is another organization that uses Wdesk to prepare audit workpapers. Our office purchased this software a little over a year and a half ago and we are now working on a desk manual. We are also trying to work out a...
📆 Date: Wednesday, July 13⏱ Time: 1:00-2:00 p.m. EDT🌎 Location: Virtual About this Event Join Kathleen Smith of the City of Fort Wayne as she shares how her team worked with F.H. Black & Company Incorporated to cut their budget book prepar...
With the Canadian Securities Administrators modernizing SEDAR (finally) with the rollout of SEDAR+ in 2023, does Workiva have any plans to provide SEDAR filing solutions similar to that for FERC and SEC?
Hi, Is it possible to automate a numbered list?Like this; Title Level 1: 1. Title Level 2: 1.1Title Level 3: 1.1.1Title Level 3: 1.1.2 Title Level 2: 1.2Title Level 3: 1.2.1Title Level 3: 1.2.2 For this, can the prefix and suffix be variable?Th...
Does Workiva support calculations with nested formulas, or is it limited to support nested formulas for calculated amounts (e.g. pulling from a cell that is an output of another calculation)?
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...