Apologies if I missed this in already-existing support guidance, but I wanted to check in to see what, if any, non-Workiva files we can obtain from others as part of the new processes option. For example, instead of formally opening up a section ...
Typically we put the change in line items in our MDA in the document. Is it better to do it in the document or in the spreadsheet
We're excited kick off the pre-conference day for the Americas. The SOX & Internal Controls Professionals Group Summit starts at 2:00 p.m. ET today! As part of Amplify, all attendees can catch all this—even if they’re not a SOX Pro Group member (y...
This blog originally appeared on Workiva.com on Aug. 25, 2021. Written by Chuck McMurray. Let’s talk about everyone’s favorite subject: rounding. Exciting, right? Well, it is a lot more exciting now—not to mention exponentially easier—with Workiv...
If I make a copy of a document to use as a template for the next period (i.e. I copy the 2nd quarter 10-Q and then use that copy for the 3rd quarter 10-Q), it makes an XBRL profile with a name stating that it was copied. This copied XBRL profile ...
We are working on a if/conditional formatting situation-where we want it to be if No then should be blank and lock the cell for editing. Is that something that can be done currently in spreadsheets? Also is there conditional formatting that will...
How do you get a hyperlink to link within the document, but not appear as a hyperlink for document printing purposes?
We are creating XBRL tags for the FERC footnotes and linking them to the spreadsheet. The question I have is for my boss that tagged them, they show as yellow and show with the yellow triangle. I am looking at the same item, and that yellow does...
Hi Team, I am using Command Group Iterator to read(Get sheet Data) and to write(Write sheet) into a spreadsheet. Output of these commands are "Value1, Value2, Value3... ValueN". Instead of this, I want to rename these values as sheet names. Ca...
Hi, Was wondering if there's a best practice for image compression for adding images to wdesk presentations? It doesn't seem like there is currently a way to compress images directly within workiva so was wondering if there is an estimated ppi or ...
Hi, I just saw a note about connections between Spreadsheets and Documents. What is the difference between connections and linking? We use Spreadsheets as input files for our external documents such as financial statements and MD&A. We currentl...
Hi, I just added four users, invited them to the workspace, created a group exclusive for them, created the SSO mapping, added them to a report as viewers, and still can't see it. What am I missing? Thanks!
Hello - I am trying to roll forward a folder that has linked files within it. When I right click on the folder I do not have the "Copy" option. How can I roll forward this folder while keeping my links? Thanks, Allison
We have multiple letters within one folder in Workiva. We can create a pdf which includes all of the documents together. Is there an option to create multiple pdfs for single letter delivery to outside people?
Good afternoon, I'm reaching out because one of the tables for my financial statements presents a white square in the middle of it and makes impossible to see the information under the square, I can only see the information if I try to edit the ta...
New Summer Series Recordings Posted! New videos are currently available on Learning Hub, as part of our FERC Summer Series! Access the Learning Hub to find topics that our FERC customers have been inquiring about. FERC XBRL Overview Chain Contr...
In a document how can I insert a cross reference to another table reference, or the page on which a table is located. So for example I may wish to say in one part of a document "For more detailed information in relation to regional sales activity ...
Here's this month's Learning Hub newsletter, featuring the latest and greatest info on the awesome education opportunities available, including content on Certifications, blacklines, Workspace roles, comments and track changes. If you have any...
I inserted an image into a presentation and the image looks blurry versus in an actual PowerPoint. Any tips that provide better resolution?
I imported a PowerPoint presentation and some of my tables have borders around them (but did not have borders in pptx). I tried to use the no border function but it didn't work. Any ideas on how to fix?
Hi Team, I am new to Workiva. I am working on retrieving a CSV file from SFTP and updating the file records into a table in Workday. I am able to retrieve the file from SFTP. But the chain is getting error at the "Create file" command giving an er...
Is it possible to add filters to a spreadsheet template and have those filters carry over to the spreadsheets created from that template? I've tried to do this myself and the filters did not carry over to the newly created spreadsheet. While it i...
Hello! Is there a more "auto" feature for page numbers where it's multiple pages? See screenshot below. I was able to insert the page number 1 on the Strategic report, but the page 3 is manual. Same goes for the Directors' Report, where page 4 is...
In 2020, the SEC revised the rules to permit use of electronic signatures for Edgar filings. Is anyone using the Certifications as the tool to obtain the electronic signature for SEC filings.
Hi there! Hope you are all doing well, and enjoying the last few days of summer. But on a brighter note, I wanted to take a few moments to quickly share some awesome site updates we’ve made to the Workiva Community. So with that, let go head and g...
Amplify is almost here! Join us September 20-23 for the virtual (and free!) conference dedicated to simplifying the complex. Amplify will feature the things that keep bringing thousands of accounting, finance, and compliance professionals back e...
Hi all! Quick update for ya'll here. Friday, Sept. 3, 2021 and Monday, Sept. 6, 2021, the Workiva offices will be closed. Rest assured, though, that our 24/7 Customer Support will still be available. And as a reminder, Monday, Sept. 6 is a federal...
We send our auditors the latest document via the send for review functionality. It save us time if we could include attachments and allow reviewers to open and download support files from here. Hence auditors would be able to download the support ...
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...
