When a comment is made on a document, someone else can review that comment and the text/cells that it is attached to in the live doc by using the "jump to location" button. This 'jump to' includes specific cells within a table. However, if reviewe...
I am stuck once again trying to do somethign that seems very trivial. I have a spreadsheet with several columns. I need to query columns A, B and say E and load that into a table. That is it. So what I built is: So I need the ability to refre...
Hey Workiva Community! My name is Behdad and I am on the Product Management Team here at Workiva. We are super excited to get started on building a new generation of mobile functionality for our users. As we start exploring new technologies and fe...
Event Details March 5, 12, 19 and 2611:00-11:30 a.m. EST WATCH ON DEMAND In tumultuous times, one thing is certain: your agency still needs to operate. Join us for an overview of how federal teams can use Workiva to simplify reporting and risk m...
In a 10-K filing, we are have historically used the term "one one-hundredth of a share." Is there a way to enter this into a link within a document so that it writes it out that way (it would be 0.01 for iXBRL)? Or do I just need to have a hidde...
Timeline updates for next gen freeze—introducing Lock Edits Our Product Team has been pushing hard to provide the functionality to quickly lock down a file from editing. In Classic, this feature set was called Freeze and Thaw. They are in process ...
We would like to create one combined spreadsheet for our quarterly and year end reporting. What is the best method in Workiva Next Gen to copy portions of our quarterly spreadsheet file to another spreadsheet (e.g. year end spreadsheet)? Thank you.
Hi, I tried to follow this tuto to create a workspace but a don't have the button while i am admin. (https://support.workiva.com/hc/en-us/articles/360036002471-Create-a-Workspace). any ideas ? Thx for anwer
Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...
So I have been playing around with the Planning tab and think it will be a good resource for us. However, there are a couple of suggestions I would like to make: 1. Currently only a Manager role or Planner role can seem to access the planning. ...
The following enhancement was shared by a Workiva user: We are really excited for this new formula in Excel and wants to know if we would consider adding it too. https://techcommunity.microsoft.com/t5/Excel-Blog/Announcing-XLOOKUP/ba-p/811376 I...
Is the 2021 taxonomy available in Wdesk yet? I don't see the option to migrate to it yet; however, when filing my 10K there were already warnings about concepts that are deprecated in the 2021 taxonomy.
Hello, Since we are in the final lag of reporting, when I copied from the previous year audit documents, I left the comments in the documents. The help desk provided a resolution of creating new copies without the comments. The process will be too...
I am trying to recreate this chart from Excel into WDesk. The bar chart shows dollar amount but the data labels added to the outside ends of the bars are represented as percentages. I know that I can copy an image in from Excel, but I already h...
Our Design Reporting Guidelines covers everything you need to go for Design Reporting in Wdesk. If you're at the beginning of your process and looking for a quick guide as you get more familiar with Wdesk and Design Reporting in Wdesk, start here...
I have destination links in documents which have been deleted. They are showing up when I view the source links in current documents. Is there any way to remove them so this is less cluttered? I thought emptying the trash would remove them but ...
Can someone point me to a symbol guide for non-printing characters? I know the pilcrow (paragraph symbol), the spaces (dots), and tabs (arrows) but there are certain symbols I haven't seen that show up. I see brackets and squiggles that I have no ...
Can macro enabled excel files be uploaded to Wdesk Spreadsheets?
The new requirement to include the following on your 10K cover page Indicate by check mark whether the registrant has filed a report on and attestation to its management’s assessment of the effectiveness of its internal control over financial repo...
Is there a way to turn off full precision from wdesk? We really don't use it and the few times it has accidentally been used it actually messes up our footing so I was wondering if anyone knew if there was a way to turn that off completely so that...
When i try to refresh the TB i keep getting a yellow triangle with ! which indicates its a bad request and the TB is not getting refreshed due to this. How can we fix this?
Is it possible to share data between workspaces? I would like to copy a table out of one workspace and paste it in another so it can be used in both workspaces.
Event Details Tuesday, March 2nd2:00-3:00 p.m. EST WATCH ON DEMAND AboutThe world’s not like it was last week, let alone last year. And the same-old-same-old won’t help you and your audit team shield your organization from the tangible, loomin...
Written by Steve Soter. SEC filing pros may not get into the trenches in the proxy preparation process yet, but as the document grows in size and complexity, some general counsels are turning to SEC filing teams for tips on streamlining the compl...
WATCH ON DEMAND Key Takeaways As energy companies prepare to meet FERC’s XBRL® requirements, hear from peers about how they’re evaluating XBRL software and service vendors, what capabilities they’re seeking, and what steps teams are taking to e...
I need to increase header size, the header description doesn't fit in the default one. Please provide steps to increase the header length.
I imported a word document. Everything imported as one big section. How do I separate the document into sections in Workiva platform?
Hello When I download the 10-K in Word and 'enable content' to save the file on my desktop, the check marks on the Cover Page go away. In other words, only empty boxes shows up. Would you know why that is happening?
Hi - is it possible to create a user report that shows users in the Workspace, and details what folders they have access to and what level of permissions they have for each folder? This would be extremely helpful for controls or access to confiden...
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...
