Does anyone else find it quite difficult to see the highlight shading for next gen iXBRL when looking at the your documents? I need to turn off highlighting to show the dark green triangles but it is still a pain to catch untagged items. In Clas...
When should the "Net" label role should be used?
Hi there. We have a spreadsheet that is auto-populated via a chain ("Overwrite Sheet" command) multiple times per day. We then publish the contents of the sheet to other users as a connected sheet. This requires us to hit the "REPUBLISH" icon e...
A few years ago, one of the TEC events, we were told never to customize axis and domain, as the whole hypercube will be not searchable. I was informed in recent xbrl trainings, that it's now fine to customize axis and domain. Want to check if it's...
I had to delete note number 2 in my 10K, therefore, needed to update the numbers for all of the following notes. I noticed that the paragraph properties tab on the right panel has an option to "continue numbering from previous item" or "restart nu...
Is there any way to import a chart made in Excel into a wdesk document? Or does it need to be created within wdesk? Thanks, Tatiana
DateThursday, December 32:00-3:00p.m. EST Register Now Quarterly filings are one thing, but the 10-K and external audit are the real deal. If you’re looking for ways to avoid issues with your year-end disclosures and external audit for 2020, you’...
The following feature enhancement was suggested by a fellow Workiva customer. If you too would like this feature, vote it up or let us know in a comment below and we’ll get your feedback connected to our Product Team as well. I have created a bl...
I am creating a stepwise text table in situ, with one step for each row. Each step is numbered: e.g., 1. <text> The problem is that I can't type a closing period after the number -- it keeps disappearing. Any ideas?
Hi I am having a problem in next-gen where I have two tables after each other in a document. I am trying to remove a blank line from between the two tables but if I press delete, backspace, or any other kind of function, Wdesk tried to delete the ...
It would be helpful to have the ability to spell check the entire document from a function in the toolbar, similar to how it was in classic.
Is there a way to adjust the scale of the x-axis on a chart in Workiva? I don't see the configurations.
How do I remove the header and footer in the document? They come up automatically.
Has this been added to NextGen - I haven't been able to figure it out and the last information in this thread is from 3 years ago? Thanks
Hi team, We are using PDF (Beta) version for one of our documents "Form 10-K 9.30.20" and following alignment issue is observed therein. (See PDF screenshot below) However, the alignment of the table looks fine in Wdesk document. (See Wdesk Scree...
Is there a way to be able to spellcheck in the spreadsheets? We are being asked this all the time by our auditors. Is this being considered on the horizon?
As you continue to provide your awesome feedback in the Community, you've probably seen a few mentions both here and in your inbox regarding your "requests". We realize you may have some questions about what that means, and the good news is we hav...
As you know, many of the improvements and new additions to Workiva’s platform are a direct result of user feedback. Our product team works hard to implement the suggestions our users provide, and while we can’t implement every one of them, we try ...
Hi Mike - Can you please provide an update on the status of the below post? It is closed for comments. https://support.workiva.com/hc/en-us/community/posts/360069907792-Images-into-NextGen-Docs-?input_string=Image%20name Unless this issue has bee...
Does anyone if it's possible for a user with a viewer role to be able to look at document reviews?
Is there a way to see that your XBRL calculation in Next Gen isn't correct without having to download the calculation report after generation? In Classic, you could see a red dotted line and knew that the calculation wasn't working properly but n...
I am getting a DQC 0004 error related to Assets. The calc includes Assets, current + PPE, net+ Goodwill + Intangibles, net. The DQC error value seems to be excluding GW and Intang - which is causing the error. I cannot figure out how to resolve...
In the SOX workspace I don't find a way to add documentation to an issue or action plan. Does that functionality exist? If not, what do others do?
What is SimpleCert? SimpleCert is a platform that Workiva uses to both issue and store CPE (Continuing Professional Education) Certificates of Completion issued to our event attendees. Records in this repository date back to 2017. Accessing Simpl...
Is there any way to have a fraction/number shown in your document as "one-third" and tag it for iXBRL without using a phantom fact? I am familiar with showing numbers as words, but don't see this type of format as an option. Now that we are on Ne...
Can I have the data from a spreadsheet linked to tables in Wdata? The updates I do in the sheet should reflect back in the tables in wdata.
Hi, It is possible to attache the picture in spreadsheet in workiva file that this stay open every time like in excel version? thks
With the adoption of ASC 842 our acquired properties are considered asset acquisitions instead of business combinations; however there are no asset acquisition concepts, axis, members. Should I be using business combinations or create extensions?
The following are Postman Collections (v2.1) that can be imported into Postman for testing the Wdata API. To import, click the "Import" button in Postman and either copy and save the following Collection(s) as a .json file or import as raw text. L...
Has anyone successfully used Workiva to complete a 10-Q or 10-K tie-out that was accepted by their external auditors and fully replaced a manual tie-out process? Our current process involves printing a physical copy of the filing and manually add...
Amplify is a great experience from top to bottom, but one of the best parts about this annual event is the ability to connect with your peers and the Workiva staff. It's always bittersweet when the conference ends, but the connections you make her...
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...
