Your place to ask and share expertise on reporting processes with Documents, Presentations, Spreadsheets, and more!
When rolling forward and copying a folder (i.e. interim period), is there a way to keep the attachment labels in place as placeholders where we can upload new attachments or does selecting attachments keep the attachments from the previous period?...
12 months ago in our company, we produced all of our internal reporting and a large portion of our external reporting through Excel spreadsheets. Then our leadership transitioned us to Workiva and our team began the learning process of everything ...
How is your team collecting supporting documents from external sources and partners for metrics and datapoints throughout your financial statements through workiva? We currently utilize Content Requests but wish for a more user-friendly way to co...
Wanted to see if there were any best practices for integrating tie outs into workiva for use as a deliverable to auditors or other reviews, especially in the case of MD&A. We currently maintain a manual workbook for our tie-out of MD&A figures but...
Our current process for 10Q/10K subcertifications is start our Certification Process in Workiva, but send out an email to all certifiers with a link to Sharepoint where we share the certifier assignments and a draft of the 10Q or 10K. How are othe...
Does anybody have any tips (custom formatting or otherwise) that would allow for true zeroes to be shown as dash ("-") but figures rounded to zero (ie. $499,000 shown in Millions, 0 decimals) shown as "0". I am trying to avoid adding a separate co...
Is anyone else experiencing issues with array formulas (ex., Unique, Filter, etc) when exporting from Workiva to Excel? We’re seeing cases where these formulas don’t carry over in the Excel export. Curious if this is a known issue or something oth...
I built a table for Schedule H Fair Value reporting that has a LOT of links (i.e., every name and number for every row on approx 55 pages); however, this table keeps disappearing from the document when viewing - for both myself and others. Any ti...
We have a 163 page document with SVG images. The SVG's include 300dpi photos in order to output a high quality offset print at the end of the project. When we output a pdf with a image resolution of 96dpi a 100MB file is created. This can not be e...
We would like to utilized tasks more vs utilizing a 3rd party software to obtain documents and have folks within WDesk participate in the completion of certain, well, tasks. As it currently stands, it seems tasks are underdeveloped vs the rest of ...
Is there a way to prepare the 10-Q/10-K so that prior periods link to previous filings and rollforward accordingly? For example, for the Q3 2025 10-Q, I would like the Q3 2024 YTD and PTD figures to link to our Q3 2024 10-Q filing. Additionally, i...
Hello! I was curious if anyone uses Wdesk Document and/or Certification letter within processes for signers of the management representation letters for their external audits. We are currently using Documents for preparation and review but are pul...
Narrowing down to one feature is tough. But most recently, we have implemented the use of spreadsheets for data gathering for SEC and management reporting with our global subsidiaries. The templates were easy to set set up in spreadsheets and Wor...
Hi all, I am wondering if anyone has any hints or tips for building an automated solution for footing FS in word format. We have footing checks built into our excel version but this doesn't catch any hidden rows so we are currently footing each wo...
Hi community- anyone currently using Wdesk to prepare Texas Railroad Commission annual reports?
Can Workiva add the Price Excel formula to Spreadsheets? If not, is there anything similar to use?
Hi all! We are currently in the process of looking into implementing WDATA next year and during this process the question of whether to keep our separate 10Q and 10K spreadsheets, or transition to a single source spreadsheet has arisen. A long tim...
Our team has requested to have a role created that is specific to just Reporting. I'm looking to see which entitlements would be needed or involved for this role.
We combined our source sheet and added our Proxy to our workspace during Q4 2022, and after filing last week are ready to begin prepping for Q1. However, our proxy (not yet filed) is connected to our sheet. How do other teams handle this mismatch ...
Does anyone use or have an example of a Primary History tab in order to make rolling prior year/quarter information easier? It takes too long to go tab by tab. Thanks!!
Let's say you get your YTD revenue from a query. Then you want in a presentation to have a page that takes these results and puts the top 10 clients by revenue in descending order. What are the best practices on how to do this, please?
Hello Workiva, I have questions for you: just started working on Workiva in Q1. We have set up our financial statements workbook on Workiva, We would export the workbook, download the system generated reports into the workbook and import back in...
Hi! Is there a template that is basically a big check page that will show if a number in your document doesn't tie if it is referenced multiple places in the document? An example would be Net Income and it would check and show the error if it does...
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...
Hello, Are there any examples out there as to how clients have used the Wdesk Sync for connection to the Workday ERP? I'm looking to build spreadsheets that mirror wdesk workbooks that will pull in data from Workday, which would then be able to be...
What do you use to prepare your cash flow statement? Excel? HFM? Workiva? Pros/Cons. Any insight is greatly appreciated.
Does anyone has a recommendation or best practice of automating related party transaction disclosure in GSR? Currently we can upload the TB with Affiliate codes (i.e. intercompany codes) and map to corresponding COA accordingly. However, there a...
Hi, Just wanted to ask if anyone had any best practices regarding the accuracy of footnotes to tables. For example, if the ordering of footnotes is changed or if a new footnote is added to a table, what is the best way - other than just manually ...
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
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 ...
