Our team is just implementing Workiva now and trying to determine the best way to house and link support for the footnotes. Prior to implementing Workiva, we had support in excel workbooks that produced numbers used in footnotes of the 10-Q. We we...
I am trying to tag our fiscal period of 52 weeks with FiscalPeriodDuration, but P52W is not recognized as a period duration. Is there a nuance? I found reference to this exact question in another posting, but it is no longer active. The definit...
Is there a way to set up a conditional fomat when the adjacent cell contains a specific value? In my example below I want cell H2 to be highlighted when cell G2 contains an * or any other value that I choose.
The company that I work for is looking at transitioning from ToppanMerrill for our filings and instead filing ourselves through Workiva. One of the questions that was asked is how does the process of printing our 10-K work? Our CSM mentioned a 'Pr...
As a reviewer, I see many instances where the Control Tester did not organize the files uploaded. In the attached screenshot you will see the population and sample documents are all together. Is there a way to move the documents into the correct...
When importing a Word document, or DOCX format, there are a couple things you can do prior to import that can improve the look of your document after import. These would be a) converting auto-text to plain text, and b) removing unneeded sections b...
Hi, We are a real estate investment manager and one of the things that our team is responsible for is reporting on all different types of metrics about our properties. We have a large data warehouse that aggregates ~200 metrics for each of our pr...
Hey Mike, We have a waterfall chart in our MD&A that shows what makes up our net income in each column, and then the last column in the chart has the budgeted net income for comparison. In our classic document, we had a chart option for that budge...
How under the new platform do you add member special permissions to a "Starter" such as only can open reviews sent to them? We see it for the people that were migrated over, but cannot seem to figure out how to add it to new users.
Hi Mike, I'm working out of Next Gen. now. Can you verify if the 'document' and 'other' are still the only non-filing documents within a project? I want to create a press release document that is linked to our workbooks in a 6K project, but I don'...
In Next Generation Documents the blacklines we create are automatically downloaded as a PDF. If you create multiple blacklines is there be a way to see the list of blacklines created and choose to re-download one of them? Or is this something that...
I have questions on the current updates to Workiva for iXBRL. I have seen some updated posts from other community members but I wanted to make sure I understood the best approach to take when our team migrates to iXBRL. 1. Are there any best pract...
Is it possible to create a table of contents where you can reference pages within a section? For example if we combined all of the financial statements into one section instead of having separate sections for each statement would we be able to cal...
Is it possible to have different page layouts within one section of a document in the Editor? For example, I have a couple of documents where the primary financial statements are in portrait format, but the supplementary schedules to those stateme...
Just transitioned to the 2019 DEI taxonomy for our Q3 10-Q and transitioned our workbook to sheets. As a result, I now have an error with the document period end date: previously it had been linked from our workbook, but the value came back in MS...
Has anyone figured out exactly how the 10-Q exhibit list should look after adopting iXBRL?Previously, my company was advised to change the description of exhibit 101.INS to the below: However, our outside counsel has now advised us that we should...
We have an existing, Classic Presentation where all of the slides are formatted in letter size for easier printing for certain management. Unless I'm just missing it, I can't find a slide properties area that includes sizing of the slides and the ...
Hi there,I've been trying to find the specific legal requirements for xBRL tagging and having difficulty finding anything definitive (i.e. what exact sections of the Form 10-K are required to have xBRL tags). The best I can find is extremely vague...
I have a table of data in a spreadsheet. I want some records to appear in one section of a document and other records to appear in other sections of the document. I accomplished this by linking the entire data table to each section of the document...
My company is currently exploring opportunities within Workiva to make our SEC Reporting process more efficient. Can anyone share similar experiences or process improvements made?
We are in the process of implementing Workiva. Just last week we were told that we could delay sending sample requests and the receiver would see one email with multiple requests in it. Is that correct?
Our workbook supports several documents. Over time it has become difficult to follow and update. We are considering redesigning our workbook and was wondering if anyone has done this and what principles were used in deciding how to organize data
I'm trying to create a link between our wdesk database, which stores control information to a word document in a project folder, so control information updated in the database is automatically updated in the word document. How would I create this ...
Two-way data connections would prove efficient.
This is how I explain it. Feedback welcome.
We have an image in our header but the text is different from one section to another. Whenever we create a new header I copy the the format from an existing header and paste into the new header. However only the text is copied and I have to reinse...
In our Proxy, I would like to link a statement that says, "...See "Directions to the 2019 Annual Meeting of Stockholders" on page 64 of this Proxy Statement."I've tried several different approaches to retain the quotes before "Directions" and afte...
In the Balance Sheet, we don't display any values on our Commitments and Contingencies line item. Should this line item be included as part of a calculation relationship regardless of whether an amount is displayed or not?
Our executive summary in our MD&A used the two columns page layout in classic documents, but when I just transitioned to next gen docs for our September reporting, it reverted back to normal. I don't see an option to change the page layout back t...
I am unable to have a list continue across multiple sections. 1. x 2. x Section break 1. x <---- I don't have the option to pick the number to start with or continue numbering from previous section. I should have the option to do either. ...
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...