Your place to ask and share expertise on reporting processes with Documents, Presentations, Spreadsheets, and more!
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...
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...
Can Workiva add the Price Excel formula to Spreadsheets? If not, is there anything similar to use?
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.
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...
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...
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 ...
I inserted an image into a presentation and the image looks blurry versus in an actual PowerPoint. Any tips that provide better resolution?
Hello! I am wanting to build out a tieout sheet for all related numbers in the audit. Specifically, I am wanting to have a single sheet dedicated to showing that all numbers that are used in multiple areas match. An example of this would be the ...
I am trying to see if Data Validation is something we should be using. Any guidance or advice is much appreciated.
Has anyone built their cash flow (and I know it can't be 100% automated) in HFM vs Workiva - pros, cons?
I am a new user and want to create WDesk documents from existing Word documents without retyping.
It's year end, and once again I am faced with the task of rolling forward our D&O questionnaires. Ever since we have been a public company we have used MS Word for it. The current process is long, tedious and completely inefficient. I was hoping ...
I was hoping to gather some general information on Disclosure Committees for a project I'm working on. If any of you would be willing to respond I'd greatly appreciate it. Thanks! • In terms of titles and functions, who attends and are considered ...
Does anyone use the Editor tool for routine internal reporting? We are considering this due our success in using the tool for external reporting and our desire to streamline our reporting processes. If you have gone down this path of utilizing t...
