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Version 20.3
Version 20.4 Version 21.1 Version 25.2
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Wands for Oracle Cloud 20.3 – Home
insightsoftware
Installation
Logging On
Insert insightsoftware Function
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Tools (insightsoftware)
Snapshot
Shared Templates Drive
Drive Types
Dropbox
File Server
Cloud Connector
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
Administrator
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
About
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Help and Shortcuts
Excel Error
GL Wand
Ledger and Segment Selector
Discover
Discover Segment Values
Discover Level
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Values
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
List of Values
List of Values – Create
Insert GL Wand Function
Account Type
Enabled Flag
Functional Currency
Get Average Balance Summary
Get Balance
Get Balance Options
Multiple Ledgers
Ledger Name
Ledger Set
Next Segment Value
Parent Flag
Period Name
Period Offset
Previous Segment Value
Segment Description
Segment End Date
Segment Tree
Segment Start Date
Calculating
Execute Drilldown
Drill Criteria Sheets
Drill Criteria – Balance
Drill Using a Saved Template
Customize Drilldown
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand Tools
Other Tools
Clean Template
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options
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Manage Templates

This form is used to maintain all the drilldown layouts you have created. Select the drilldown report that you wish to manage templates for from the drop-down list.

Edit a template

  1. Select a template. If you are the owner or have been granted the Wands System Administrator profile, the Template Details panel will be populated with the template details.
  2. Edit the name, description, default and/or public attributes.
  3. Once the required changes have been made, select Save to commit your updates or Cancel to undo any changes.

Delete a template

  1. Select a template. If you are the owner or have been granted the Wands System Administrator profile, the Template Details panel will be populated with the template details.
  2. Select the Delete button to remove the template.

Deleting a Public template removes the drilldown template from the Shared Templates Drive.