Contact Us
Index
Version 20.3
Version 20.4 Version 21.1 Version 25.2
Contact Us
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
Exit
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
chat icon - ignore
Live Chat
Chat Offline

Save Template Layout

Save your custom drilldown layout for future reuse:

Field Name Description
Template Name A new name used to identify the new template.
Set as Default Set this template as the default to use when executing a drilldown.
Public Mark the template Public. Public templates are stored in the Shared Templates Drive and are accessible by other users.

  • Drilldown templates can only be marked Public if the Shared Templates Drive feature has been configured.
  • Although Public drilldown templates are stored in the Shared Templates Drive, the files are not visible from the Shared Templates Navigator.
  • Public drilldown templates can only be changed or deleted by the owner or a user granted the Wands System Administrator profile.
Description A description of the new drilldown template.

The description field is only active if the drilldown template is marked as Public.