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Index
Version 25.2
Version 20.3 Version 20.4 Version 21.1
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Combine Text
Last Refreshed By
Split Text
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
Edit a File
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Drive Types
Dropbox
Delete a File
System Administrator Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator User Options
System Administrator Server Information
Discover Period Names
Discover Segment Properties
Expand and Explode
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Value Hierarchy
Expand Segment Values
Discover Segment Values
Discover Level
List of Values – Create
Period Name
Ledger Name
Segment Description
Ledger Set
Segment End Date
Next Segment Value
Account Type
Segment Tree
Parent Flag
Enabled Flag
Segment Start Date
Get Balance
Multiple Ledgers
Get Balance Options
Financial Category
Period Offset
Functional Currency
Previous Segment Value
Period End Date
Period Start Date
Period Name by Date
Drill Using a Saved Template
Analyze Balances
Drill to Journal or Subledger
Drill Criteria Sheets
Drill Criteria – Journal Extract
Drill Criteria – Balance
Edit Template Layout
Save Template Layout
Manage Templates
GL Wand User Options
Other Tools
Hide Zeros
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

System Administrator User Options

Set the default user options. Additionally, prevent the user from changing the option locking the applicable items.

Option Description
Suppress unsafe exit warnings If you do not use the Exit button to quit the application you will be prompted with the warning at the next launch. Use this option to suppress that warning message for all users.

The Exit process performs a number of important tasks and users must therefore use this button to quit the application. We do not recommend that you enable this option to suppress the warning message.
Include product usage with the overall company statistics Determines if the user’s product usage will be included in the company statistics.

This option cannot be disabled during a trial of the product.
Show disabled Include disabled segment values when discovering, expanding or exploding and in lists.
Treat end dated segments as disabled If a segment value has a “From” or “To” date specified which falls outside the current date then treat it the same as a disabled segment value.
Show segment criteria errors If you enter segment criteria which does not exist in the list of segment values, the GL Wand function will return an error message. If you would prefer that the function returns an empty string (or zero balance when applicable) then disable this option.

By disabling this option you acknowledge that you are aware of the fact that GL Wand will return a zero balance in the Get Balance function when the segment criteria that you enter does not match any segment values.
Show last calculated values Shows the last calculated value, if available, when performing an action that triggers an Excel calculation (except using the refresh buttons which always calculates a new result).
Auto refresh when workbook opened By default a workbook will not calculate insightsoftware formulas when it is opened. This option can be used to control this behavior.
Disable Excel multi-threaded calculation mode Disables Excel’s multi-threaded calculation mode during an insightsoftware calculation. Due to an Excel bug, which has not yet been addressed by Microsoft, an error can occur during the calculation of larger, more complex reports. The error manifests as an “Out of resources” message or an Excel crash which occurs during the process where the results of insightsoftware functions are returned to Excel. Disabling the multi-threaded calculation mode is a workaround to avoid this bug. The overall effect on calculation time should be minimal as the results are returned to Excel in-between processing other calculations.

The bug does not affect all reports and you may therefore uncheck this option should you wish. However if you experience the Excel bug then checking this option will be required.
Calculation drills to new workbook When enabled, drilling down from a function (calculation) will populate the results into a new workbook.
Drilldown drills to new workbook When enabled, drilling down from a previous drilldown report will populate the results into a new workbook.
Double click enabled When disabled, a double click in Excel will no longer open lists of values and execute drilldowns.

Changes to this option are only effective at the next logon.
With this setting enabled, double clicking in a cell that does not contain an insightsoftware drilldown function or list of values will always result in the cell being put into edit mode. Excel’s option to select the cells that are referenced by the active cell will be disabled.
Add a dummy line for unsupported drilldowns Adds a dummy line to a drilldown where the source line was not supported.
Suppress zeros on drilldown Exclude items in the balance drilldown report if the opening balance, dr movement, cr movement and closing balance are all zero.