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Index
Version 25.4
Version 20.3 Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 26.1 Version 26.2
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Combine Text
Last Refreshed By
Split Text
Last Refreshed Time
Snapshot
Common Options
Shared Templates Drive
File Server
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Edit a File
Drive Types
Dropbox
Delete a File
System Administrator Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
System Administrator User Options
Discover Period Names
Discover Segment Properties
Expand and Explode
Explode Segment Values
Explode Segment Value Hierarchy
Expand Segment Values
Expand Segment Value Hierarchy
Discover Segment Values
Discover Level
List of Values – Create
Financial Category
Get Balance
Get Balance Options
Multiple Ledgers
Period Offset
Period End Date
Period Start Date
Period Name by Date
Ledger Set
Period Name
Segment Start Date
Enabled Flag
Parent Flag
Segment Tree
Account Type
Next Segment Value
Segment End Date
Ledger Name
Segment Description
Previous Segment Value
Functional Currency
Analyze Balances
Drill to Journal or Subledger
Drill Using a Saved Template
Drill Criteria Sheets
Drill Criteria – Balance
Drill Criteria – Journal Extract
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
Execute Report
Create Report
Drill to Saved Template
Drill on Function
Modify Run Report Function
Run Report Order
Run Report Filter
Insert Run Report Function
Calculate Reports Wand Functions
Calculation Mode
Template Manager
Report Editor
Parameter List
Create List of Values
Show List of Values
Clean Template

System Administrator Configuration Options

Set the configuration options.

Option Description
System Administrator Contact Name The name of the person in your organization that your users should first contact with insightsoftware product queries.
Suppress Support Expiry Messages Until Suppress support expiry warnings until the date entered. The date must be between today’s date and 1 year in the future. Expiry of trial products and notifications of new versions will also be suppressed until this date.

These notifications and warnings are suppressed for users only. Insightsoftware administrators will continue to see this messages.
Drive Type Select the Shared Templates Drive type. The options are Cloud Connector database, Dropbox or a central File Server.

It is extremely important to understand the requirements and setup for the selected Drive type, please familiarize yourself with the help for the relevant type before selecting or changing this option.
File Server Path If the Shared Templates Drive type is set to File Server, enter the folder location here.
Restrict access based on product license Restrict access to shared templates based on the users assigned product license. i.e. GL Wand users will only be able to access GL Wand shared templates, Reports Wand users will only be able to access Reports Wand shared templates. This setting does not apply to insightsoftware administrators.