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Index
Version 26.1
Version 20.3 Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 25.4
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Combine Text
Last Refreshed By
Split Text
Last Refreshed Time
Common Options
Shared Templates Drive
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
Edit a File
File Server
Drive Types
Dropbox
Delete a File
Snapshot
Custom Drill Columns
Subledger Custom Columns
Journal Custom Columns
Add a Custom Drilldown Column
System Administrator Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
System Administrator User Options
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
Discover Period Names
List of Values – Create
Segment End Date
Segment Description
Ledger Name
Get Balance
Get Balance Options
Multiple Ledgers
Period Offset
Period End Date
Period Start Date
Period Name by Date
Financial Category
Period Name
Segment Start Date
Enabled Flag
Parent Flag
Segment Tree
Account Type
Next Segment Value
Ledger Set
Previous Segment Value
Functional Currency
View Transaction
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
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
Advanced Options
Email
Drilldowns
Parameters
Source Report
Named Ranges
Execution
Load and Validation
Running the Scheduler
Create Schedule
SMTP Email Settings

Lineos

Insightsoftware Lineos leverages artificial intelligence to help resolve customer issues and answer product related questions.

Lineos currently provides three features.

  1. Doc Assist
  2. Data Assist
  3. Data Assist Function

Click on the Lineo menu on any of the Wands product ribbons to launch and start using the features.

Doc Assist

Ask questions about the product and how to perform tasks and functions. Doc Assist leverages all Wands documentation and knowledge articles to provide the best solutions and results.

Data Assist

Highlight a range of data in Excel and request Data Assist to provide analysis. Follow up the initial results from Data Assist with questions for more in depth and detailed answers. This feature is limited to roughly 2000 rows in Excel.

Data Assist Function

Insert a Data Assist function to a workbook for on-the-fly analysis of analysis of a specified data range. The Data Assist function will refresh when a Range, Sheet or Workbook calculation is initiated.

Lineos is only available to customers using the Insightsoftware Platform Portal.