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Index
Version 26.2
Version 20.3 Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 25.4 Version 26.1
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Launch Multiple Environments
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Common Options
Shared Templates Drive
Oracle Cloud Connector Database
Navigator
Open a File
Create a File
File Server
Drive Types
Dropbox
Delete a File
Edit 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 Child Ranges
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
Financial Category
Functional Currency
Previous Segment Value
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
Get Balance
Multiple Ledgers
Get Balance Options
Ledger Name
Segment Description
View Transaction
Analyze Balances
Drill to Journal or Subledger
Drill Criteria Sheets
Drill Criteria – Balance
Drill Criteria – Journal Extract
Drill Using a Saved Template
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

Live Data

Enable real-time data retrieval for Get Balances.

Requirements

  • Oracle ERP Cloud logon credentials
  • Oracle ERP Cloud URL
  • Enable User Option to access Live Data button on Ribbon

Constraints

  • Only PTD, YTD and QTD balances are supported.
  • No drilldowns are supported, meaning drilldown data will be retrieved from the replicated data and drilldown and get balance data may be out of sync and not reconcile.