Contact Us
Index
Version 26.3
Version 20.3 Version 20.4 Version 21.1 Version 25.2 Version 25.3 Version 25.4 Version 26.1 Version 26.2
Contact Us
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
Edit a File
Create 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 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
Segment End Date
Segment Description
Ledger Name
Segment Tree
Account Type
Next Segment Value
Ledger Set
Parent Flag
Enabled Flag
Segment Start Date
Period Name
Financial Category
Period Name by Date
Period Start Date
Period End Date
Period Offset
Previous Segment Value
Functional Currency
Get Balance
Multiple Ledgers
Get Balance Options
View Transaction
Drill Using a Saved Template
Analyze Balances
Drill to Journal or Subledger
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
Load and Validation
Execution
Running the Scheduler
Create Schedule
SMTP Email Settings

Edit RDM Template

Edit Distribution Lines

After the RDM template is generated you can change or set new criteria for an existing distribution line. Changes can be made directly in the template or by selecting a distribution line and clicking on the template edit icon . Alternatively double-click an existing distribution line to edit the line using the Template Wizard. The RDM Template contains dropdown selections and LOVs that can be used to modify or add certain criteria directly in Excel. If a parameter uses a single-cell named range that includes an Wands LOV, the LOV will be available in the RDM Template.

Add New Distribution Lines

Additional distributions can be added to an existing RDM template by clicking on the template create icon . The additional report will be added to the next available row in the current active RDM template. Alternatively, you can double-click on a blank Excel cell under the Source Report heading within an RDM template to initiate the RDM Template Wizard. Excel formulas and cell references can be added to the RDM Template for customization of parameter values, email subject lines or messages, or Merge File Names.

Additional RDM Template worksheets can be added to the RDM Template workbook to organize your reporting distribution.

If cell references are used as parameter values within a RDM Template, they will be valued out if you edit a RDM Template using the RDM Template Wizard. This only applies to the row you have selected to edit using the RDM Template Wizard.

The RDM template is a normal Excel workbook, however, the structure must not be changed to ensure the integrity of the template. You can set and change criteria and add additional lines. Any other changes will corrupt the template.