Drilldowns
In addition to distributing your Wands report, you can also specify an optional drilldown be performed for a single cell or a range of cells. Both GL Wand and Reports Wand drilldown types are supported, the result of the drilldown will be included in the output file. Drilldowns provide the recipient of your output file, with detailed information behind balances or key figures in your Source Report that were calculated using a GL Wand Get Balance function or a Reports Wand Insert Run Report function. Recipients do not need an Wands license to view drilldown detail.
Named Range
Select the named range that includes Wands drillable formulas (GL Wand Get Balance function or a Reports Wand Insert Run Report function). Reports Distribution Manager finds any named ranges that reference a single cell or range of cells within the source report and lists the named ranges within the dropdown menu. The Add Drilldown and Remove Drilldown buttons can be used manage the list of drilldowns.
Drilldown Type
Option | Description |
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GL Wand | GL Wand type drilldowns will be performed for all Get Balance functions included in the Named Range. If a named range references multiple cells containing Get Balance functions, the result of the drilldown for each Get Balance function will return in a single drilldown template. The default template will be used for GL Wand drilldowns, the default drilldown template is specific to you. To change your default GL Wand drilldown template click on Manage Templates within the Customize Drilldown section of the GL Wand ribbon toolbar. |
Reports Wand | Reports Wand type drilldowns will be performed for all Insert Run Report functions included in the Named Range. If a named range references multiple cells containing Insert Run Report functions, each Insert Run Report function must be derived from the same report definition and contain the same Report To cell reference. A new report template will be created for Reports Wand drilldowns if a drilldown template is not included in the source report.
If you are distributing a Source Report that contains Reports Wand drilldown templates, each drilldown template will be re-executed with the last used parameters when the RDM Template is executed. Any drilldowns specified will then be performed for the selected parameter values. It is recommended that you enter and save parameters for each Reports Wand drilldown template within the Source Report. You can set the parameters to only return one row by placing a “1” in the Limit field. This will ensure the drilldown template re-execute will perform quickly when the RDM Template is executed. |
If you are including the result of a drilldown in your PDF or HTML output file, adjust the print layout in the Source Report to ensure it shows on the page as intended.
Drilldown Level
For any GL Wand drilldown you can specify the level of drilldown to be included with the output file; three levels of drilldown are available:
Option | Description |
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Balance | Will return the segment combination balances in the default drilldown template for each Get Balance function within the selected named range. |
Journal | Will return the segment combination balances and related journal entries in the default drilldown templates at each level for all Get Balance functions within the selected named range. |
Sub Ledger | Will return the segment combination balances, related journal entries, and related sub ledger transactions in the default drilldown templates at each level for all Get Balance functions within the selected named range. |
Each level of drilldown will be displayed in a separate worksheet within the workbook output file when the Excel output option is selected. For all other output options, each level of drilldown will be displayed as a separate page or tab within the output file.
Next, select your email recipients or click Finish to create or add to the RDM Template.