Report Wizard
The report wizard is useful for building your very first example report from which to learn GL Wand principles. The report wizard will create a template report using your Ledger configuration. The report has a standard layout and allows you to specify one segment as the “Page” item and one segment as the “Row” item. A report is created with a list of values at the top of the report for the chosen “Page” segment. A row is created in the rows of the report for the chosen “Row” segment. The report wizard creates generic Get Balance formulas to build the detailed values of the report. To create an example report with the Report Wizard navigate to GL Wand | Tools | Other | Report Wizard.
Select the template you want to create.
Click Next and populate the parameters required parameters to customize the example report.
Click Next to display the instruction message regarding what to do next and then click finish to create the example report.
Now that you have generated the report you can extend it to incorporate other values by inserting more rows and copying and pasting the generic Get Balance formulas. You now have the freedom and power of Excel to extend it and modify it as needed.