Create a Template

Click the Add button to create a new Report Wizard Criteria Template. These statements can be run directly on the database to load the criteria templates into the database table. See note at bottom of page for adding predefined criteria templates.

Template Type

Select “Report Wizard Column” from the list.

Criteria

Populate the parameters on the Criteria tab.

Tip: Both Template Name and Description are used when searching templates from the Report Wizard. Ensure that both the Name and Description are detailed and contain words that users are likely to search for.

Report Wizard Column Template

Parameter	Description
Template Name	The name assigned to the template. Visible in the selection lists of the Report Wizard and included in searches in these lists.
Template Description	A more detailed description of what the template relates to. Visible in the selection lists of the Report Wizards and included in searches in these lists.
Column Name	The column label displayed in the generated report.
Balance Type	Used in conjunction with the Year and Period Number fields to determine the period of time included in the derived balance. YTD – Year to Date. All of the transactions posted in the fiscal year up to the specified period as at the date of running the report. PTD – Period to Date. All of the transactions posted in the specified period as at the date of running the report. QTD – Quarter to Date. All of the transactions posted in the quarter up to the specified period as at the date of running the report. PJTD – Project to Date. FYS – Financial Year Start. Valid with actual balances only. FYE – Financial Year End.
Year & Year Type	The value in the Year field can follow one of two approaches depending on the Year Type field: If Year Type is “Absolute”, then Year must contain a static year value e.g. 2018; If Year Type is “Relative”, then Year must contain a value indicating the number of years to offset against the current year e.g. -1 for prior year.
Period Number & Period Type	The value in the Period Number field can use one of two approaches depending on the Period Type field: If Period Type is “Absolute”, the Period Number must contain a static period number e.g. 3 to always return the 3rd period; If Period Type is “Relative”, the Period Number must contain a value indicating the number of periods to offset against the current period e.g. -1 for prior month.
Translated Flag	The type of currency translation applied to the balance amount. Valid values are E, T, C or Total. For more information, refer to the Get Balance page.
Actual Flag	The type of balance: A – Actual B – Budget E – Encumbrance
Sharing	Allows templates to be shared with all GL Wand users on the system (PUBLIC) or only available and visible to the user who created the template. Note: System Administrators will be able to view, edit and delete Private templates of all users.

Criteria templates can also be uploaded in bulk by using the Excel workbook provided in the Wands install zip file. The “Report Wizard Column” worksheet includes a column which contains SQL insert statements. Installing predefined custom templates should be done by a database administrator or developer that has database access.