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. 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. 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). Report 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 |
|---|---|
| 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. |
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 |
|---|---|
| Balance | Will return the FICO Object combination balances in the default drilldown template for each Get Balance function within the selected named range. |
| Line Item | Will return the FICO Object combination balances and related Line Items in the default drilldown templates at each level for all Get Balance functions within the selected named range. |
| Document | Will return the FICO Object combination balances, related Line Items, and related Documents in the default drilldown templates at each level for all Get Balance functions within the selected named range. |
| PCA Line Item | |
| CCA Line Item | |
| CO Document |
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.