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New Release Notification
Company Code Selection
User Profile
Excel Not Ready Error
Add-In Load Error
Multiple Instances
License Key Errors
Snapshot
Shared Templates Drive
Drive Types
File Server
SAP Database
Dropbox
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
System Administrator Options
System Administrator Licence Key
System Administrator User Permissions
System Administrator User Options
System Administrator Server Information
System Administrator Delimiter Options
System Administrator Configuration Options
Expand and Explode Level
Discover FICO Object Values
Expand and Explode
Expand FICO Object Values
Explode FICO Object Values
Explode FICO Object Value Hierarchy
Expand FICO Object Value Hierarchy
List of Values – Create
Previous FICO Object
Next FICO Object
Get Balance
Get CCA Balance
Get New GL Balance
Get Classic GL Balance
Get PCA Balance
Company Code Name
Alternative GL Account
FICO Object Description
Drill Criteria Sheets
Drill Criteria – Classic GL Balance
Drill Criteria – New GL Balance
Drill Criteria – PCA Balance
Drill Criteria – CCA Balance
Drill Using a Saved Template
Drill to Document
Drill to Line Item
Template Layout
Save Template Layout
Manage Templates
Other Tools
Hide Zeros
Clean Template
Configuration Sheet
GL Wand User Options
Load CCA
Create Schedule
Running the Scheduler
SMTP Email Settings
Source Report
Named Ranges
Parameters
Drilldowns
Email
Advanced Options
Load and Validation
Execution

Source Report

The first step in creating a Report Distribution Manager (RDM) Template, is to select a Source Report to distribute and specify the preferred output options.

Report

The report you want to distribute using RDM should be in a format that is acceptable to each recipient. Excel functions and formulas can be used in the RDM Template, generated after completing the RDM Template Wizard, to personalize the distributed output file. If a recipient requires different reporting requirements, you can add additional report templates to the RDM Template.

Option Description
Source Report File path of the report you want to distribute. You can click on the File Explorer icon to browse your files. Alternatively, you can distribute a report template from the Shared Template Drive. Click on the Shared Templates Folder icon and then browse for the file within the RDM Template Wizard.

The Source Report needs to contain at least one single-cell named ranges for entering parameter values.
Output Folder Folder path where you would like the report to be distributed to. Ensure you have write permissions to the folder before executing the template. If you do not specify an Output Folder, the distribution output will be created in the Source Report file path.

Output Options

The output file that is distributed can be in any or all of the three following file types:

Option Description
Enabled Reports can be distributed in Excel, PDF or HTML format when the Enabled option is selected. A report will not be distributed if the Enabled option is not selected.
Excel Reports can be distributed in the exact Excel format of the source file. There are two additional options:

  • With Formulas:

Retains all Wands functions. If you are distributing this report to another Wands user, they can log in and refresh the report to update the latest values.

  • Snapshot:

This tool will remove all the Wands functions from the workbook and will replace them with the values that the function returned during the distribution. This process will only replace Wands functions, all other Excel formulas will be left as they were. If you are distributing this report to a user who does not have Wands, we recommend you select the Snapshot option.
PDF Reports can be distributed in a Portable Document Format (PDF). No additional software is needed to distribute a report as a PDF, recipients of PDF output files may need to download a PDF viewer to view a PDF report.

Modify your source report page layout to ensure your output file will fit on the page.
HTML Reports can be distributed in Hyper Text Markup Language (HTML) format.  Recipients of a HTML report will view the report in an internet browser.  In addition, RDM can be used to update a company website or intranet site with an HTML report.

The next step is to define report parameters for the Source Report you want to distribute.