To make changes to the report, you can update the fields as follows:
- You can modify the source report in E4. This can be done by editing the cell, but we recommend that you rather double click the cell and select the report from the normal file open dialogue box. If you edit the cell directly you must ensure that you capture the path and file name correctly.
- Optionally modify the output folder and grouping file name. You can double click the output folder cell to select the folder from a dialogue box.
- Optionally edit the hide zeros range. Please note the format must match the standard Excel range format. You can hide zeros on multiple ranges by comma separating a list of ranges in the hide zeros cell e.g. =’Profit and loss’!$C$17:$H$45,’Profit and loss’!$C$60:$H$100. With this syntax you can also set a hide zeros range on multiple worksheets in the workbook.
- You can edit the cell links in row 7. Please ensure that you enter valid cell references that target the correct input parameters in the source GL Wand report.
Edit the parameters by capturing from and to values and toggling the Y / N flags for the various options.
Enter email addresses in the To, CC and BCC fields.
- Optionally set an output folder and grouping file name for the row.
- Populate additional lines by either capturing the detail from scratch or simply use normal Excel copy and paste to create a new line and then change only those fields that are different.
- Insert additional rows if the default number is not enough.
Once you have completed populating the report set definition it can be saved as a normal Excel spreadsheet.