Report Wizard

The Reports Wizard assists new or infrequent users, to build fully functioning GL Wand reports using a combination of account segments, Report Wizard templates and other key parameters of the Get Balance function.

The Report Wizard uses a three step approach to build a report:

1. Design Layout – Choose which criteria to show where on the report.
2. Add Columns – Select from the Report Wizard Column templates and any additional criteria added to the column area on the Design Layout tab.
3. Add Rows – Select the row values for the criteria added to the row area on the Design Layout tab (e.g. one or more account segments).