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Designer GL Build a Template for GXL

As fields in the Formula Builder > GXL panel vary based on the selected ledger, use the following table to enter unique data unique to Designer GL ledgers:

Field Description

Ledger

Click the drop-down list, and select a Designer GL definition from which to retrieve data. After selecting a value, the system changes the parameters in the panel to match the selected definition.

Key 1

Click the drop-down list, and select a value, or manually key a value. The header and field value vary based on selected Designer GL requirements (for example, APlusKey 1= Library).

Key 2

Click the drop-down list, and select a value, or manually key a value. The header and field value vary based on selected Designer GL requirements (for example, APlusKey 2= Balance Type).

Year

Click the drop-down list, and select the reporting year.

Format

Click the drop-down list and select the time range for which to retrieve data. Valid formats are:

  • PER
  • QTR
  • DQTR
  • YTD
  • LTD
  • RANGE

Period

Click the drop-down list, and select the corresponding period, quarter number, or range of periods (for example, 1.5 for periods 1 through 5) for the specified format.

Note: the system does not verify that the value manually keyed is a valid value (for example, contained in the drop-down list).

See Build a Template with Formula Builder for more information.

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