Slide 1 - Slide 1

Slide notes

Income Statement, Balance Sheet and GL Management Reports are typical Reports that include a lot of Tags with GL Name Templates. These Templates do not require a Data Source to be stated, and there are 3 options available: Single, Double and Multi Rule. Our choice is determined by how many criteria we need to state to select the correct Accounts for the answer. In this example, we will use the GL  Multi Rule Template to extract the Current Month Office Costs total.

 


Slide 2 - Slide 2

Slide notes

 


Slide 3 - Slide 3

Slide notes

In the Report Layout, it is Tag 44 that must calculate the Current Month Office Costs.


Slide 4 - Slide 4

Slide notes

 


Slide 5 - Slide 5

Slide notes

 


Slide 6 - Slide 6

Slide notes

 


Slide 7 - Slide 7

Slide notes

 


Slide 8 - Slide 8

Slide notes

 


Slide 9 - Slide 9

Slide notes

 


Slide 10 - Slide 10

Slide notes

 


Slide 11 - Slide 11

Slide notes

 


Slide 12 - Slide 12

Slide notes

 


Slide 13 - Slide 13

Slide notes

 


Slide 14 - Slide 14

Slide notes

 


Slide 15 - Slide 15

Slide notes

 


Slide 16 - Slide 16

Slide notes

The 1st Name is mandatory and will give us an answer. Optionally, we can use a 2nd Name also, with an Operator applied to the 2 answers, and which then yields the final answer.


Slide 17 - Slide 17

Slide notes

 


Slide 18 - Slide 18

Slide notes

 


Slide 19 - Slide 19

Slide notes

We need a minimum of 1 Rule, and we can have many rules if we need them. On the 1st Rule Line, the 'AND / OR' Operator does not apply, and therefore the system inserts a star.


Slide 20 - Slide 20

Slide notes

 


Slide 21 - Slide 21

Slide notes

 


Slide 22 - Slide 22

Slide notes

 


Slide 23 - Slide 23

Slide notes

 


Slide 24 - Slide 24

Slide notes

Our Line Rules are based on Report Flags and FROM / TO Value Ranges.


Slide 25 - Slide 25

Slide notes

 


Slide 26 - Slide 26

Slide notes

 


Slide 27 - Slide 27

Slide notes

 


Slide 28 - Slide 28

Slide notes

 


Slide 29 - Slide 29

Slide notes

 


Slide 30 - Slide 30

Slide notes

 


Slide 31 - Slide 31

Slide notes

 


Slide 32 - Slide 32

Slide notes

 


Slide 33 - Slide 33

Slide notes

 


Slide 34 - Slide 34

Slide notes

 


Slide 35 - Slide 35

Slide notes

 


Slide 36 - Slide 36

Slide notes

 


Slide 37 - Slide 37

Slide notes

 


Slide 38 - Slide 38

Slide notes

 


Slide 39 - Slide 39

Slide notes

 


Slide 40 - Slide 40

Slide notes

 


Slide 41 - Slide 41

Slide notes

 


Slide 42 - Slide 42

Slide notes

 


Slide 43 - Slide 43

Slide notes

 


Slide 44 - Slide 44

Slide notes

 


Slide 45 - Slide 45

Slide notes

 


Slide 46 - Slide 46

Slide notes

 


Slide 47 - Slide 47

Slide notes

 


Slide 48 - Slide 48

Slide notes

 


Slide 49 - Slide 49

Slide notes

 


Slide 50 - Slide 50

Slide notes

 


Slide 51 - Slide 51

Slide notes

 


Slide 52 - Slide 52

Slide notes

 


Slide 53 - Slide 53

Slide notes

Our 2nd and 3rd Rules could have been combined, but it will work like this as well, and we want to show the ability to use as many lines as we may need.


Slide 54 - Slide 54

Slide notes

 


Slide 55 - Slide 55

Slide notes

 


Slide 56 - Slide 56

Slide notes

 


Slide 57 - Slide 57

Slide notes

So, this is our example of using the GL Multi Rule Template.


Slide 58 - Slide 58

Slide notes

 


Slide 59 - Slide 59

Slide notes