M8399: FRx 6.7 Report Design Essentials I

Prerequisites:

Course Description:

The two-day Report Design Essentials - I course covers the basic report design skills you need to create, maintain and distribute presentation quality reports using Microsoft® Business Solutions for Analytics - FRx. It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company's financial information. You learn about basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.

A thorough understanding of these topics allows you to easily design and maintain standard and essential reports your organization needs to understand its financial position. You learn how to use templates or create customized report designs as well as how to setup self maintaining reports that will dynamically include newly added GL accounts and newly closed periods. This course also teaches you how to generate and electronically distribute reports using your in-house email system. These skills enable you to take control of the financial reporting process, allowing you to be more productive and efficient in the way you create, generate and distribute financial information, which in turn help you to enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole.

This class is ideal for:

• Novice FRx users

• Intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency

• FRx Software product resellers

This course includes the following modules:

Overview and Introduction

• About FRx Software products
• Terminology
• Demo company account structure
• Sample report demonstration

Creating a Trial Balance

• Using the "Add Rows from Chart of Accounts" feature to automatically populate the row format with account numbers and descriptions
• Using wildcards or ranges to summarize data
• Using the Normal Balance field and how C's affect the account presentation
• Using underscores and totals
• Using Header Codes to automatically update column headers each month
• Use of the BASE Period and Year in the Column Layout to ease maintenance
• Setting the Report Date to an option that automatically progress through the year for ease of report maintenance
• Defining a detail level in the catalog
• Introduce the default Formatting options
• Using existing building blocks to speed setup time
• Using the View, Subtotals function in the DrillDown Viewer

Creating an Income Statement

• Using the Add Rows from Chart of Accounts function to quickly create a basic template
• How proper placement of C's in the Account Balance column of the Row Format will flip the balance of an account for presentation
• How the presentation of the accounts included determine the math for related TOT or CAL formulas
• How to use a Special Format Mask on a row formula to determine display
• Using system defined or custom fonts for emphasis
• Working with rounding options

Reporting Trees

• Characters used with Add Reporting Units
• Segment hierarchy
• Defining a segment range
• Adding custom units to a tree
• The default Reporting Tree
• Relating Reporting Trees to Row Formats
• How trees define multiple reports in a single catalog
• Using check rows to insure all accounts are included
• Rounding options and how they relate to calculations
• How to relate description or underscore rows to other rows
• Exception reports and how they work

Review

• Review basic report design concepts
• What's Wrong?

More on Reporting Trees

• How to create a Column Layout based on current and prior results
• Defining unit hierarchy when building a Reporting Tree
• How to split a segment to create a virtual segment in trees
• Adding custom units to a tree
• Generating specific tree units
• Using header and footer codes