FRx Fundamentals I

FRx Fundamentals I covers the basics of report design, and takes an in-depth look at the features and functionality contained in the rows, columns, trees and catalog of reports. Hands-on exercises include: designing profit and loss reports, balance sheets, advanced calculations and the when and how of management reporting trees. This class is beneficial for all FRx users, regardless of previous FRx report design experience and proficiency level.

Overview and Introduction

Creating a Trial Balance

  • Adding Rows from Chart of Accounts
  • Working with the Normal Balance Field
  • Total Rows
  • Header Codes
  • Use of BASE in Columns
  • Report Date Defaults
  • Default Format Options
  • Use of Wildcards
  • Catalog Cloning
  • Detail Reporting for Drilldown Viewer

Creating an Income Statement

  • TOT Format Codes
  • CAL Format Codes
  • Special Format Masks
  • Company Wide Masks
  • Custom Fonts
  • Rounding Options

Reporting Trees

  • Overview & Purpose of Reporting Trees
  • Use of Reporting Trees
  • Adding Reporting Units from Chart of Accounts
  • Understanding Segment Hierarchy
  • Using Segment Ranges
  • Adding Custom Units to a Tree
  • General Reporting Tree Guidelines
  • Relating Reporting Trees to Row Formats
  • Using Check Rows
  • Managing Rounding Rules
  • Printing Suppressions
  • Exception Reporting

Reporting Trees – Additional Concepts

  • Comparative Statements
  • Header & Footer Coding
  • Generating Specific Tree Units
  • Tree Options
  • Creating Virtual Reporting Units (use of Cleaver)

Transaction Detail Level Reporting

  • Use of Ranges and Wildcards for Summarized Reporting
  • Setting Options for Transaction Detail Levels
  • Generating Reports to Excel
  • Column Restrictions – Debit and Credits
  • Column Reporting for Beginning Balances
  • Generating Transaction Level Reports – Options for Detail

 

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