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FRx Reporting for Dynamics GP - Level 1
Report Design Essentials for FRx v6.7
Hands-On Training Seminar

When:  Upon Request

8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
(must be present both days)

Where: Computer Resources, Inc.
65 Germantown Ct.
Memphis, Tennessee
(At the corner of Walnut Grove and Germantown Pkwy)

Who: This class is ideal for novice FRx users and intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency.

Cost: $900/person. Training workbooks included.

Prerequisites: General knowledge of Microsoft Windows and accounting principles.

Great Plains FRx training right here in Memphis!  
 
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 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.

 

After completing this course, you should be able to:

Understand basic navigation and report creation in FRx
Drill down, analyze, print and export from the FRx Drilldown Viewer
Efficiently create and distribute many financial reports including:
    Trial balances
    Balance sheets
    Transaction detail reporting
    Trended reports
    Side-by-side presentation
    Actual vs. Budget
    Rolling quarters
Use some tips and tricks for increasing speed and accuracy at month-end close
Create presentation quality reports
Understand security settings within FRx
Understand many ways to improve your company's financial reporting package

 

Agenda

Introduction and product overview
Creating a Trial balance
Creating an Income Statement
Reporting Trees
Review
More on Reporting Trees
Transaction Detail Reporting
What We Know
Using the DrillDown Viewer
Working with Specification Sets
Practice
Balance Sheets
Income Statement Variations
Practice
Side by Side Reporting
Report Distribution
What's Wrong
Troubleshooting
Advanced Concepts
Solutions
Using the Report Launcher
Working with the Catalog
Security
Report Manager
 

Complete the following if you'd like us to
contact you when the next class is scheduled
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Computer Resources, Inc. of Memphis - a Microsoft Business Solutions Reseller

Computer Resources, Inc.
901-382-1MEG (1634)

Serving Memphis, Mississippi, Arkansas, Tennessee, and the Mid-South 


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