Microsoft FRx Essentials 1: Beginning/Intermediate Report Design is a two-day class designed to cover the basic report design skills needed to create, maintain and distribute presentation-quality reports using Microsoft FRx. It also covers functionality for creating new reports and for distributing and analyzing a company’s financial information. Students will learn basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.
This class is ideal for
- New employees needing to learn the application for the daily use
- Intermediate and experienced FRx users who would like to refresh their skills or develop broader proficiency
- FRx software product resellers
- FRx software corporation partners
Topics Included
- Learn navigation and report creation in Microsoft FRx
- Learn techniques to drill down, analyze, print and export from the FRx Drilldown Viewer
- Explore ways to efficiently create and distribute many financial reports. This course is not designed to teach the accounting aspects of a trial balance or a balance sheet, but to use these basic reports to teach students to design more complex reports.
- Trial balances
- Balance sheets
- Transaction detail reporting
- Trended
- Side-by-side
- Actual vs. Budget (favorable/unfavorable)
- Rolling quarters
- Examine tips and tricks for increasing speed and accuracy of month-end close
- Learn how to troubleshoot tough reports
- Create presentation quality reports
- Perform electronic distribution, including chaining, e-mail and sending reports to FRx WebView
- Understand security settings within FRx
- Learn many ways to improve your company’s financial reporting package
After completing this course you will be able to:
- Create new FRx building blocks
- Modify an existing FRx report
- Distribute FRx reports through your organization
- Troubleshoot FRx reports
Pre-requisites:
Students should have basic accounting knowledge as well as a working knowledge of Microsoft Excel.
No advance preparation required for this course.
Tuition:
$995
