MICROSOFT FRx
ESSENTIALS 1

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

NASBA CPE Credits:

16 CPE credits can be awarded for both Classroom Training and Live Web (Group Internet) format. This is an estimate based on the NASBA standard of 1 credit per 50 minutes of instruction. Learn more about our CPE certification.

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