M8400: FRx 6.7 Report Design Essentials II

2 Day Course
Code M8400

Book Now - 1 Delivery Method Available:

Classroom Virtual Classroom Private Group - Virtual Self-Paced Online


The two-day Report Design Essentials II course builds on the basic report design skills learned in Report Design Essentials I. Using Microsoft® Business Solutions for Analytics-FRx® you learn advanced report design including linking to external worksheet data, linking row formats, multi company consolidations, currency translation reporting and cash flow. A combination of instructor guided exercises and practice tutorials allow students to master their report design skills.

A thorough understanding of these topics allows you to master the advanced report design techniques necessary to create a more comprehensive suite of financial and management reports. You learn how to use links to extract data from a variety of sources including non-financial metrics maintained outside the general ledger. This course also teaches you how to move into cutting edge technology, using OLAP and XRBL output options. 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 will help you to enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole.

Target Audience

This class is ideal for:

  •  Intermediate FRx users
  •  Experienced FRx users who would like to build upon their skills and master product proficiency
  •  FRx Software product resellers.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.


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Overview (4 topics)

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

Concept Overview (13 topics)

  • Basic Row Format review
  • Working with TOTs and CALs in the Row Format
  • How C's affect TOT and CAL rows and why to use them
  • Defining a sort in the Row Format
  • Relating rows to other rows
  • Basic Column Layout review
  • Defining a favorable/(unfavorable) variance Column Layout
  • Working with BASE periods and years in the Column Layout
  • Using "Add Reporting Units from Chart of Accounts" to build a Reporting Tree
  • Using the split function to isolate a single account mask character
  • Creating a new Reporting Catalog
  • Defining report headers and footers
  • Working with sub-totals in the DrillDown Viewer

Linking to External Worksheets (9 topics)

  • Referencing external worksheet data
  • Optional row modifiers
  • Determining the period of data to be reported on
  • Using the combined GL+Worksheet link in the Row Format
  • Calculation priority with working with intersecting row and column calculations
  • Adding an external worksheet link to the Row Format
  • Proper syntax in combined vs. separate linking
  • Using the optional row modifiers /CPO and /RPO when referencing worksheet data
  • Designing Column Layouts that report on either/or data (i.e. either Actual or Budget) depending on the report date

Gross Profit per Unit - Practice (4 topics)

  • Defining the GL+Worksheet link
  • Working with the /CPO and /RPO row modifiers
  • Using account and book code modifiers
  • Advanced calculations and non-printing rows

Full Account Code & Multiple Segments (5 topics)

  • Defining a fully qualified account in the Row Format
  • How a full account in the Row Format affects units in a Reporting Tree
  • Defining a range of periods in the Column Layout
  • Using conditional dates in the Column Layout
  • Using a range in a calculated column in the Column Layout


Before attending this course, students must have: - General knowledge of Microsoft® Windows® - Basic knowledge of accounting principles - FRx Report Design Essentials I is strongly encouraged

Additional Learning

The courses below may help you meet the knowledge level required to take this course.

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