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2007 Users' Group Conference. Bloomington, MN Sept 17-18, 2007. Microsoft Dynamics FRx - Overview and Tips. By Paula Larson Financial Product Team Lead. Agenda – FRx Overview. Common GP Financial Reporting Tools FRx Components. GP Financial Reporting Tools. GP Report Writer

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2007 Users' Group Conference


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2007 users group conference
2007 Users' Group Conference

Bloomington, MN

Sept 17-18, 2007

microsoft dynamics frx overview and tips
Microsoft Dynamics FRx - Overview and Tips
  • By Paula LarsonFinancial Product Team Lead
agenda frx overview
Agenda – FRx Overview
  • Common GP Financial Reporting Tools
  • FRx Components
gp financial reporting tools
GP Financial Reporting Tools
  • GP Report Writer
  • GP Quick & Advanced Financials
  • Analytical Accounting
  • SmartList – Export to Excel
  • Crystal Reports
  • Microsoft Dynamics FRx
microsoft dynamics frx
Microsoft Dynamics FRx
  • FRx = Financial Reporting Extender
  • Originally separate software company
  • Acquired by Microsoft
  • The Preferred, Primary, & Most Powerful GP Financial Reporting Tool
automatically bundled frx components
Automatically Bundled FRx Components
  • Report Designer
  • DrillDown Viewer
  • Report Launcher
additional purchase frx components
Additional Purchase FRx Components
  • Report Server
  • Report Manager
  • WebPort
basic design elements of financial statement
Basic Design Elements of Financial Statement
  • Rows Running Down Report – Accounts, Calculations
  • Columns Running Across Report – Period, YTD, Variance %
  • Data Selected – Which Segment or Reporting Unit
  • Combine these 3 elements to make report
frx report designer building blocks
FRx Report Designer Building Blocks
  • Row Formats
  • Column Layouts
  • Reporting Trees
  • Catalog of Reports
row formats
Row Formats
  • Add rows from chart of accounts
  • Format Codes
  • Link to GL
  • Account Sets
  • Formatting
column layouts
Column Layouts
  • Type Code
  • Formulas
  • Column Width
  • Column Restrictions
  • Formatting
reporting trees
Reporting Trees
  • Define which segments of company to be included
  • Multi-divisions
  • Multi-companies
    • With different chart of accounts
catalog of reports
Catalog of Reports
  • Detail Level – controls how far ‘down’ you may drill into details
    • Financial
    • Account Only
    • Financial and account
    • Transaction Only
    • Transaction and account
catalog of reports14
Catalog of Reports
  • Building Blocks
  • Output
    • Print
    • Export to Excel
  • Page Options
    • Margins
    • Headers and footers
  • Report Options
    • Formatting
    • Advanced – exception report
report wizard
Report Wizard
  • “Newer” feature in FRx
  • Important to understand components first
  • Then use Report Wizard to speed up creation of building blocks
drilldown viewer
DrillDown Viewer
  • View, print, export, save, and send reports created in FRx® Report Designer
  • Separate program
  • Allows you to “drill-down” into financial records
  • View Exception Reports
report launcher
Report Launcher
  • Generate reports previously saved in FRx® Report Designer
  • Separate program
  • Changes made in FRx Report Launcher do not affect the original report
summary frx overview
Summary – FRx Overview
  • Quick Review of Common GP Financial Reporting Tools
  • FRx Components