Training Class Descriptions

Financial Reporting Extender I (FRx) Class

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In this 2-day class you will learn important functionality and basic report design you need to realize immediate benefits from FRx. Even if you have experience using FRx to create reports, you will learn new reports and methods to distribute and analyze your company’s financial information.

This is a course designed for financial professionals on creating, maintaining, and distributing presentation quality reports using FRx. Features covered include complex calculations, drag and drop reorganizations, rounding adjustments and account sets. 

FRx I teaches you important functionality and basic report design you need to realize immediate benefits from FRx. Even if you have experience using FRx to create reports, you will learn new reports and methods to distribute and analyze your company’s financial information.

This is a course designed for financial professionals on creating, maintaining and distributing presentation quality reports using FRx. Features covered include complex calculations, drag and drop reorganizations, rounding adjustments and account sets.

By actively participating, you should learn:

 

• General functionality that serves as the foundation for more effective use of FRx.

 

• How to navigate and create reports in FRx Desktop.

 

• Techniques to drill down, analyze, print and export from the FRx DrillDown Viewer.

 

• Ways to efficiently create and distribute many financial reports including: Trial Balances, Balance Sheets, Transaction Detail Reporting, Trended, Side by Side, Actual vs. Budget– Favorable/(Unfavorable), Rolling Quarters, Rotate – Expenses in columns, Relational Reporting – Percent of Sales.

 

• Tips and tricks for increasing speed and accuracy of month end closing.

 

• Troubleshooting tough reports.

 

• Creation of presentation quality reports.

 

• Electronic distribution – including chaining, email and sending reports to FRx WebView.

 

• Security settings within FRx.

 

• Many ways to improve your company’s financial reporting package.

 

Agenda

 

            8:00—8:30 Continental Breakfast each day

 

Day 1 

 

1. Introduction and product overview
2. Trial balance
3. Subtotals and the Drilldown Viewer
4. Income statement reporting
5. Working with FRx Reporting Trees
6. Departmental reporting
7. Catalog settings
8. Transaction detail reporting
9. Security in FRx

 

Day 2 

 

1. Building block concepts
2. About FRx Specification sets
3. Balance sheet report variations
4. Trended Reports
5. Variance Reports
6. Side by Side reporting
7. Relational reporting
8. Report Distribution
9. Troubleshooting
10. Rotate Building blocks
11. Adding FRx Data to MS Word—Charts

           

4:30—5:00 FRx Q & A each day

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