Report Design Essentials – I

Report Design Essentials (fomerly known as Beginning/Intermediate Report Design) has been enhanced to cover the basic report design skills you need to create, maintain and distribute presentation quality reports using FRx. It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company’s financial information. You will learn about basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.

Course objectives:

• Learn basic navigation and report creation in 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 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 (percentage of sales)
• 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

This class is ideal for:

• Novice FRx users
• Intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency
• ACP Program participants (FRx – Report Design)
  • Length: 2 days
  • Class Times: 9:00 AM to 5:00 PM local time
  • Cost: 995.00 USD per student
  • CPE Credit: 16