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2007 Users' Group Conference

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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  1. 2007 Users' Group Conference Bloomington, MN Sept 17-18, 2007

  2. Microsoft Dynamics FRx - Overview and Tips • By Paula LarsonFinancial Product Team Lead

  3. Agenda – FRx Overview • Common GP Financial Reporting Tools • FRx Components

  4. GP Financial Reporting Tools • GP Report Writer • GP Quick & Advanced Financials • Analytical Accounting • SmartList – Export to Excel • Crystal Reports • Microsoft Dynamics FRx

  5. Microsoft Dynamics FRx • FRx = Financial Reporting Extender • Originally separate software company • Acquired by Microsoft • The Preferred, Primary, & Most Powerful GP Financial Reporting Tool

  6. Automatically Bundled FRx Components • Report Designer • DrillDown Viewer • Report Launcher

  7. Additional Purchase FRx Components • Report Server • Report Manager • WebPort

  8. 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

  9. FRx Report Designer Building Blocks • Row Formats • Column Layouts • Reporting Trees • Catalog of Reports

  10. Row Formats • Add rows from chart of accounts • Format Codes • Link to GL • Account Sets • Formatting

  11. Column Layouts • Type Code • Formulas • Column Width • Column Restrictions • Formatting

  12. Reporting Trees • Define which segments of company to be included • Multi-divisions • Multi-companies • With different chart of accounts

  13. 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

  14. Catalog of Reports • Building Blocks • Output • Print • Export to Excel • Page Options • Margins • Headers and footers • Report Options • Formatting • Advanced – exception report

  15. Report Wizard • “Newer” feature in FRx • Important to understand components first • Then use Report Wizard to speed up creation of building blocks

  16. 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

  17. Report Launcher • Generate reports previously saved in FRx® Report Designer • Separate program • Changes made in FRx Report Launcher do not affect the original report

  18. Summary – FRx Overview • Quick Review of Common GP Financial Reporting Tools • FRx Components

  19. Questions?

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