September 2010

Sep.

13

2010

How To Simplify FRx Departmental Reporting

by Jan Harrigan CPA

This is the third in a series of posts on simplifying FRx.

Once upon a time many years ago, I was helping a large publicly held client with some FRx reports. One of their reports had an incredibly long row format (thousands of rows), and it took FOREVER to run. Upon closer examination, I found that they were using the row format to code lots of accounts for every department. It was like having the entire chart of accounts in there. There was LOTS of room for human error, and heaven help you if you needed to add a department. It wasn’t wrong, but it sure needed some help. In today’s post I’m going to share a technique I used to shorten their row format to about 25 rows total. And performance—you just wouldn’t believe how much faster it was!

So this post is all about departmental reporting, showing a P&L by department (which should be one of the segments or dimensions in the account structure). As you probably know, in FRx you add a departmental tree and come up with a separate report for each unit in the tree. [click to continue…]

{ 2 comments }

Sep.

3

2010

How To Simplify FRx Catalogs

by Jan Harrigan CPA

This is the second in a series of posts on simplifying FRx.

In almost every existing FRx implementation, I run across opportunities to simplify, meaning reduce, the number of catalogs (aka reports). That often translates to fewer rows, columns, and trees. I really love doing this because it means the client ends up with way less maintenance. Here’s an example with catalogs Before and catalogs After. [click to continue…]

{ 0 comments }