Simplify

Jan.

3

2011

Simplify FRx—Spring Cleaning

by Jan Harrigan CPA

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

Happy New Year! I’ve been at home cleaning and organizing and straightening while putting away all the holiday decorations. Getting ready for the new year.

All this inspired today’s post—how to clean and organize and straighten an FRx implementation. I know it’s not exactly spring yet, but I still want to clean up all the trash that’s accumulated in FRx while I wasn’t looking.

Most people I talk to are in the same boat: they may have a zillion reports but really only use a handful.

Simplify FRx by seeing only the catalogs you really use.

Today I’m going to show you how you can create a new spec set, import only the reports you want to see, but still maintain all those other reports ‘just in case’. Don’t worry…all the extraneous crap will still be still there. :) [click to continue…]

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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…]

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How To Simplify FRx Catalogs

September 3, 2010

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 [...]

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Simplify FRx Totals and Calculations

August 23, 2010

This is the first of a series of posts on how to simplify FRx. It’s so easy to make FRx harder than it should be. And it’s not only harder to set up but way tougher to maintain. In this post I’ll give some real world examples of simplifying FRx totals and calculations. I’m using Before [...]

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