This is a PDF of 12 of the reports I see used most often for month-end close, whether for pre-close analysis or for final presentation to the board. I'm featuring these 12 in my latest training manual Creating Reports in Management Reporter II—Step by Step Instructions on a … [Read more...]
Archives for 2011
Top Four Things Beginners Should Know About FRx
I recently ran up to Dallas to give the FRx presentations at GPUG's BIFocus event. Today I'm going to share a very small portion of my "FRx for Beginners" presentation—the top four things that newcomers should know about FRx. Following that, I'm going to depart from … [Read more...]
Video: How to Create a Trend Report in FRx
Hey this is an FRx how-to video that I did a while back. It's my first screen recording, and the volume is low, so I meant to re-record it. Well...THAT never happened. So here you go as-is. This is how to create a trend report—January through December side by side. … [Read more...]
FRx Replacement: How to list your existing FRx reports in Excel
One of the first steps in replacing FRx is understanding what your existing FRx reports are. And it's really helpful to see them in a list so you don't have to keep scrolling through the catalog. Here's how to create a list in Excel without cracking into the Access database … [Read more...]
Using FRx or Management Reporter for Nonprofit Financials
I've done a lot of work for nonprofits over the last couple of years, and I've come to one conclusion—they're all different! Just like for-profit companies, they each have their own idiosyncracies and their own reporting requirements. What a surprise, huh. But there are some … [Read more...]
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