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Homework

If I’m scheduled to come teach FRx or Management Reporter, there are a few things you can beforehand do to maximize training time:

  • Unless I hear differently from you, class start time is 8:30. But I’ll be there around 8am to set up the training environment.
  • We’ll need computers with FRx or MR loaded in a training room with a projector, one for each participant plus one for me attached to a projector. Goes without saying that these need to be ready to go the first morning.
  • Number of computers needed: one for every trainee. Maximum is limited by the number of licenses you hold (see Admin>Organization>Maximum users field in FRx or in Management Reporter, see Tools>Registration ).
  • A whiteboard or paper easel would be helpful.
  • If you use laptops, please make sure there’s an external keyboard. It’s hard to use FRx or MR effectively without a 10key. And a mouse to boot.
  • For FRx, please make sure each computer can print to any printer. This will prevent our having to troubleshoot drilldown viewer errors.
  • Excel loaded on the server is vital.
  • If you haven’t already, please send me your chart of accounts. I’d like to look at it before I arrive; no charge. (It’s my homework!)
  • It would be a great timesaver to bring lunch in if possible.
  • Let me know if you have any questions!
"I'll teach you the simplest & fastest way to use M-R and still wind up with accurate reports."

Search—try this 1st!

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About

Hey! I'm a CPA and I specialize in Management Reporter and FRx. [Sometimes with a side of snark.] I've been doing this for 22 years (yikes). But when I'm not working I can be found reveling in live music & pizza trailers at home in Austin Texas! —Jan Lenoir Harrigan More

Learn Management Reporter

Why fight with Microsoft's manual? Life is too short as it is.

My first manual—4 foundation reports:
covers-i-2d
My second manual—12 more reports:
covers-ii-2d
My third (and hopefully last) manual—cashflow:
covers-iii-2d

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All Hat, No Cattle?

Watch out—a few unscrupulous consultants are lifting copyrighted original content from several sites, this one included, and passing it off as their own. I'm hacked off and I don't mind naming names. Bottom line—be very careful about whom you hire!

"If you think it's expensive to hire a professional to do the job, wait until you hire an amateur."
—Red Adair

Who I Work With

I work with zillions of companies who run Dynamics GP, AX and SL.

And lots of other consultants.

So I work with accountants who need accurate financials to help close the books. Not to mention present to the Board.

I don't sell or install MR. [How smart am I?]

FRx is Toast

FRx is toast—and I hope you're getting rid of it soon—but just in case someone still needs to learn it:

  • FRx in 8 Hours—Introduction 
  • FRx in 8 Hours—Intermediate

BTW, if you're on Dynamics, you can migrate to MR, but you should know there are other options. Choose what's best for you.

New to MR?

Here are 3 essentials to know before you start.

Background—back in the day, FRx was a famous midmarket report writer from a small agile company in Colorado. Then it got acquired. [Sigh]

Now it's owned by Microsoft. They rewrote it and rebranded it Management Reporter.

The two are very much alike and much of the FRx content here also applies to MR.

Copyright © 2026 Jan Lenoir Harrigan CPA · Protected by Copyscape Plagiarism Checker · Do Not Copy