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You are here: Home / Archives for Jan Lenoir Harrigan CPA

Using Excel During FRx Report Creation

September 7, 2007 By Jan Lenoir Harrigan CPA 7 Comments

6 Ways to use Excel to create better FRx reports Most of us think about using Excel for either pulling statistics into a report, or for exporting a report for further manipulation. But there's more. Here's what I do to use Excel's powerful capabilities while creating an FRx … [Read more...]

Filed Under: FRx Tagged With: Excel, Report Design

Creating FRx Reports with Drilldown Capability

August 5, 2007 By Jan Lenoir Harrigan CPA Leave a Comment

Drilldown capability is one of FRx's basic, and most important features. Yet I've seen more than one report recently where the design of the row prohibited drilldown to account and subaccount detail, so this design flaw is more common than I thought. So here are a couple of … [Read more...]

Filed Under: FRx Tagged With: Drilldown, Report Design

Fighting FRx Month Descriptions with 4/4/5 Accounting?

July 28, 2007 By Jan Lenoir Harrigan CPA 3 Comments

Learned something interesting from a client the other day. They're using 4/4/5 accounting periods, and for a long time, they fought the @month code in their column headings. FRx would often pick up an incorrect month from their perspective, although that programming is by … [Read more...]

Filed Under: FRx Tagged With: 4/4/5, Report Design

The Techie Version of Life’s Too Short To Do Balance Sheets in Crystal

July 14, 2007 By Jan Lenoir Harrigan CPA 6 Comments

Why two reportwriters? I get this question often. I've had a number of responses to my 'Life's Too Short To Do Balance Sheets in Crystal' post, so I thought I'd do one more on the FRx vs. Crystal question, this time a little more techie. Why are there two reportwriters … [Read more...]

Filed Under: FRx Tagged With: Crystal Reports, Report Design

How to Indent in FRx Without Spending Your Life at the Spacebar

July 2, 2007 By Jan Lenoir Harrigan CPA 1 Comment

It's easy to spend way too much time indenting FRx descriptions. Here's a better way. You want to indent your detail account names, and you sit at the keyboard and enter an exact number of spaces before each name. Or, one of my old consulting tricks is to concatenate the account … [Read more...]

Filed Under: FRx Tagged With: Indent, Report Design

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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

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

My first manual—4 foundation reports:
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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.

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