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Heading to New Orleans for Convergence?

March 11, 2013 By Jan Lenoir Harrigan CPA 2 Comments

I am! It's one of my favorite cities in the entire world. There are lots of Management Reporter sessions to boot. You can go to the Convergence 2013 website, to the session catalog, and do a search on keyword 'management reporter'. That will pull up the latest … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Convergence

Upgrading to Management Reporter? How to Review FRx

July 25, 2012 By Jan Lenoir Harrigan CPA 8 Comments

How to Review FRx in Preparation for Migration to Management Reporter If you've decided to upgrade or migrate from FRx to Management Reporter, the first step is to review your existing FRx reports. Here's how to review and pare down your FRx reports to make the migration easier: … [Read more...]

Filed Under: FRx, Management Reporter Tagged With: Migration, Upgrade

Top Four Things Beginners Should Know About FRx

September 1, 2011 By Jan Lenoir Harrigan CPA 3 Comments

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...]

Filed Under: FRx Tagged With: Report Design

Video: How to Create a Trend Report in FRx

September 1, 2011 By Jan Lenoir Harrigan CPA 2 Comments

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...]

Filed Under: FRx Tagged With: Report Design

FRx Replacement: How to list your existing FRx reports in Excel

July 14, 2011 By Jan Lenoir Harrigan CPA 8 Comments

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...]

Filed Under: FRx Tagged With: Documentation, FRx Replacement

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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.

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