Creating FRx Quarter To Date Reports

Lots of ways to create QTD reports. Here’s one.

FRx does not natively support QTD reporting, so these reports can be a bit difficult if you don’t already know how. The trick is to create at least four column layouts for one report, then use effective dates in the catalog to force FRx to automatically choose the correct column based on the report date.

There are many ways to create quarter to date reports. This is just one. Here’s the example:

And this is the Qtr 1 column for the above report. Note that it includes March (period 3), but March doesn’t print in the sample above because the report is being run for February. The P<=B in the Print Control field is what controls this. The column is to be printed whenever the Period Code (on the 4th row) is less than or equal to the Base period for which the report is being run.

After perfecting the 1st QTD column (including formatting), the next step is to File, Save As and create the remaining 3 QTD columns. For the 2nd quarter, you’ll replace period codes 1, 2 and 3 with period 4, 5 and 6. And so on the the 3rd and 4th quarters.

So now the 4 QTD columns are created, but you still need to tell FRx which column to use for which period.

In the catalog, on the building block tab, to the right of the Column layout dropdown box is a checkbox for Effectives dates. Check that box.

Now drop down the column layout dropdown, and the Effective Dates dialog box pops up. Complete it, specifying the correct column names for the appropriate periods. Click OK.

Now when you select different report dates for this catalog, the column changes automatically.

Note that there are some report designs in which you’ll need to create 12 column layouts for a single report.