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You are here: Home / FRx in 8 Hours—Introduction Table of Contents

FRx in 8 Hours—Introduction Table of Contents

This is the detailed Table of Contents from the FRx Training Manual I wrote called FRx in 8 Hours—Introduction:

Introduction

Using the FW Company

Sharing this Document

Company Setup

Use the Same Names

Standard Windows Functionality

No Undo Button!

Using Your Own Row Codes

Explore on Your Own

Critical Points

Use the Blog

Version of FRx Used in This Manual

Account Structure for the FW Company

Chart of Accounts

Segment 2 Location/Division

Segment 3 Department

Chapter 1—Basics

Primary Concepts in this Chapter

Main Screen

Mix & Match Building Blocks

Natural Account in Row, Subaccounts in a Tree

Chapter 2—Trial Balance

Primary Concepts in This Chapter

Trial Balance 1st Glance

Creating the Row Format

Basic Formatting and Totaling

Creating the Column Layout

Creating the Report Catalog

Generating the Report

Drilldown Viewer

Enabling Drilldown to Account Level Detail

Chapter 3—Balance Sheet

Primary Concepts in This Chapter

Balance Sheet 1st Glance

Creating the Row Format

Creating the Column Layout

Creating the Report Catalog

Widening a Column

Page Setup and Headers/Footers

Applying Fonts

Improving Default Headers and Footers

Generating the Report

Rounding Adjustments

Font Creation

Applying Custom Fonts

Indenting

Seeing Bold Fonts in the Drilldown Viewer

Navigation

Chapter 4—Income Statement

Primary Concepts in This Chapter

Income Statement 1st Glance

Creating the Row Format

Formulas and Sign Flips

Calculations and Formatting

Using a Check Total

Creating the Column Layout

Concept of Base

Creating the Report Catalog

Generating the Report

More on the Drilldown Viewer

More on Page Setup and Headers/Footers

Navigating Between Catalogs

Copying Headers/Footers Between Catalogs

Generating the Report

Chapter 5—Departmental Income Statement

Primary Concepts in This Chapter

Departmental Income Statement 1st Glance

Reporting Tree Theory

Creating a Reporting Tree

Account Structure Placeholders

Experimenting with New Trees

Creating the Department Reporting Tree

Title/Description is used in Report Header

Adding a Tree to the Report Catalog

Generating the Report

Select Reporting Units

Ensuring Accuracy

Conditional Formatting

Chapter 6—Extras

Primary Concepts in This Chapter

Print Selection Dialog

Consolidations

Exporting to Excel

Using Clone to Create New Catalogs

Forcing Zeros

Exception Reporting

Using Tree Options to Automate

Report Catalog Filename

Error Messages

Renumbering Rows

Compact Spec Set

Backup

Related Reading

Index

About the Author

"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