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Problems Exporting FRx to Excel?

December 12, 2007 By Jan Lenoir Harrigan CPA 12 Comments

Lately I've seen FRx having a problem exporting to Excel. Ugly "can't locate file" errors and the report won't export. The problem may lie with the latest version, 6.7.9111. I have a workaround for you though: take the spaces out of the filename output in the output options. … [Read more...]

Filed Under: FRx Tagged With: Excel, Export, SP9

Executive Reporting: Using Excel Charts with FRx

November 9, 2007 By Jan Lenoir Harrigan CPA 7 Comments

I just finished a couple of FRx charting engagements and thought I'd share the technique I used. A quick overview: the FRx report exports to Excel, then a chart in a separate workbook points to the FRx export for its data source. The chart reads the refreshed data when the … [Read more...]

Filed Under: FRx Tagged With: Charts, Excel, Executive Reporting

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

Recreating your Excel Financials in FRx

January 29, 2007 By Jan Lenoir Harrigan CPA 2 Comments

Lots of things to consider if you're recreating your Excel financials in FRx. Here's what makes the short list. As an aside, a lot of reports are in Excel because they contain statistical information that's not in the GL. Can you book this information to the GL? It will make … [Read more...]

Filed Under: FRx Tagged With: Excel

Top 12 FRx Tricks

January 29, 2007 By Jan Lenoir Harrigan CPA 48 Comments

See 12 of the top FRx tips, trick, techniques and shortcuts I've been consulting with FRx since 1995, and these are a few of the top tips and tricks I've run across over the years. … [Read more...]

Filed Under: FRx Tagged With: Budget Variance, Cash Flow, Chaining, Charting, Consolidations, Drilldown, Electronic Distribution, Excel, Launcher, PDF, Report Design, View Subtotals

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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:
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My third (and hopefully last) manual—cashflow:
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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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