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You are here: Home / Archives for Report Design

How To Divide HeadCount by the Period Number

November 3, 2008 By Jan Lenoir Harrigan CPA 10 Comments

Anybody need FRx to calculate an average? Today's post is compliments of Rick Tenorio. Rick is the moderator at the newsgroup at microsoft.public.frx, and he has collected a number of helpful and practical documents on using FRx. This initial post covers how to divide a … [Read more...]

Filed Under: FRx Tagged With: Calculate Average, Headcount, Period Numbers, Report Design

How To Create an Adobe PDF Binder from FRx Reports

September 29, 2008 By Jan Lenoir Harrigan CPA 6 Comments

Today I'll show how to create a binder of PDFs from FRx reports. The binder will be a collection of several different FRx reports, each in PDF format. This is what the finished product will look like: Here's how: … [Read more...]

Filed Under: FRx Tagged With: PDF, Report Design

Using FRx for Hotel Financials

September 17, 2008 By Jan Lenoir Harrigan CPA 5 Comments

I've designed FRx financials for a few hotels over the years—a couple quite recently. Thought I'd take this opportunity to post on some items specific to hotels like ADR and RevPAR, but many of the concepts will be valid for anyone using FRx. A good number of these … [Read more...]

Filed Under: FRx Tagged With: Average Daily Rate, Hotel, Report Design, RevPAR

Using IF THEN Calculations in FRx

July 2, 2008 By Jan Lenoir Harrigan CPA 56 Comments

You should know that IF THEN calculations are not only possible in FRx, you can use them in both the row and the column. In the Row, use a CAL format code, then place your IF THEN statement in column D Related Rows. In the column, use a CALC column type, then place your IF … [Read more...]

Filed Under: FRx Tagged With: Calculations, If Then Else, Report Design

FRx Shortcut Keys

June 25, 2008 By Jan Lenoir Harrigan CPA Leave a Comment

One of my favorites—the F3 key will drop down a box. Use it instead of a mouse. The F3 key works the same as clicking the dropdown box with the mouse. While I'd really encourage you to memorize Format Codes and not use the dropdown box at all, you can use F3 throughout … [Read more...]

Filed Under: FRx Tagged With: Keyboard Shortcuts, Report Design, Shortcuts

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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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