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You are here: Home / Archives for View Subtotals

Waiting for View Subtotals? Here’s how to create a Pivot from Management Reporter

May 9, 2013 By Jan Lenoir Harrigan CPA 9 Comments

Looking for Subtotals in MR? Me too. While we're waiting, here's how to create a pivot in Excel that's a lot more work, but a half decent substitute. Here's a visual on what Subtotals give you Currently when you drill down in Management Reporter, you get a list showing … [Read more...]

Filed Under: Management Reporter Tagged With: Excel, Pivot, View Subtotals

BEER and View Subtotals

April 23, 2013 By Jan Lenoir Harrigan CPA 13 Comments

BEER. Now that I have your attention... It's KILLING me that the FRx feature View Subtotals continues to go missing from Management Reporter. This is such an important feature, not only for analysis but also for fixing out of balance reports. It will make your Management … [Read more...]

Filed Under: Management Reporter Tagged With: Connect, View Subtotals, Vote

Using the FRx View Subtotals Feature to Tie Out

May 2, 2008 By Jan Lenoir Harrigan CPA Leave a Comment

I'm such a fan of FRx's View Subtotals feature that I wanted to highlight it here. Even though I've already posted on it in How to Get Two FRx Reports in One. That post is a 'how to' but in this post I'll tell you how I used it the other day to tie out very quickly. … [Read more...]

Filed Under: FRx Tagged With: Drill Down Viewer, Report Design, View Subtotals

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

How to Get Two FRx Reports in One

December 20, 2006 By Jan Lenoir Harrigan CPA 3 Comments

Use View Subtotals! It's one of FRx's best features. This tip will allow you to run an FRx income statement summarized on one of your subaccounts. When I show this in a training class, everyone thinks this is very cool. It's called View Subtotals. … [Read more...]

Filed Under: FRx Tagged With: 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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