• Overview
• Outline
• Schedule

About This Course

The two-day Report Design Essentials - II course builds on the basic report design skills learned in Report Design Essentials - I. Using Microsoft FRx you learn advanced report design including linking to external worksheet data, linking row formats, multi company consolidations, currency translation reporting and cash flow. A combination of instructor guided exercises and practice tutorials allow students to master their report design skills.

A thorough understanding of these topics allows you to master the advanced report design techniques necessary to create a more comprehensive suite of financial and management reports. You learn how to use links to extract data from a variety of sources including non-financial metrics maintained outside the general ledger. This course also teaches you how to move into cutting edge technology, using OLAP and XRBL output options. These skills enable you to take control of the financial reporting process, allowing you to be more productive and efficient in the way you create, generate and distribute financial information, which in turn will help you to enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole.

Audience Profile

This class is intended for:

• Intermediate Microsoft FRx users
• Experienced Microsoft FRx users who would like to build upon their skills and master product proficiency
• FRx Software Corporation product resellers and consultants

Prerequites

Before attending this course, students must have:

• Basic knowledge of accounting principles

In addition, it is recommended, but not required, that students have completed:

• Microsoft FRx Report Design Essentials I

At Course Completion

After completing this course, students will be able to:

• Have a renewed understanding of basic Microsoft FRx report design concepts
• Explore ways to efficiently create and distribute many financial report designs including:
• Trial balances
• Reports linking to external worksheet data
• Statements of Cash Flow
• Reports using full accounts or multiple GL segments
• Allocation reporting
• Linking Row Formats
• Relational reporting
• Multi company consolidations
• Currency Translation
• OLAP (Online Analytical Processing) output
• XBRL (eXtensible Business Reporting Language) output
• Advanced formatting tips and tricks