Beginning/Intermediate Report Design FRx

Course Fees are $1,095 per person for two days and include a training manual and assistance installing the course software

 

Course Objectives

  • Learn basic navigation and report creation in FRx
  • Learn techniques to drill down, analyze, print, export and subtotal by segment from the FRx Drilldown Viewer
  • Explore ways to efficiently create and distribute many financial reports including:
  • Trial balances (Summary and Detail)
    • Balance sheets
    • Transaction detail reporting (General Ledger)
    • Profit & Loss Statements
    • Trended, Side-by-side, Variance, Pct of Sales
  • Tips and tricks for increasing speed and accuracy of month-end close
  • Learn how to troubleshoot problems with reports
  • Create presentation quality reports
  • Learn many ways to improve your company's financial reporting package

Intended For

  • Novice FRx users
  • Intermediate FRx users who want to take full advantage of the product

Prerequisites

  • Basic knowledge of accounting and financial reports
  • Familiar with company’s financial reporting or have specific reporting objectives