8399: Microsoft FRx Report Design Essentials I

8399: Microsoft FRx Report Design Essentials I Course Description

Intended Audience for the 8399: Microsoft FRx Report Design Essentials I Course

• Novice FRx users
• Intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency
• FRx Software product resellers
• Before attending this course, students must have general knowledge of Microsoft Windows and basic knowledge of accounting principles.

Training Packages & Career Tracks that include the 8399: Microsoft FRx Report Design Essentials I Course

• Microsoft Dynamics FRx

8399: Microsoft FRx Report Design Essentials I Course Objectives

• Understand basic navigation and report creation in FRx
• Drill down, analyze, print and export from the FRx Drilldown Viewer
• Efficiently create and distribute many financial reports including:
• Trial balances
• Balance sheets.
• Transaction detail reporting
• Trended reports
• Side-by-side presentation
• Actual vs. Budget.
• Rolling quarters
• Know some tips and tricks for increasing speed and accuracy of month-end close
• Create presentation quality reports
• Understand security settings within FRx
• Understand many ways to improve your company's financial reporting package

Recommended Next Steps after taking the 8399: Microsoft FRx Report Design Essentials I Course

• 8400: Microsoft FRx Report Design Essentials II

8399: Microsoft FRx Report Design Essentials I Course Outline

1. Overview and Introduction
   1. About FRx Software products
   2. Terminology
   3. Demo company account structure
   4. Sample report demonstration
2. Creating a Trial Balance
   1. Using the "Add Rows from Chart of Accounts" feature to automatically populate the row format with account numbers and descriptions
   2. Using wildcards or ranges to summarize data
   3. Using the Normal Balance field and how C's affect the account presentation
   4. Using underscores and totals
   5. Using Header Codes to automatically update column headers each month
   6. Use of the BASE Period and Year in the Column Layout to ease maintenance
   7. Setting the Report Date to an option that automatically progress through the year for ease of report maintenance
   8. Defining a detail level in the catalog
   9. Introduce the default Formatting options
   10. Using existing building blocks to speed setup time
   11. Using the View, Subtotals function in the DrillDown Viewer
3. Creating an Income Statement
   1. Using the Add Rows from Chart of Accounts function to quickly create a basic template
   2. How proper placement of C's in the Account Balance column of the Row Format will flip the balance of an account for presentation
   3. How the presentation of the accounts included determine the math for related TOT or CAL formulas
   4. How to use a Special Format Mask on a row formula to determine display
   5. Using system defined or custom fonts for emphasis
   6. Working with rounding options
4. Reporting Trees
   1. Characters used with Add Reporting Units
   2. Segment hierarchy
   3. Defining a segment range
   4. Adding custom units to a tree
   5. The default Reporting Tree
   6. Relating Reporting Trees to Row Formats
   7. How trees define multiple reports in a single catalog
   8. Using check rows to insure all accounts are included
   9. Rounding options and how they relate to calculations
   10. How to relate description or underscore rows to other rows
   11. Exception reports and how they work
5. Review
   1. Review basic report design concepts
6. More on Reporting Trees
   1. How to create a Column Layout based on current and prior results
   2. Defining unit hierarchy when building a Reporting Tree
   3. How to split a segment to create a virtual segment in trees
   4. Adding custom units to a tree
   5. Generating specific tree units
   6. Using header and footer codes in the Catalog
7. Transaction Detail Reporting
   1. Creating a transaction detail Column Layout
   2. Restricting a column to either debit or credit activity
   3. Restricting a column to display beginning balances
   4. Generating a catalog to the Excel output option
   5. How report presentation varies between Excel and the DrillDown Viewer
8. What we Know
   1. Review basic report design concepts
9. Using the DrillDown Viewer
   1. Printing reports from the DrillDown Viewer
   2. Using the Send function
   3. Export options in the DrillDown Viewer
10. Working with Specification Sets
    1. Understand the specification set (.F32) in the Company Information settings
    2. Learn to "save as" between spec sets
    3. Learn to export and import between spec sets
11. Practice
    1. Practice the report design concepts learned thus far in class
12. Balance Sheets
    1. Account Sets
    2. Presentation of Balance Sheet accounts (using C in the Normal Balance)
    3. Defining Year to Date Income in the Balance Sheet
    4. Using the XD code to suppress drill down on specific rows
    5. Using the Rounding Adjustments function
13. Income Statement Variations
    1. Trended Income Statement design
    2. Using conditional statements in the Column Layout
    3. Using Account Modifiers in the Row Format to override the Column Layout
    4. Variance reporting ( Over/(Under) and Favorable/(Unfavorable) methods
    5. Sort commands
14. Practice
    1. Practice the report design concepts learned so far in class
15. Side by Side Reporting
    1. Using Account Filters in the Column Layout
    2. Restricting columns to specific Tree Units in the Column Layout
16. Report Distribution
    1. Naming conventions
    2. Chain to Catalog ID functionality
    3. Report archive options
    4. E-mail distribution methods available in FRx
    5. WebPort distribution
    6. Report Manager Demonstration
17. What's Wrong?
    1. Importing a .tdb file
    2. Troubleshooting a report
18. Troubleshooting
    1. Rebuilding the GL Index (.G32 file)
    2. Compacting the FRx Databases
    3. Getting additional help
    4. Report Design Guidelines
19. Advanced Concepts
    1. Adding an FRx report to Microsoft Outlook
    2. Adding FRx report information to Excel and Microsoft Word documents
    3. Overview of the Report Design Essentials II training class

Benefits of taking the 8399: Microsoft FRx Report Design Essentials I course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
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• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
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  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8399: Microsoft FRx Report Design Essentials I course

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