The Report Design Essentials - Level 1 course covers the basic report design skills you need to create, maintain and distribute presentation quality reports using Microsoft(R) Business Solutions for Analytics - FRx. It also includes coverage of additional functionality designed to help you create new reports, and distribute and analyze your company's financial information. You learn about basic foundational skills, complex calculations, drag and drop reorganization, rounding adjustments and account sets.

A thorough understanding of these topics allows you to easily design and maintain standard and essential reports your organization needs to understand its financial position. You learn how to use templates or create customized report designs as well as how to setup self maintaining reports that will dynamically include newly added GL accounts and newly closed periods.

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 help you to enable internal and external stakeholders to make well informed decisions to positively impact your organization as a whole.

Audience

• Novice FRx users
• Intermediate and experienced FRx users who would like to refresh their skills or develop broader product proficiency

Skills Gained

After completing this course, students should be able to:

• 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:
• Balance sheets
• 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 many ways to improve your company's financial reporting package

Prerequisites

• General knowledge of Microsoft Windows
• Basic knowledge of accounting principles