Report Manager

Microsoft FRx Report Manager 6.
7 Users Guide
Copyright 2004 FRx Software Corporation. All rights reserved.
Revision History
Document Number Document Date Software Release
RMUG
February 19, 2004
6.7
FRx Software Corporation makes no representations or warranties with respect to the contents of this manual and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. We welcome user comments and reserve the right to revise this publication and to make improvements or changes to the products and programs described in this publication at any time without notice. Printed in the United States of America. No part of this publication may be reproduced in any form without the prior written consent of FRx Software Corporation. Copyright and Trademarks Notice Copyright 2004 by FRx Software Corporation. All rights reserved. Microsoft, FRx, instant!OLAP, and FRx DrillDown Viewer are either registered trademarks or trademarks of Microsoft Corporation or FRx Software Corporation or their affiliates in the United States and/or other countries. All other registered trademarks and trademarks are property of their respective owners. FRx Software Corporation is a subsidiary of Microsoft Corporation.
Contents
Preface..................................................................................................................v
Who Should Read this Guide.................................................................................v How this Guide is Organized..................................................................................v Whats New in FRx Report Designer Release 6.7 ................................................ vi Improved in Microsoft FRx 6.7 ............................................................................. vii Available Product Documentation ....................................................................... viii Other Documentation ............................................................................................ ix Conventions Used in this Guide.............................................................................x How to Contact Us ................................................................................................ xi Software Licensing................................................................................................ xi
Chapter 1: FRx Report Manager........................................................................1

Starting FRx Report Manager ............................................................................ 3 Welcome Screen................................................................................................... 4 FRx Report Manager Window............................................................................... 5 Menu Bar............................................................................................................... 6 File Menu........................................................................................................ 6 Edit Menu ....................................................................................................... 8 View Menu...................................................................................................... 9 Insert Menu..................................................................................................... 9 Tools Menu ................................................................................................... 10 Window Menu............................................................................................... 11 Help Menu .................................................................................................... 12 Shortcut Menu .............................................................................................. 13 Standard Toolbar ................................................................................................ 14
Microsoft FRx Report Manager 6.7 Users Guide
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Contents
Report Book Tree Structure ................................................................................ 15 Getting Started Pane........................................................................................... 16 Status Bar............................................................................................................ 17 Default Settings and Options............................................................................... 18
Chapter 2: Using Report Books ...................................................................... 21

Report Book Design ............................................................................................ 23 Creating a Report Book Design .................................................................... 23 Previewing and Printing a Report Book Design ............................................ 30 Report Book Properties ....................................................................................... 34 Assigning General Properties to a Report Book ........................................... 34 Adding Headers and Footers to a Report Book ........................................... 37 Allowing Users and Groups Access to a Report Book.................................. 40 Distributing a Report Book Using E-mail....................................................... 42 Publishing a Report Book ............................................................................. 45 Previewing and Printing Report Books in FRx DrillDown Viewer ........................ 48 Previewing a Report Book in FRx DrillDown Viewer..................................... 48 Printing a Report Book in FRx DrillDown Viewer .......................................... 50 Folder Properties................................................................................................. 52 Item Properties .................................................................................................... 57 Microsoft FRx Report Properties ........................................................................ 59 Generating Report Books.................................................................................... 63 Generating a Report Book Locally ................................................................ 63 Scheduling and Generating a Report Book Using FRx Report Server ......... 66
Index ................................................................................................................... 75
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Preface
Who Should Read this Guide
The purpose of this guide is to explain the functions, features, and capabilities of FRx Report Manager. This guide is written for users who need to combine multiple file types and Microsoft FRx reports into one file for printing, publishing and distribution.
How this Guide is Organized

This guide is organized into the following chapters: Chapter 1, FRx Report Manager Chapter 2, Using Report Books
Preface
Whats New in FRx Report Designer Release 6.7

This version of the software includes the following new features.
Product name and logoWe have introduced a new product name, logo and demonstration data that aligns the Microsoft FRx product and FRx Software's ownership with one of the most recognizable brands in the industry- Microsoft Corporation. Through this association, existing customers and prospective buyers will know how we're evolving. While staying true to the trustworthy roots of our heritage, we are backed by the seasoned and insightful strength and vision shared by our parent company. And we will continue to reflect these ideals and live up to the standards set by our brand. FRx Report ManagerFRx Report Manager is a powerful optional module that makes it easy to pull together Microsoft FRx reports with the other information end-users need to do their work, all delivered in one, comprehensive report book. It automates the time consuming and manual process of producing report books containing many different types of documents and files. FRx Report Manager helps users present information in a manner that is logical, organized and relevant. Finally, FRx Report Manager allows users to create report books with information specialized to the needs of each individual user, then streamlines the printing and distribution of the complete presentation. FRx Report Manager allows: Multiple output types including FRx DrillDown ViewerTM files, Microsoft Office documents and other reports produced from diverse reporting packages to be packaged together for posting to a network or Web site, or for delivery via email or print. Recipients to view all documents contained in a report book using an enhanced version of the FRx DrillDown Viewer software Headers, footers and consecutive page numbering throughout the entire book. Report generation locally or via the FRx Report Server.
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Preface
On-demand reference guidesComprehensive User Guides in a bound format are now available on-demand as a helpful reference for common tasks and troubleshooting. The information has been reorganized into soft cover books, which include: Microsoft FRx Report Designer 6.7 Users Guide, Microsoft FRx Report Designer 6.7 Administrators Guide, Microsoft FRx Report Server 6.7 Users Guide, Microsoft FRx DrillDown Viewer and Microsoft FRx Report Launcher 6.7 Users Guide, Microsoft FRx Report Manager 6.7 Users Guide, Microsoft FRx WebPort 6.7 User and Administrators Guide, and Microsoft FRx 6.7 Sample Reports A useful document designed to help customers determine which User Guides to obtain is included with each product shipment. Additionally, all User Guides are included on the Microsoft FRx 6.7 product CD.
Improved in Microsoft FRx 6.7

Microsoft Excel graphing via FRx instant!OLAPsoftware
instant!OLAP is now included in every edition, from FRx Desktop through FRx Enterprise. Additional functionality includes the ability for users to utilize the instant!OLAP software output format and export a report directly into a pivot table for automatic graphing in Excel.
XBRL
Remaining at the forefront of advances in Extensible Business Reporting Language (XBRL) technology, the support of the 1.0 taxonomy has been upgraded to the 2.0 standard. FRx Software understands the need for users to transfer complex, highly confidential corporate financial information to regulators, banks, investors and boards of directors using a trusted standard of financial communication. Because of this, we will continue to make advances in the XBRL compatibility of Microsoft FRx, ensuring functional compliance as XBRL is further adopted by corporations and consumers of sensitive financial data.
FRx Currency Translation
The Currency Translation module has been enhanced to allow for greater flexibility in the calculation of translation rates. There are now two ways to calculate monthly average rates. Additionally, annual average rates can be
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Preface
calculated, thereby streamlining the maintenance necessary for Column Layouts when creating Microsoft FRx reports. Users can now translate individual layers that represent transactions while comparing the total amount in the historical rates table to the appropriate general ledger total. This ensures that all transactions have been accounted for when converting data at the appropriate historic rates. Finally, we have addressed several software modification requests to improve the Currency Translation product module as a whole.
FRx WebPort
FRx WebView has been consolidated into FRx WebPort to form a single product module that is available to all Microsoft FRx users regardless of product edition or general ledger. Users can quickly publish Microsoft Word or Microsoft Excel documents with their Microsoft FRx reports for easy access by others on a secure Intranet site.
Stability and Performance
Improvements to Microsoft FRx 6.7 allow for faster report generation and quicker export of reports to the FRx DrillDown Viewer and printing options. Additionally, Microsoft FRx has been upgraded to support Microsoft Access 2002 and changes have been made to the database access technology. These enhancements ensure a more stable environment. In addition, improvements to the way the general ledger index (G32 file) is built will reduce the likelihood of database corruption.
Available Product Documentation

The following documentation is available for this product. Microsoft FRx 6.7 Installation and Configuration GuideThis guide helps system installation personnel install Microsoft FRx products through hands-on instructions. Microsoft FRx Report Designer Getting Started GuideThis guide helps new users understand how to set up and configure the Report Designer to work with their company's specific general ledger data. Microsoft FRx Report Designer 6.7 Users GuideThis guide helps users apply the FRx Report Designer components to design and generate reports.
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Preface
Microsoft FRx Report Designer 6.7 Administrators GuideThis guide helps system, database, web, and application administrators successfully plan, deploy, and maintain the FRx Report Server. Microsoft FRx DrillDown Viewer and Microsoft FRx Report Launcher 6.7 Users GuideThis guide helps users display, print, and export Microsoft FRx financial reports to the FRx DrillDown Viewer, and launch reports from the FRx Report Launcher. Microsoft FRx Report Server 6.7 Users GuideThis guide helps users manage reports running on the FRx Report Server and use the scheduling function to create, revise, and manage report schedules and exceptions. Microsoft FRx Report Manager 6.7 Users GuideThis guide helps users generate, display, print, subscribe to, export, save, and send reports that were created and saved using the FRx Report Designer. Microsoft FRx WebPort 6.7 User and Administrators GuideThis guide helps authorized users send Microsoft FRx report output to the FRx WebPort repository and view reports via a Web browser, and helps FRx WebPort administrators manage report files and folders and user access in the FRx WebPort. Microsoft FRx 6.7 Sample ReportsThis guide provides users with examples of key reports using a demonstration database and FRx Report Designer.
Other Documentation
Some components of the Microsoft FRx product include online help that is installed with that component. The following online help volumes are available: Microsoft FRx Report Designer Online Help Microsoft FRx DrillDown ViewerTM Online Help Microsoft FRx Report Launcher Online Help Microsoft FRx Report Server Online Help Microsoft FRx Report Manager Online Help
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Preface
Microsoft FRx WebPort Online Help
Conventions Used in this Guide

The following conventions are used through this guide.
Convention Bold Description
Used in procedures to indicate an on-screen item, such as a button name. Used to indicate emphasis. Used to indicate a command, file name, or path. Used to indicate information that supplements the main text. Used to indicate information about how to use the application in a different way. Used to indicate that a specific action or lack of a specific action could result in the loss of data. Used to indicate that a specific action or lack of a specific action could result in physical harm to your computer or the server.
Italics
Command
Note
Ti p
Caution
Wa rn i n g
Preface
How to Contact Us
Mailing Address: Software Support Telephone:
FRx Software Corporation 1-800-FRx-SOLV 4700 South Syracuse Parkway, Suite 150 (1-800-379-7658) Denver, Colorado 80237 1-303-741-8000 (Main)
Web Site: Email: http://www.frxsoftware.com
Documentation: Training: General information: Product suggestions:
docu@frxsoft.com training@frxsoft.com info@frxsoft.com productsuggestions@frxsoft.com
Software Licensing
FRx software is licensed to our customers with specific configurations and capabilities for each installation. The software license controls the number of licensed concurrent users, expiration dates, and version-specific features available under the terms of your license agreement. Contact your reseller for more information about adding features under your FRx Software agreement.
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Preface
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FRx Report Manager

Chapter 1
Starting FRx Report Manager . . . . . . . . . 3 Welcome Screen . . . . . . . . . . . . . . . . . . . 4 FRx Report Manager Window . . . . . . . . . 5 Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . 6 Standard Toolbar . . . . . . . . . . . . . . . . . . 14 Report Book Tree Structure . . . . . . . . . . 15 Getting Started Pane . . . . . . . . . . . . . . . 16 Status Bar . . . . . . . . . . . . . . . . . . . . . . . 17 Default Settings and Options . . . . . . . . . 18 FRx Report Manager is a powerful management tool that allows you to combine multiple files types into one report book so you can easily create, review, and distribute information. You can launch FRx Report Manager directly from the Start button on your desktop taskbar or open it from within FRx Report Designer. Within the FRx Report Manager design window, you create a report book with a tree structure consisting of folders, documents, and Microsoft FRx reports. From this design window you have quick access to the preview, print, and publishing capabilities of FRx Report Manager. Because FRx Report Manager is a module within Microsoft FRx, FRx Report Manager is integrated with
Chapter 1: FRx Report Manager
FRx Report Designer, FRx DrillDown ViewerTM, and FRx Report Server. When you add Microsoft FRx reports to a report book, FRx Report Manager uses the catalog of reports in FRx Report Designer FRx Report Designer as the source files for Microsoft FRx reports you insert in your report book. Company access and user permissions for FRx Report Manager are also based on the FRx Report Designer security model. FRx Report Manager uses FRx DrillDown Viewer to preview a report book tree structure as well as display actual report book output. If you are licensed for FRx Report Server, you can schedule and generate your report books using FRx Report Server.
Starting FRx Report Manager
Starting FRx Report Manager

FRx Report Manager is both a separate module and a part of the FRx Report Designer program. Because of this, you can start FRx Report Manager from the Microsoft FRx 6.7 FRx Report Manager program folder or from the FRx Report Designer Control Panel.
To start FRx Report Manager from the FRx 6.7 program folder
1 2
Click the Start button, point to Programs, and then to FRx 6.7. Click the FRx Report Manager icon to launch the program. Open FRx Report Designer. From the Microsoft FRx Control Panel, click the FRx Report Manager icon to display the FRx Report Manager Welcome screen.
Tip: You can also start FRx Report Manager from the FRx Report
To start FRx Report Manager from FRx Report Designer

1 2
Designer control panel or Catalog of Reports window.
Welcome Screen
The FRx Report Manager Welcome screen consists of a Getting Started pane with three major screen areas: New, Open, and Help as shown in Figure 1-1.
Welcome Screen Getting Started Pane
Figure 1-1: Welcome Screen with Getting Started Pane
Under the New area, you can access a new Report Book Designer window and create a new report book or open an existing report book design. Under the Open area, you can select from your most recent report book designs. From the Help area, you can link to online help or to the Microsoft FRx Web site. To suppress the Welcome screen the next time you open FRx Report Manager, select the Skip this welcome screen in the future check box.
FRx Report Manager Window
FRx Report Manager Window

The FRx Report Manager window, shown in Figure 1-2 is where you design, generate, and publish your report book.
Menu Bar Standard Tool Bar Optional Getting Started Guide Pane
Optional Status Bar
Figure 1-2: FRx Report Manager Window
This screen consists of the following major components: Menu Bar Standard Toolbar (Optional) Report Book File Tree Getting Started Pane (Optional) Status Bar (Optional)
Menu Bar
The seven menu selections available to you in FRx Report Manager are the: File Menu Edit Menu View Menu Insert Menu Tools Menu Window Menu Help Menu Shortcut Menu
File Menu
The File menu in FRx Report Manager displays standard commands you can use for your report book as shown in Figure 1-3.
Figure 1-3: File Menu Options
Menu Bar
The following table describes the File menu commands in the FRx Report Manager.
File Menu Command New (Ctrl+N) Open... (Ctrl+O) Close Description
Use this command to create a new report book design. Use this command to open an existing report book design. Use this command to close an active report book design. Use this command to save an active report book design. Use this command to save an active report book design with a specific name in a directory. Use this command to preview your report book design at a:
Detail LevelIncludes report book name and destination file name, folders, document name and source path, and group and user security settings Summary LevelIncludes report book, folders and file names
Save (Ctrl+S) Save As... Print Preview
See Previewing and Printing a Report Book Design on page 30.

Table 1-1: File Menu Commands
File Menu Command Print...
Description
Use this command to print your report book design at a:

Detail Level (Ctrl+P)Includes report book
name and destination file name, folders, document name and source path, and group and user security settings
Summary LevelIncludes report book,
folders, and file names See Previewing and Printing a Report Book Design on page 30.
Properties...
Use this command to add and change the properties of your report book, folders, documents, and reports. See Report Book Properties on page 34. Use this command to exit FRx Report Manager.
Exit
Table 1-1: File Menu Commands
Edit Menu
The Edit menu, shown in Figure 1-4, displays standard Microsoft Windows commands you can use to modify your report book design or tree structure.
Figure 1-4: Edit Menu Commands
Menu Bar
View Menu
The View menu in FRx Report Manager displays the selections shown below in Figure 1-5.
Figure 1-5: View Menu Commands
The following table describes the View menu commands in FRx Report Manager.
View Menu Commands Getting Started Window (Ctrl +F1) Description
Use this command to display the Getting Started Pane in the FRx Report Manager window. Use this command to display the Standard Toolbar in the FRx Report Manager window. Use this command to display the Status Bar in the FRx Report Manager window.
Standard Toolbar (Ctrl +T) Status Bar
Table 1-2: View Menu Commands
Insert Menu
The Insert menu gives you file insertion capabilities as shown in Figure 16.
Figure 1-6: Insert Menu Commands
The following table describes the Insert menu commands in FRx Report Manager.
Insert Menu Command Insert File... (Ctrl+I) Insert Report... (Ctrl+R) Insert Report Book... Description
Use to insert a file in your report book. Use to insert an ungenerated Microsoft FRx report in your report book. Use to insert another report book within an open report book.
Table 1-3: Insert Menu Commands
Tools Menu
The Tools menu in FRx Report Manager is shown below in Figure 1-7.
Figure 1-7: Tool Menu Commands
The following table describes the Tools menu command in FRx Report Manager.
Tools Menu Command Generate Description
Use this command to generate your report book: Locally To the FRx Report Server (if you use FRx Report Server)
Options...
Use this command to view general FRx Report Manager options. For more information, see Default Settings and Options on page 18.
Table 1-4: Tools Menu Commands
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Menu Bar
Window Menu
The Window menu gives you access to other Microsoft FRx products as shown in Figure 1-8.
Figure 1-8: Window Menu Commands
The following table describes the Window Menu commands in FRx Report Manager.
Window Menu Command Report Server Status FRx DrillDown Viewer Description
Use this command to open FRx Report Server if you are licensed for FRx Report Server. Use the command to open FRx DrillDown Viewer to preview and display your report book design and output files. Use this command to open FRx Report Designer. If you are licensed for FRx Report Server, use this command to open Scheduler and schedule your report books for processing on the FRx Report Server.
FRx Report Designer Schedule
Table 1-5: Window Menu Selections
Help Menu
The Help menu, shown in Figure 1-9, gives you access to online help and release information for FRx Report Manager.
Figure 1-9: Help Menu Commands
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The following table describe the Help menu commands in FRx Report Manager.
Help Menu Command FRx Report Manager Help... (F1) FRx Software on the Web... About FRx Report Manager... Description
Use this command to access the online help system for FRx Report Manager. Use this command to access the Microsoft FRx Software Web site. Use this command to view the FRx Report Manager version information.
Table 1-6: Help Menu Commands
Shortcut Menu
The shortcut menu, shown in Figure 1-10, allows you to easily modify your report book design.
Figure 1-10: Shortcut Menu
To access the shortcut menu, right-click in your report tree structure. From the shortcut menu, you can easily add files, Microsoft FRx reports, and other report books; rearrange your folders and files; change your report book properties; and generate your report book.
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Standard Toolbar
Standard Toolbar
The standard toolbar displays buttons for commonly used tasks in FRx Report Manager. The following table Table 1-7 lists and describes each toolbar button.
Toolbar Button Description
Create new report book. Open an existing report book. Save a report book. Cut a file from a report book. Copy a file from one report book folder to another. Paste a file into a report book folder. Launch FRx DrillDown Viewer. Launch FRx Report Designer. Launch Schedule. Open Report Book Publishing options.
Table 1-7: Toolbar Buttons for FRx Report Manager
To display this toolbar on the FRx Report Manager window, select Toolbar from the View menu.
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Report Book Tree Structure

The tree structure in your report book, shown in Figure 1-11, consists of the folders, files, reports, and report books you include in your overall report book design.
Figure 1-11: Design Tree
The documents in your report book display and print, beginning from the top of the tree structure.
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Getting Started Pane
Getting Started Pane

The Getting Started pane, shown in Figure 1-12, is useful to quickly open a new or existing report book design. Report book design files use the file extension .rbd and do not contain any specific items or reports. Design files only contain the details and organizational structure of the specific items and Microsoft FRx reports included in the report book. After you generate a report book, the report book output is assigned the file extension .frb and cannot be opened from the Getting Started pane. To open an .frb file, use FRx DrillDown Viewer. This pane also provides you with immediate access to the online help system for FRx Report Manager as well as link to the FRx Software Web site.
Figure 1-12: Getting Started Pane
To display this pane in the FRx Report Manager window, select Getting
Starting Window from the View menu.
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Status Bar
The status bar, shown in Figure 1-13, displays at the bottom of the FRx Report Manager window.
Status Bar with Current Company
Figure 1-13: Status Bar Displaying on the FRx Report Manager Window
The status bar displays the current company you are accessing in the FRx Report Designer. To display the status bar on the FRx Report Designer window, select Status Bar from the View menu.
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Default Settings and Options

Use FRx Report Manager options to control and modify default settings such as the: Display of the Welcome screen at start up Display of the Getting Started pane at startup Method of report generation
To review and modify default system settings
1
To review and modify the system options, select Tools on the menu bar and click Options... to display the FRx Report Manager Options dialog box.
On the General tab, select from any of the following options:

To Do
Display the Welcome screen at startup Display the Getting Started pane at startup View the default directory location for the report book design files (.rbd).
Select the Show welcome screen at startup check box. Select the Show Getting Started pane at startup check box. Click the Browse button.
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To
Do
View the default directory location for the report book output files (.frb).
3
Click the Browse button.
Click the Report Designer tab.
Then view and select from the following settings:

To Do
Change the location of your Microsoft FRx program file directory Select a default Microsoft FRx company
Click the Browse button to display the Browse For Folder dialog box.
1 Select a company from the drop-down
list. The Microsoft FRx reports that you include in a report book for this company will use the companys default base periods and dynamic calendar codes.
2 To select the current default Microsoft
FRx company, click Get from FRx.
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To
Do
If you are licensed for FRx Report Server, select a default method to generate report books
Select one of the following options:

Generate LocallyGenerate a report
book from FRx Report Manager.

Generate to FRx Report Server
Generate a report book to FRx Report Server. Use the same options from FRx Report Designer in FRx Report Manager Select Use the same options for FRx Report Manager and FRx Report Designer check box. This is a synchronization function that allows FRx Report Manager to access the FRx.INI and FRxSys32.mdb files in FRx Report Designer. The FRx.INI file allows FRx Report Manager to access the default Microsoft FRx company and the local or report server generation options. FRx Report Manager uses the FRxSys32.mdb file to access company information, users and groups for security, number of concurrent users, and specification sets.
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Using Report Books

Chapter 2
Report Book Design. . . . . . . . . . . . . . . . 23 Report Book Properties . . . . . . . . . . . . . 34 Folder Properties . . . . . . . . . . . . . . . . . . 52 Item Properties . . . . . . . . . . . . . . . . . . . 57 Microsoft FRx Report Properties . . . . . . 59 Generating Report Books . . . . . . . . . . . 63 With FRx Report Manager you have the ability to combine your Microsoft FRx reports, spreadsheets, text documents, and other file types into a report book file. After you design a report book, you can preview and print your design file. Report books designs can be saved and reused so you can create future report books with minimal effort. You can publish report books for viewing in FRx DrillDown ViewerTM, in FRx WebPort, in a Windows directory, or through email. E-mail distribution options allow you to provide either a link or an attachment to a report book and its associated files and reports. E-mail also serves as a way for you to notify
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Chapter 2: Using Report Books
employees, managers, and individuals outside your company (for example, a board of directors) about a completed or published report book. If your company uses Microsoft FRx security, the same security model applies to the design files used to create a report book as well as the rights to view a published report book. Each report book that you design in FRx Report Manager has a default company associated with it. When a user opens a report book design, Microsoft FRx security verifies the user has permission to this company code. For viewing published report books, you can assign users and groups to specific folders and reports within a report book. When users receive notification that a report book is published, they can only view the reports and files they have access to. If you insert an Microsoft FRx report that includes a reporting tree in your report book, you can select the units to include in the report book. You can organize the report book so that users can only access selected units of a tree, even though the entire tree displays in the report book. For example, you could organize a book by location, using one balance sheet and selected tree units to control data by location. The report date you use for your report book can be controlled at the book level or at the individual catalog (report) level. FRx Report Manager also allows you to assign header and footers to your report book such as page numbering and report book name.
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Report Book Design
Report Book Design

This section contains information and instructions on: Creating a Report Book Design Previewing and Printing a Report Book Design
Creating a Report Book Design

To create a report book design
1
Launch FRx Report Manager to display the Welcome screen.
Note: Select the Skip this welcome screen in the future check box to
immediately open the FRx Report Manager window the next time you launch FRx Report Manager.
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To create a new book, select one of the following options:

To Do
Create a new report book from the Getting Started pane
Select one of the following:

Blank Report Book Design to create
a new report book

From Existing Report Book Design
to create a new report book from an existing report book Create a new report book when the Getting Started pane is closed On the File menu, click New or press Ctrl+N.
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Report Book Design
In the Report Book design name box, type a name for your Report Book Design. The name displays as the root in the tree directory.
Warning: The file design name does not support the characters / . \ ? * | < > .
4 5 6 7
You are now ready to add folders, files, and reports to your report book design. To add a folder to your report, select the root of your report book. Click Create Folder to add an untitled folder in the tree directory. Type the folder name over the word untitled that displays to the right of the folder icon.
Tip: To rename or delete the folder, right-click and use the shortcut
menu.
8 9
Repeat steps 5-8 to add as many folders needed to your report book design. To insert a file in a directory folder, select the folder.
Note: When selecting a folder, ensure you are using either the
Uniformed Naming Convention or Mapped Drive to specify the shared directory location.
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10 Click Insert File... to display the Insert an Item dialog box.
11 Select a file to insert. The name of the file cannot exceed 200
characters.
Tip: You can select various file types including Word (.doc), Excel
(.xls), Powerpoint (.ppt and .pps), HTML (.htm), Text (.txt and .rtf), Adobe (.pdf), XBRL (.xml), and Microsoft FRx generated (.frd and .frb)
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Report Book Design
12 Click Open to return to the FRx Report Manager window.
The file is added to the folder.

Tip: To add a file to the tree root, select the root and click Insert File...
13 Repeat steps 10-12 to add as many files to the folder as necessary.
Tip: Right-click in the Report Book Design pane and use the shortcut
menu to reorder the files in your report book design.

14 To add an Microsoft FRx report to a folder, select the folder.
27
15 Then, click Insert Report... to display the Insert FRx Report dialog
box.
16 Then, do the following:
Select a company specification set from the drop-down list.

Tip: Report books can be created with reports for multiple companies
within the same folder. Select the check boxes next to the reports you are adding to your folder.
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Report Book Design
17 Click Insert to add the reports to the folder and return to the FRx
Report Manager window.
Your reports display with the FRx DrillDown Viewer icon under the report book or folder that you selected for insertion.
18 Repeat steps 14-17 to add as many reports as necessary.
Tip: To add a report to the tree root, select the root and click Insert Report...
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19 Click Save Report Book Design to display the Save As dialog box.
20 Save your report book in the default directory: FRx Software\FRx 6.7\
SysData\Report Book Design Files. Your report book design is saved as file type .rbd.
Previewing and Printing a Report Book Design

The default method for printing a report book is black and white. Although you can print a book in color, color printing impacts the time required to print a report book.
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Report Book Design
To preview and print a report book design

1
Open a report book design file.
Select the root of your report book design.
31
Click Print Preview to display the Page Setup dialog box.
Tip: To preview a summary of your design files that display only report book folders and file names, select the File menu, point to Print Preview, and click Summary.
4
As needed, modify the page setup options.
32
Report Book Design
Click OK to generate a print preview of your report design.
6 7
Click Close to return to the FRx Report Manager window. To print you report book design to a local printer, click Print.
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Report Book Properties

The properties for the report book allow you to define the name and directory location of the book; report headers and footers; user access to the report book; and publishing options in FRx DrillDown Viewer, a Windows folder, FRx WebPort, and e-mail. This section contains information and instructions on: Assigning General Properties to a Report Book Adding Headers and Footers to a Report Book Allowing Users and Groups Access to a Report Book Distributing a Report Book Using E-mail Publishing a Report Book
Assigning General Properties to a Report Book

To assign general properties to a report book
1 2
From the FRx Report Manager window, open a report book. Select the Report Book icon (the root on the Report Book Design tree).
34
Click Properties... to display the Report Book Properties dialog box.
4 5 6 7
Click the General tab. In the Report Book name box, type the name of your report book. The Report Book location box automatically displays the default output directory location for the report book. As needed, in the Report Book description text box, type a detailed description of your report book.
Note: This description is for design use only and does not display or
print when you preview or publish your report book.

8
In the Company box, select a company from the drop-down list.
35
9
.
In the Default Base Period box, select a period from the drop-down list.
Default Period List Sys Description
Defines the base period as the current system period.

Note: Microsoft FRx uses the computers Regional Settings to determine the current system date and
then applies this date to the accounting systems current period settings to define the current system period. For example, if the current system date is 8/ 21/04 and there are 12 monthly periods in the accounting system, the current system period ends on 8/31/04.
S-1 S+1 CUR C-1 C-2 C+1 01
Defines the base period as one period before the current system period. Defines the base period as one period after the current system period. Defines the base period as the current processing period as defined in the general ledger. Defines the base period as one period prior to the current general ledger period. Defines two periods prior to the current general ledger period. Defines one period after the current general ledger period. Hard codes a specific period number
Table 2-1: Selections for Default Base Period Caution: If an individual Microsoft FRx report is set to accept an
36
override date, the year and period information you type overrides the individual dates set for each report. After you override an individual report date, you must also select the Override periods and dates check box on the FRx Report Manager window. If you do not select a report date, FRx Report Manager uses the dates you set for the individual report designs.
10 Under Rollup Basis, do one of the following:
To
Do
Roll up accounts by period numbers in multi-company reporting trees. Roll up accounts by period dates in multicompany reporting trees.
Leave Period Numbers as the default selection.
Click Period Dates.
Tip: The Rollup option is useful when you run a consolidated report for
companies that do not use the same fiscal year calendars. For example, if you have two companies with different fiscal years, the Period Dates option allows you to compare financial data for the two companies for a specific month.
11 Click OK to add your property information and return to the FRx
Report Manager window.

12 Click Save.
Adding Headers and Footers to a Report Book

FRx Report Manager allows you to include high-level header and footer information across an entire report book (for example, the name of your report book and the publish date.) Items within the report book retain
37
whatever individual headers and footers that you originally specify for those items. Page numbering flexibility within the header and footer properties allows you to determine the page sequence for a report book. You can specify the starting page of a report book for inclusion within a larger report as well as skip numbering on the first page of a report book.
To add headers and footers to a report book
1 2 3
From the FRx Report Manager window, open a report book. Select the Report Book icon (the root on the Report Book Design tree). Click Properties... to display the Report Book Properties dialog box.
Click the Headers and Footers tab.
38
To add a header or footer, do one of the following:

To Do
Insert text
Type the text in the Header or Footer text box.

Note: A report book can only display
three lines of text per header and footer. Insert a page number Insert running total page numbers (for example, Page 1 of 20) Insert a short date (for example, 06/24/04) Insert a long date (for example, June 24, 2004) Insert the report book name
6
Click the Page Number icon. Click the Pages and the Page Number icons. Click the Short Date icon. Click the Long Date icon.
Click the Report Book Name icon.
To format a header or footer, select the appropriate text, and use one of the following options:
To Do
Change the font type and point size of the text Bold the text Italicize the text Underline the text Left justify text
Select another font and point size from the drop-down lists. Click the Bold icon. Click the Italicize icon. Click the Underline icon. Click the Left Justify icon.
39
To
Do
Justify text Right justify text Change font color

7
Click the Justify icon. Click the Right Justify icon. Click the Font Color icon.
Select one of the following page numbering options: To start your report book page numbers at a specific page number, select a number from the Starting page numbering list. To skip numbering on the first page, select the Skip numbering first page check box. Click OK to save your header and footer text and return to the FRx Report Manager window. Click Save.
8 9
Allowing Users and Groups Access to a Report Book

You can allow users and groups access to specific folders within a report book. Security in FRx Report Manager is based on the folder level. When you add subfolders to a main folder, the sub folders inherit the security from the main folder. Once you have added user or group security to any folder, security is applied to the entire report book. To ensure access to all folders in a report book, you must assign security access to each folder within the report book. For example, if you allow a user access to one folder, and another folder exists at a higher level without a security assignment, no one can access the high level folder.
To allow users and groups access to a report book
1 2
From the FRx Report Manager window, open a report book. Select the Report Book icon (the root on the Report Book Design tree).
40
Click Properties... to display the Report Book Properties dialog box.
4 5
Click the Security tab. To allow specific users access to your Report Book, click the Add button for Users to display the Add Users And Groups dialog box.
41
6 7 8 9
Under Users, select the check boxes next to the users to add to the report book. Click OK to add the users you selected and return to the Security tab. To add groups to your report book, click the Add button for Groups Allowed to display the Add Users and Groups dialog box. Under Groups, select the check boxes next to the groups to add to the report book.
10 Click OK to add the groups you selected and return to the Security tab. 11 To remove access for a user or group from a report book, select the user
or group.
12 Click the Remove button. 13 To clear the users or groups you previously added, click the Reset
button. The Users Allowed or Groups Allowed boxes display blank.

14 Click OK to save the users and groups and return to the FRx Report
Manager window.
Distributing a Report Book Using E-mail

FRx Report Manager allows you to use e-mail to send the contents of a report book to specified individuals, or, to send a notification that a report book is available with another publication method. You can send the contents of a report book in e-mail as either a link or attachment.The items in a report book that an individual receives in e-mail is based on user and group access you assigned in the report book at the folder level.
42
For example, you create a report book with folders that represent each of your departments (Sales, Service, and Operations). The users and groups assigned to each department folder work in these respective departments. When you generate the report book and publish it in e-mail, employees only have to the documents and the reports for their assigned department. So, the sales department employees only have access to the Sales folder and the sales-related documents and reports within this folder. When you use e-mail notification, the e-mail contains all the options you selected for publishing. For example, if you decide to publish your report book to FRx WebPort, the address for the web location is included in the email. Or, if you publish a report book to a windows directory, the path to that directory is included in the e-mail. The links for the publishing options you selected are displayed at the end of the e-mail.
To distribute a report book using e-mail
1
Open a report book and click Properties... to display the Report Book
Properties dialog box.
Click the Distribution tab.
43
To add e-mail addresses, click To... to display your Microsoft Outlook Select Names dialog box.
Note: FRx Report Manager is MAPI compliant.
4 5 6
Type or select the appropriate e-mail addresses. Click the To button to add the addresses. Click OK to return to the Distribution tab. The e-mail addresses you selected are displayed and the Insert Link option is automatically selected. As needed, select or deselect the Insert Link and Insert Attachment check boxes. The Insert Link option is how you provide a link to a report book (an .frb file). If you select Insert Link, a link to the items in a report book displays in the e-mail you send to recipients. The Insert Attachment option is how you provide an attachment to a report book (an .frb file). If you select Insert Attachment, the attachment displays in the e-mail you send to recipients.
Note: If neither option is selected, an e-mail notification is still sent to
recipients.
8
For example, you could provide a link to a Windows folder or to FRx WebPort. If you select Insert Attachment, attachments display in the e-mail you send to recipients. To delete an address from your e-mail list, click the gray box next to the Insert Link column, and then click Remove.
10 In the Subject box, type the subject of the e-mail. 11 In the Message box, type a message to accompany your report book. 12 Click OK.
44
Publishing a Report Book

FRx Report Manager provides you with several options for publishing a report book. You can publish a report book for viewing in: FRx DrillDown Viewer as an .frb file A Windows folder with the contents exploded out into files mirroring the report book FRx WebPort E-mail
To publish a report book
1 2
Open a report book. Click the Report Book Publishing icon to display the Publishing tab in the Report Book Properties dialog box.
45
To publish an FRx DrillDown Viewer Report Book, do the following: Select the Publish DrillDown Viewer Report Book (.FRB file) check box. As needed, in the File Name box, click the Browse icon and save the report book with a unique name. To publish a report book to a Microsoft Windows folder, do the following: Select the Publish Report Book to Windows folder check box. In the Folder Name box, click the Browse icon and select or add a Windows folder to store the report book.
Note: Selecting this option allows you to organize and manage your
report book output and share files and reports with users.
5
To publish a report book to the FRx WebPort Repository, do the following: Select the Publish Report Book to the Web check box. In the Web location list box, click the Browse icon to display the Open the Repository.xml file dialog box.
Select the appropriate repository.xml file in your WebPort\Data folder and click Open.
46
In the Folder name box, click the Browse icon to display the available folders in the repository.
Note: If you type in a new folder name, a new folder is created in the
repository.
6
To publish a report book using e-mail, select the Enable e-mail check box. When you only select this publishing option, FRx Report Manager sends a link or attachment of the .frb file to specified e-mail recipients. If you want to use e-mail to notify individuals that you have published a report book using other options, select Enable e-mail as well as the other publishing options.
Note: E-mail recipients who are not designated to receive a link or
attachment only receive a publishing notification.

7
Click OK to save your publishing selections and return to the FRx Report Manager Designer window.
Ti p
You can publish your report book when you generate it, or preview it from FRx DrillDown Viewer and then publish it.
47
Previewing and Printing Report Books in FRx DrillDown Viewer

This section contains information and instructions on: Previewing a Report Book in FRx DrillDown Viewer Printing a Report Book in FRx DrillDown Viewer
Previewing a Report Book in FRx DrillDown Viewer

To preview a Report Book in FRx DrillDown Viewer
1 2
Open FRx DrillDown Viewer. From the File menu, click Open to display the Open DrillDown Database dialog box.
48
In the Look in box, select the Report Books folder and open a report book.
If an item or Microsoft FRx report is the first item under the root folder, that item or report displays in the right pane.
4
To review specific items within a report book, select an item in the tree and the actual item display in the right-hand pane. (For example, in our report book, we selected the Variance Analysis to Budget report for display.)
Note: If you have Microsoft FRx security turned on or if the GL
database requires user credentials, you are prompted to login using the Security Login dialog box.
5
To preview a report book, click Print Preview. The Status of Print Job box displays for each file in the report book. Then, the Generate Preview box displays showing each file in the report book.
49
When the generating print preview process is complete, the Print Preview window displays.
From this window, click the page arrows to preview the files in a report book, and print as necessary.
Related Topics
Printing a Report Book in FRx DrillDown Viewer
Printing a Report Book in FRx DrillDown Viewer

To print a Report Book in FRx DrillDown Viewer
1 2
Open FRx DrillDown Viewer. From the File menu, click Open to display the Open DrillDown Database dialog box. In the Look in box, select the Report Books folder and open a report book. If an item or Microsoft FRx report is the first item under the root folder, that item or report displays in the right pane.
50
Then, do one of the following:

To Do
1 Click Print. 2 The Status of Print Job box displays
Print a complete workbook
for each file in the report book. 3 When FRx DrillDown Viewer finishes preparing the report book for printing, the Print dialog box displays. 4 In the Name box, select a printer from the drop-down list. 5 Click OK to print a report book. Print a single document from a workbook
1 Right-click on a file. 2 Use the Open command to print the
file.
Related Topics
Previewing a Report Book in FRx DrillDown Viewer
51
Folder Properties
The folder properties of the report book allow you to specify folder names and user access.
To assign properties to a report book folder
1 2 3
From the FRx Report Manager window, open a report book. Select a folder in the Report Book Design tree (not the root folder). Click Properties... to display the Folder Properties dialog box.
4 5
Click the General tab. As needed, in the Folder Name box, modify the name.
52
Folder Properties
Click the Security tab.
The users and groups displayed at the folder level are based on security assignments at the report book level. You cannot remove users and groups inherited from the report book level.
53
To allow other users and groups to access a folder, click Add... to display the Add Users and Groups dialog box.
Select the check boxes for the appropriate users and groups.
54
Folder Properties
Click OK and return to the Folder Properties dialog box.
55
10 To remove access for a user or group from a folder, select the user or
group.
11 Click the Remove button. 12 To clear the users or groups you previously added, click the Reset
button.
13 Click OK to save the users and groups and return to the FRx Report
Manager window.
56
Item Properties
Item Properties
To assign properties to a report book item
1 2 3
From the FRx Report Manager window, open a report book. Select an item in the Report Book Design tree. Click Properties... to display the Item Properties dialog box.
Do the following: As needed, in the Item Name box, modify the name. As needed, in the File Location box, modify the file location for the item.
57
Select one of the following options for including a file within a report book for publication and distribution:
To Do
Include a file attachment within a report book To include a link to an item within a report book For example, you could link to a common file on the network so that updates to the file are incorporated into a report book immediately.
6
Click Include a copy of this file in the generated Report Book. Click Include a link to this file in the generated Report Book.
Click OK to return to the FRx Report Manager window.
58
Microsoft FRx Report Properties

The FRx Report Book properties allow you to define properties for Microsoft FRx catalogs such as report date and report output type. This report date flexibility allows you to determine the report date to use for any given report within a report book. The report output property allows you to select the formats for the Microsoft FRx reports you are including in your report book. You can also change the default output location of Microsoft FRx reports to eliminate other users generating the same Microsoft FRx catalog through the FRx Report Designer. When you insert an Microsoft FRx catalog into a report book, the report date is inherited from the source catalog. If you do not assign a date at the report book design level, the source catalog date is used for the individual report date. To override the report book design date or inherited catalog date for an individual report included in a report book, use the Period and Dates function.
To assign properties to an Microsoft FRx report
1 2
From the FRx Report Manager window, open a report book. Select an Microsoft FRx report in the Report Book Design tree.
59
Click Properties... to display the FRx Report Properties dialog box.
4 5 6
Click the General tab. As needed, in the FRx Report Name box, modify the report name. The Output Location box automatically displays the directory location of the report in the io_data directory. This is the default output directory path for the report book generation. Then, include either a copy of the report or a link to the report in the generated report book.
60
Click the Report Options tab.
If your report contains a tree, select the items in the tree to include in your report book
Note: By default, the entire tree is selected when you run the report.
10 In the Report File Type list, select one of the following file output
types: FRx DrillDown Viewer (Enhanced XML) HTML (via Excel 2000 or later) XML XBRL Instance Document Formatted Excel (.XLS) Lotus (WK1) Excel (XLS) ASCII (Comma Delimited) ASCII (Formatted Text)
61
11 To use the file output specified in the Microsoft FRx source catalog,
click Use Source File Type.

12 To use the source report date specified in the Microsoft FRx source
catalog, click Use Source Date.

13 To modify the report date and period, click the Report Date box to
display the Periods and Dates dialog box.
14 Then, do the following:
In the Base Period box, type the period to generate in the report book. In the Base Year box, type the year to generate in the report book In the Report Date box, the report date is automatically generated based on the period and year you selected. In the Default Base Period, select a period or code from the list.
15 Click OK to return to the Report Options tab. 16 To override the report book date and assign a specific date for a report,
select the Override Report Book Report Date check box.

17 Click OK to return to the FRx Report Manager. 18 Click Save.
Note
When you reopen your report book and view an individual report, the date and output options reflect the changes you made to the source output file and report date.
62
Generating Report Books

After you have created a report book design and assigned properties, you are ready to generate a report book. You can generate a book locally or on the FRx Report Server (if you are licensed for this product). FRx Report Manager allows to generate and publish a report book simultaneously or just generate for your own review and use. This section contains information and instructions on: Generating a Report Book Locally Scheduling and Generating a Report Book Using FRx Report Server
Generating a Report Book Locally

When you generate a report book locally, the book and all the items contained within the book display either in the FRx DrillDown Viewer or the host program for that item. You can also select and preview each report item either within the FRx DrillDown Viewer window or in the host program. Prior to generating a report book, you will be given the option to change your report book name to avoid overwriting a previously generated report book.
To generate a report book locally
1
From the FRx Report Manager window, open a report book.
63
Do any of the following:

To Do
Generate and view a report book without publishing to all recipients Generate and publish a report book to all recipients Generate and print a report book
Click Generate to display the Generate Report Book box.
1 Select the Publish when generated
check box. 2 Click Generate to display the Generate Report Book box.
1 Select the Print when generated
check box. 2 Click Generate to display the Generate Report Book box.
Note: To override individual Microsoft FRx report periods and dates, select the Override periods and dates check box.
Select Generate Locally from the drop-down list and click OK.
64
After the report book generates, it displays in FRx DrillDown Viewer.
If an item or Microsoft FRx report is the first item under the root folder, that item or report displays in the right pane.
5
To review specific items within a report book, select an item in the tree and the actual item display in the right-hand pane. For example, in our report book, we selected the Variance Analysis to Budget report for display.
y
Note: If you have Microsoft FRx security turned on or if the GL
database requires user credentials, you are prompted to login using the Security Login dialog box.
6
If FRx DrillDown Viewer cannot the item, right-click on the file and open it in its host application.
65
If you have not already published or printed your report book, you can now do so from FRx DrillDown Viewer.
Scheduling and Generating a Report Book Using FRx Report Server

If you are licensed for FRx Report Server, you can schedule and generate your report book directly on the FRx Report Server. When FRx Report Server processes your report book, it processes the catalogs contained in your report book in the order they appear in the design file. This section contains information and instructions on: Scheduling a Report Book Generating a Report Book on the FRx Report Server
Scheduling a Report Book

To schedule a report book
1
66
Click Schedule... to display the Scheduler window.
67
Click Add and the Scheduler window changes to Add mode.
In the Add mode, some boxes and buttons are unavailable and others are enabled.
68
Click the Report Manager Selection tab to display the Scheduler window.
Select the report book to schedule and click Add. In the Report Books: box, the Scheduler displays the design file directory path for the report book.
Note: If you change the directory path, ensure you are using either the
Uniformed Naming Convention or Mapped Drive to specify the shared directory location.
69
Click the Schedules tab.
Your report book is now displayed under Scheduled Details.

7
From the Interval box, use one of the following options:

Select Daily To
Run the report daily at a selected date and time until a selected end date. If you select this option, you can select the Skip Weekends check box.
Hourly
Run the report hourly at a selected date and time until a selected end date and time. Run the report one time at a selected date and time.
Once
70
Select Weekly
To
Run the report once weekly on the selected week and day until a selected end date. If you select this option, you need to set the weekly report frequency following these steps:
1 In the Every box, type or select the
weekly frequency that you want to run the report. 2 In the Weeks on box, type or select the day each week that you want to run the report.
Yearly
Run the report yearly at a selected date and time until a selected end date.
In the Starts date box, type the date to begin processing the scheduled report, or click the Starts arrow, and select a date from the calendar tool. In the At box, type or select the time to begin processing the report.
Note: The Scheduler does not allow you to schedule a report prior to
the current date and time.

10 As needed, to process the report for a specified amount of time only:
Select the Ends check box. In the Ends date box, type or select a date to stop the scheduled report processing.
11 In the Period box, select the accounting period to include in the report.
71
12 Click Save to add the report book to the Scheduler.
Your report book is now scheduled to run on the FRx Report Server. or more detailed information on Scheduler and processing reports on the FRx Report Server, see the Microsoft FRx Report Server 6.7 Users Guide.
Generating a Report Book on the FRx Report Server

To generate a report book on the FRx Report Server
1
72
Click Generate to display the Generate Report Book dialog box.
2
3 4
Select Generate to Report Server from drop-down list. Click OK.
73
74
Index
A
At box (Scheduler) 71
G
General tab 35, 52, 60 Getting Started pane 16, 24
C
company specification set 28
H
header 37 Headers and Footers tab 38 Help menu 12 How to Add Headers and Footers to a Report Book 37 Allow Users and Groups Access to a Report Book 40 Assign Folder Properties 52 Assign Properties to a Report Book Item 57 Assign Properties to an FRx Report 59 Assigning General Properties to a Report Book 34 Creating a Report Book Design 23 Distribute a Report Book Using E-mail 42 Generate a Report Book Locally 63 Generate a Report Book on the Report Server 72
D
Default Base Period 36 design files default directory 30 Distribute tab 43
E
Edit menu 8 Ends box (Scheduler) 71 Every box (Scheduler) 71
F
file output 61 folder properties 52 Folder Properties dialog box 52 footer 37 FRx Report Manager window 5 FRx Report Properties dialog box 60
75
Index
Previewing and Printing a Report Book Design 30 Publish a Report Book 45 Schedule a Report Book 66 Start Report Manager 3 Starting Report Manager 3
R
report book design files default directory 30 file 25 folder 25 FRx report 27 report book design name 25 report book output directory 35 report book properties 34 Report Book Properties dialog box 35, 38, 41, 43, 45 Report Manager icon 3 Report Manager Window 5 Report Options tab 61 report properties 59 Report Server 66 rollup 37
I
Insert Attachment 44 Insert Attachment option 44 Insert Link option 44 Insert menu 9 Interval box (Scheduler) 70 io_data directory 60 Item Properties 57 Item Properties dialog box 57
M
menu bar 6
S
Schedules tab 70 Security tab 41, 53 shortcut menu 13 Starts date box (Scheduler) 71 status bar 17
O
override date 37 Override periods and dates check box 37 Override Report Book Report Date 62
P
Page Setup dialog box 32 Period box (Scheduler) 71 Periods and Dates dialog box 62 publishing DrillDown Viewer 46 e-mail 47 Microsoft Windows folder 46 WebPort 46
T
tab Distribute 43 General 52, 60 Headers and Footers 38 Report Options 61 Schedules 70 Security 41, 53 tabs General 35 toolbar 14 Tools menu 10
76
Index
tree structure 15
V
View menu 9
U
Users and Goups dialog box 41
W
Weeks on box (Scheduler) 71 Welcome screen 4 Window menu 11
77
Index
78

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Microsoft FRx Report Manager 6.

Copyright 2004 FRx Software Corporation. All rights reserved.

February 19, 2004

Chapter 1: FRx Report Manager........................................................................1

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 2: Using Report Books ...................................................................... 21

Microsoft FRx Report Manager 6.7 Users Guide

How this Guide is Organized

Microsoft FRx Report Manager 6.7 Users Guide

Whats New in FRx Report Designer Release 6.7

Microsoft FRx Report Manager 6.7 Users Guide

Improved in Microsoft FRx 6.7

Microsoft FRx Report Manager 6.7 Users Guide

Available Product Documentation

Microsoft FRx Report Manager 6.7 Users Guide

Microsoft FRx Report Manager 6.7 Users Guide

Microsoft FRx WebPort Online Help

Conventions Used in this Guide

Microsoft FRx Report Manager 6.7 Users Guide

Documentation: Training: General information: Product suggestions:

docu@frxsoft.com training@frxsoft.com info@frxsoft.com productsuggestions@frxsoft.com

Microsoft FRx Report Manager 6.7 Users Guide

Microsoft FRx Report Manager 6.7 Users Guide

FRx Report Manager

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 1: FRx Report Manager

Microsoft FRx Report Manager 6.7 Users Guide

Starting FRx Report Manager

Starting FRx Report Manager

To start FRx Report Manager from FRx Report Designer

Designer control panel or Catalog of Reports window.

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 1: FRx Report Manager

Figure 1-1: Welcome Screen with Getting Started Pane

Microsoft FRx Report Manager 6.7 Users Guide

FRx Report Manager Window

FRx Report Manager Window

Optional Status Bar

Figure 1-2: FRx Report Manager Window

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 1: FRx Report Manager

Figure 1-3: File Menu Options

Microsoft FRx Report Manager 6.7 Users Guide

Save (Ctrl+S) Save As... Print Preview

See Previewing and Printing a Report Book Design on page 30.

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 1: FRx Report Manager

File Menu Command Print...

Use this command to print your report book design at a:

Table 1-1: File Menu Commands

Figure 1-4: Edit Menu Commands

Microsoft FRx Report Manager 6.7 Users Guide

Figure 1-5: View Menu Commands

Standard Toolbar (Ctrl +T) Status Bar

Table 1-2: View Menu Commands

Figure 1-6: Insert Menu Commands

Microsoft FRx Report Manager 6.7 Users Guide

Chapter 1: FRx Report Manager

Table 1-3: Insert Menu Commands

Figure 1-7: Tool Menu Commands

Table 1-4: Tools Menu Commands

Microsoft FRx Report Manager 6.7 Users Guide

Figure 1-8: Window Menu Commands