When Microsoft Dynamics GP FRx came out with the latest (and last) version (6.7) a module was introduced called Report Book. It was love at first site. I fell in love with the simplicity of creating a report that can be delivered in a single file.
I use this module with great joy. Sounds silly, BUT this module allows me to make sure I include all the data I need when I deliver my statements. It’s so great I started using it for weekly reports as well, even when an FRx report is not one of the deliverables.
With this module, you can add FRx reports and almost any other kind of document, like Excel, word, PowerPoint, etc.
Each week we send an operational report built in FRx (yes, you can build operational reports with a combination of financial and unit accounts), excel reports (that can be started in Smartlist) and Notes written in word.
The recipient of the FRx file needs only the FRx drilldown viewer to open this single file, and just the tiniest amount of guidance to use.
If you use FRx and not Report Book, you’re missing out on a real time saver!