Or, on the File menu, click Save. Prints the current row format, column layout, catalog, or reporting tree. Or, on the File menu, click Print. Cuts the selected text to the Windows clipboard. Or, on the Edit menu, click Cut. Copies the selected text to the Windows clipboard.
Or, on the Edit menu, click Copy. Pastes the contents of the Windows clipboard to the cursor location. Or, on the Edit menu, click Paste. Opens the Catalog of Reports building block. When you select this toolbar button, the Catalog of Reports window opens. When you close this window, you return to the Report Designer Control Panel. Table Toolbar Buttons Or, on the Help menu, click Contents. Click the toolbar Help button. Using the Menus To display a menu Select one of the menus with the mouse pointer and click.
Press the Alt key and the keyboard key that corresponds to its underlined letter. To select a command from the menu Click on the command. Press the keyboard key that corresponds to its underlined letter. For example, to select the New command from the File menu, press N. To exit the menu without making a selection Press Esc twice or click in the main window outside the menu.
To close an open building block, on the File menu, click Close. Or, to execute your selections, click OK. To exit Report Designer, on the File menu, click Exit. To access the Control-menu box for a window that has the focus that is, a window from which you cannot access the main window , press and hold the Alt key, and then press the spacebar. To access the Control-menu box for a child window that is a window from which you can access the main window , activate the window by selecting the title bar, press and hold the Alt key, and then press the Hyphen - key.
Press F2 to edit the contents of a box. When you are editing, the system defaults to insert mode if you type characters, they are inserted at the cursor position.
To switch to typeover mode typed characters replace existing characters , press the Insert key. If you are editing a box after pressing the F2 key , press Esc to restore the original box contents. Selecting Rows or Columns You can select an entire row or column in your building blocks by highlighting it. To highlight a row with the keyboard, press and hold the Shift key while pressing the spacebar. To highlight a row with your mouse, click the box to the left of the Row Code cell.
To highlight a column with the keyboard, press and hold the Ctrl key while pressing the spacebar. To highlight a column with the mouse, click the box at the top of the column. Note You can have up to four worksheets of each building block open at one time. If you click this button, a list of available entries appears. There are four ways to display a list of available options: Click the down arrow button.
Double-click on a cell that contains a down arrow button. Place your cursor in the cell and then press F3. Place your cursor in the cell, then on the Edit menu, click Zoom. Using the Right Mouse Button You can right-click to open a shortcut edit menu from any of the Report Designer building blocks.
The following menu appears when you right-click from a row format, column layout, or reporting tree cell. Figure Shortcut Edit Menu You can edit the box using one of the following options. Note On some list boxes, such as those in the Column Layout window, the down arrow button appears only when you select the cell move the cursor to that cell.
Shortcut Menu Selection Description and Steps Cut Use the Cut command to remove information from a building block cell: 1 Highlight the information you want to cut. Copy Use the Copy command to copy information from a building block cell: 1 Highlight the information you want to copy.
Table Shortcut Edit Menu Selections Paste Use the Paste command to paste information into a building block cell: 1 Click the box in which you want to paste. Clear Use the Clear command to clear information from a building block cell: 1 Highlight the information that you want to clear.
Find Use the Find command to locate information contained in a building block cell: Refer to the instructions To find text, later in this chapter. Replace Use the Replace command to locate and replace information in a building block box: Refer to the instructions To replace text, later in this chapter.
Delete Row, Column, Unit Use the Delete command to delete an entire row, column, or reporting unit: 1 Select the row, column, or unit that you want to delete and then right-click. Insert Row, Column, Unit Use the Insert command to insert an entire row, column, or reporting unit: 1 To insert a row or unit, place your cursor in the cell directly below where you want to insert the row or unit.
Report Designer inserts the row, column, or unit above the highlighted row, column, or unit. After locating the text, you can replace it with new text by clicking Replace. To replace text 1 Right-click in the building block you want to search.
The information in these boxes is for viewing only. Figure Display-only Box Use these options to modify your search. This is an example of a display-only box. It displays a description of the selected row format. A record control box looks like the following picture. Each menu system contains several menus. Some menu commands, such as those in the File menu, have many of the same commands for all Report Designer windows.
Other menus are used in some Report Designer windows but not in others. For example, the Tree menu is only accessible from the Reporting Tree window.
This section describes the menus and options that are standard on all the Report Designer main windows. Menus that appear only in specific windows and building block options for example, the Row Formats window are discussed in their respective chapters. Record Control Description Arrow Buttons Click the far right or left arrow buttons to move to the first or last alphabetically sorted record in the series for example, the last catalog.
Click the inside arrow button to move to the previous or next record. Find Click Find to display a selection dialog box that lists all related records in alphabetical order. As you begin to type a record name into the Search box, the cursor moves to the first record that begins with the letters you typed.
You can also select a record by clicking its name on the list. New Click New to enter a new record into Report Designer. In some cases, default values may be provided. You can use this button to copy information from an existing record to a new record. Delete Click Delete to permanently delete the current record from Report Designer. You will be asked to confirm that you really want to delete the record.
Table Record Control Box Selections Close an open window On the File menu, click Close. Close all open windows On the File menu, click Close All. Change the printer setup On the File menu, click Print Setup. View the company information On the Company menu, click Information.
Change your default company On the Company menu, click Select Default. Edit the amount and date formatting On the Company menu, click International Formats. Edit specification sets On the Company menu, click Specification Sets. Turn on or turn off the toolbar On the Options menu, click Tool Bar. Turn on or turn off the status bar On the Options menu, click Status Bar.
Turn on or turn off the edit bar On the Options menu, click Edit Bar. Table Report Designer Standard Menus Display all open windows above and below one another On the Window menu, click Tile Horizontal.
Display all open windows next to one another On the Window menu, click Tile Vertical. Display all open windows over one another On the Window menu, click Cascade. Find out the Report Designer release number and available windows system resources On the Help menu, click About.
In this chapter, you learn step-by-step how to build, save, and view a report. To get up to speed quickly, read this chapter before using Report Designer. Although there are many features and options available in Report Designer, you do not need to understand all of them in order to produce excellent reports. Many users can significantly improve their reporting capabilities using just the basic features that are described in this chapter.
At this point, refer to the remaining chapters in this guide for more detailed explanations of all the FRx features. The material that follows is much easier to understand when you display Report Designer on your screen. So before you continue, make sure that FRx is installed and ready to go. Creating a Company. The Company Information dialog box displays showing the first company information record.
This name also appears on your reports by default, so select and type your description with this in mind. If you previously created a specification set to work with your accounting system, you may select it here. Type a new path for imported or exported files.
This setting applies only to this company and the reports associated with this company. You can override this setting for columns in the column layout window or for individual reporting units in a reporting tree. Normally, you should set the functional currency to be the same as the base currency for your general ledger. This is the currency that is the starting point for all currency conversions.
Are not full months Type Period Ending. For example, if you type Months Ending in this box, the heading for a report generated for March will read For the Months Ending March 31, Are not full months Type Periods Ending. This report is based on the Fabrikam Works sample data. Use the sample data to follow the steps and create the sample report yourself. Or, you can modify the instructions to use your own company, chart of accounts, and corporate structure. Figure Income Statement One way it accomplishes this goal is to provide you with familiar interface features that you may already be using in Windows- based spreadsheet programs, such as Microsoft Excel.
The flexibility of Report Designer makes each row format useful in many different situations. Keep in mind that if you plan to use the same format for more than one department, you do not need to repeat this procedure for each department. In this section, you learn how to build a new row format by automatically pulling data from the FabrikamWorks, Inc.
After you build this row format, the row format contains row codes that identify each row, row description, general ledger code, and other information extracted from the FabrikamWorks chart of accounts.
Note: The row format name at the top of the window is Untitled 1, which means you are working with a new, unsaved file. In the first Account Range End box, type Note: When you type a segment, Report Designer pulls only the unique codes for that segment into the row format. For example, the natural segment can be included in hundreds of general ledger accounts, but appears only one time in the row format. This default displays Row as the first row when you open the Row Format window. This default increments each row code in the Row Format window by For example, the first row is numbered , the second row is numbered , and so on.
Tip: Do not try to create a format that contains all of the general ledger account and subaccount combinations in your company. Report Designer works with many small row formats and then uses the reporting tree and other techniques to run reports for multiple departments.
If your selection results in more than a few hundred report rows, break the format down into smaller sections of the report. You can add Revenue report rows in the row format window, with rows displayed. The revenue Row Codes in Figure are based on the following instructions. Note The row codes that you create in the sample report could be different than those shown in Figure Modifying Sales Report Rows You can make changes to column values, change row codes, and add or delete rows.
The Sales Row Codes in Figure on page 28 were modified using the following instructions. The second new row Click the Description column, and in the edit bar, type Revenue. In our example, this row is Row Code Note: In row , a C appears in the Norm Bal column. This reverses the sign of the normal balance credit account and makes it appear as a positive amount on the report.
This removes the elimination row from the report. This places an underline beneath the Sales Discounts row. Adding a Net Sales Row that Includes a Formula You can modify a row to include net sales by changing the format code to TOT total and adding a formula to calculate net sales. In our sample row format, this is Row Code Report Designer calculates a total when you select this code.
In our sample row format, the net sales formula is In our example, this is Row Code The wildcard? The Gross Margin Row Code in Figure on page 28 was added based on the following instructions. In our sample row format, the gross margin row formula is This inserts an underline under the previous row.
Separating Revenue Rows from Operating Expenses Rows You can separate the Revenue portion of the sample income statement from operating expenses using row formatting options. The Separate Revenue from Expense Row Codes to in Figure on page 28 are based on the following instructions.
Row Codes , shown below in Figure , represented formatted expense rows. To add Operating Expenses row 1 Go to the row following the revenue separating rows. Note The row codes that you create in the sample report could be different than those shown in this example. Modifying the Expenses Report Rows You can accept expense rows as they are or apply modifications with features that you used in the previous sections.
The Expenses Row Codes to in Figure on page 35 were modified based on the following instructions. To modify the expenses report rows 1 Go to the expense rows in your sample row format.
To add a Total Operating Expenses row using a formula 1 Go to the row following the underline format row for Commissions Expense. In our example row format, the total operating expense formula is TO This places an underline beneath the Total Operating Expenses row in your report. Income Rows After modifying the revenue and operating expenses rows in your sample row format, you can complete your row format with income categories.
Row Codes , shown in Figure , represent formatted income rows. The Income from Operations report row in Figure was added using the following instructions.
To add an income from operations row using a formula 1 Go to the row following the underline format row for Total Operating Expenses. Note The row codes in the sample report that you create could be different than those shown in this example. In our example, row format, the formula is This places an underline beneath the Income From Operations row.
Adding Interest Income Rows You can insert and modify income rows by applying formatting features you have used in the above sections. To add interest income rows 1 Go to the Income Tax Expense row. This places an underline beneath the Interest Income Expense row. In our sample format, this is Row Code In our example, we used the formula TO This places an underline beneath the Income Tax Expense row.
The Net Income report row in Figure on page 38 is based on the following instructions. To add a net income row using a formula 1 Go to the row following the underline format row for Income Tax Expense.
In our example row format, we used the formula You can now use this same format for more than one department with Report Designer. The flexibility of Report Designer uses each row format for more than one situation. Report Designer also uses the reporting tree and other techniques to run reports for multiple departments.
To save your Row Format file 1 Review your completed row format for the sample income statement. In the Description box, type a description for the row format. Creating a Column Layout You can define the layout of your report columns. The information in a column layout is combined with the information in a row format and any reporting tree information , and is stored in the Catalog of Reports. You must use Sun Microsystems Java instead.
To download Java, visit the following Sun Microsystems Web site:. Adobe Acrobat Reader 4. Install the most current version of Acrobat Reader. Some shared. Verify that the FRx WebPort 6. Note This option installs the components to Internet Information Services. By default, the FRx WebAdministrator 6. This option installs the administrative tool. In the Name field, type a virtual directory name that will determine the path of the Web site.
Then, click the option for FRx Web Components. Click Start , click Run , type gpedit. Then, follow these steps:.
Right-click Disallow installation of printers using kernel-mode drivers , and then click Properties. In the Properties dialog box, click Disabled , and then click OK. When you are prompted to uninstall the current BCL components, click Next.
If you are prompted to restart the computer, click Reboot now , and then click Finish. To configure the PDF printer, follow these steps:. Click Browse next to the Folder name field. Verify that the Open Output File after conversion check box and the Remember folder after each conversion check box are cleared. To do this, follow these steps:. Right-click Start. Then, click Explore All Users. Expand the user name folder, expand the Start Menu folder, expand Programs , right-click the Startup folder, and then click Paste.
Restart the server to make this setting take effect. Note This user must remain logged on for the PDF printing to function correctly. Click the location of the Repository. Click Accept to accept the license agreement.
Point to the location in which to install the FRx Queue database. This database is typically installed in the shared SysData folder. Click the program folder in which to install the program. Modify Microsoft FRx Report Server to designate the server to be run by one dedicated service account.
Locate and then expand the user name for the designated service account, expand Start Menu , expand Programs , right-click the Startup folder, and then click Paste.
For more information about how to fix a problem that affects the Microsoft FRx Report Server icon, click the following article number to view the article in the Microsoft Knowledge Base:. The third-party products that this article discusses are manufactured by companies that are independent of Microsoft.
Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products. Microsoft Dynamics AX 4. Need more help? Expand your skills. Get new features first. Was this information helpful? Yes No. Thank you! Any more feedback? The more you tell us the more we can help.
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