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Reporting Company

Reporting Company

Reporting Company

(OP)
We use a reporting company strictly for daily reporting ie. 365 periods. of revenue. We also have a 365 day budget. It however is not just the yearly budget total divided by 365 each day is budgeted. We then use FRx Reporter to produe a Daily Revenue report. Our company wants to get rid of the Reporting Company. But if we do this we can not create the same Daily Report in FRx due to the fact the periods in our Live company are different. The actuals are fine because we can use the transaction date as the daily period. Does anyone have any suggestions how we can use our live company with 12 periods and still use the 365 day budget and still produce a daily report within Frx.

RE: Reporting Company

What about having your budget in Excel (instead of GP) and linking to the Excel worksheet from FRx...?  Might be a lot of work to set up, but I think it'll work.....

RE: Reporting Company

(OP)
I thought about that, but a couple of problems: not enough columns in excel. I need 365 and I am pretty sure that excel will not handle this, and frx doesn't let you do a range for the excel spreadsheet, meaning I would have to put in every cell 1 at a time. Too much work, but thanks for the reply.

RE: Reporting Company

You're right - Excel will only do 256 columns....
How many periods does your actual company have?  Perhaps you can do something creative with multiple budgets within the same company?

RE: Reporting Company

I have successfully done financials in Crystal.  Setup a crosstab report pulling the following:

Use the GL20000 and GL00105 tables
Create formula for Day (ie Day{GL2000.TRXDATE})
Restrict the report for Jan 1 - Dec 31, 2004.

I created a sql view :

CREATE VIEW BUDGETVSACTUAL2004
AS
SELECT A.ACTNUMST,A.ACTNUMBR_1,DAY(G.TRXDATE) as PERIODID, (SUM(G.DEBITAMT)-SUM(G.CRDTAMNT)) AS AMOUNT, 'ACTUAL' AS SOURCE
FROM GL20000 G INNER JOIN GL00105 A ON
G.ACTINDX=A.ACTINDX
WHERE YEAR(G.TRXDATE)=2004
GROUP BY A.ACTNUMST,A.ACTNUMBR_1,DAY(G.TRXDATE)
UNION ALL
SELECT A.ACTNUMST,A.ACTNUMBR_1,B.PERIODID,B.BUDGETAMT as AMOUNT, 'BUDGET' AS SOURCE
FROM GL00201 B INNER JOIN GL00105 A ON
B.ACTINDX=A.ACTINDX
WHERE B.BUDGETID='ENTER BUDGET ID'

Depending on how you do your financials, you can just use Segment 1 or 2 etc or the entire account.  Create calculated fields, then enter into the cross tab.


RE: Reporting Company

Have you examined FRx Forecaster? It works with FRx and Great Plains - I believe it can have up to 367 periods per year.

RE: Reporting Company

(OP)
Luvsql, I have thought about that too, but our Controller wants to utilize FRx Financial for now since you do not need licenses for Report Launcher. And lpgforms I have looked into that too but have seen what it would take to do 365 periods, it is a huge deal, many versions and columnsets. But thank you all, I think we will probably just keep the Reporting Company until we decide to go to Crystal exclusively.

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