In this chapter, you will learn how to :

• Install Financial Reporting Studio correctly and avoid the mistake which most of the users make

• Build a Simple report and learn how to add Rows and Columns

• Add an Image to your Report

• Add a Title to your reports

• Understand how to expand from Parent values

• Understand how to drill-down from account value to journal voucher in application

Once a report is defined it can be used for a long period of time. Generally, there is a need to provide a run-time parameter like Period, Company etc. to the user so that while generating the report, appropriate parameters can be passed and the report shows data based on the given parameters.

Another very common need is to see the Trend in the reports. e.g. You are in the month of Dec-19 and you want to see the trend of expenses for last 11 months.

After learning this course, you can make complex reports using FRS like:

1. Adding run-time parameters

2. Creating Trend Analysis

In most of the organizations, there are lot of reports available. All the reports are filled with variety of data. Though these reports are useful yet these reports do not provide the information for quickly making decision. By creating dashboard on a single reports, variety of related information can be presented which can be effective in making an informed decision.

After learning this course, you can use FRS to:

1. Build multiple reports in single report

2. Build Charts along with data report

3. Build Dashboard

Finance users require so many reports to meet their reporting needs. Many reports have similar definitions with few changes. You may end up creating many similar reports which takes lot of time. By having the ability to reuse definition of a report, it gives you the power to quickly create similar reports.

After learning this course, you will know how to:

1. Save reports definition as a template

2. Create a new report using the template

Lots of reports are developed in development environment and then those reports needs to be migrated from development to test or production environment.

After learning this course, you will know how to:

1. How to export your FRS reports from your environment

2. Migrate reports from one environment like Development to Test or Production

Generally, there are a list of reports which users generate every month. They have to find each report, submit that report and then print or save the report output. They have to distribute the report output to may stakeholders as well.

FRS books makes the job easier for the users.

After learning this course, you will know how to:

1. Define a Book and add required reports to the book

2. Create a batch for scheduling

3. Schedule a batch

In this chapter, you will learn about Smart View and the benefits you can achieve by using this amazing tool.

Key features of Smart View are:

• Excel based plug-in

• Integrated with Essbase

• Retrieve data from Essbase to Excel

• Expand parent values to see the child segment values

• Drill-down from account values to application to see the journal

• Use Excel formatting on top of Essbase data

• Define multiple sheets of queries and refresh all in one-go

In this chapter, you will learn how to download and install Smart View on your PC for Office.

Once you have downloaded and installed Smart View, next step is to configure it so that it can connect to Essbase application.

In this chapter, you will learn the steps for:

• Configuring Smart View connection

• Accessing and using Smart View Panel

Once you have downloaded and installed Smart View, next step is to configure it so that it can connect to Essbase application.

In this chapter, you will learn the steps for:

• Configuring Smart View connection

• Accessing and using Smart View Panel

Once you have understood how to build basic reports in Smart View, you can start understanding Advance functionality. There are so many options in Smart View which you can start exploring to build amazing reports.

In this chapter, you will learn how to:

• Multiple sheets definition/refresh

• Multiple Currencies

• Accessing FRS reports via Smart View

In this chapter, you will learn how to use SmartView information as a base and build a custom report to present the report output as per your need.

In this chapter, you will learn how to use HSGETVALUE formula of SmartView. By using this formula, you can quickly build specific reports. Every formula line can have it's own dimensions as per your business need.