FR xinstructionsforusers

							I:\FRx & reporting services\FRx instructions for users.doc


ACCESSING FRx
To see FRx reports:
    Open the MyClackamas portal
    In the upper left corner, click “Applications”, then “FRx”

WHO TO CALL
For help in interpreting FRx reports, call Chris Robuck, Laura Zentner, or Carolyn Arita
in Business Services. For technical help in accessing FRx, call Carolyn Arita.

WHAT IS FRx
FRx is a report writer for financial information. Information from Datatel is exported
nightly to a database that FRx uses. Cougartrax and the GLBR/GLBT selections in
Datatel access information in Datatel directly. Reports from FRx will differ from
Cougartrax and GLBR/GLBT if information has been recorded during the one-day delay
in FRx. FRx gives us the ability to format financial information in ways that are easier to
use and interpret than what you see using Cougartrax or the GLBR/GLBT selections in
Datatel.

USING FRx
When you access FRx, the first screen you see should look like this. (If not, please call
Carolyn Arita – you may need to disable pop-up blockers or have Java loaded on your
computer.)
I:\FRx & reporting services\FRx instructions for users.doc


In this display, reports with fund number and name are for 2009-10. The folders “07-08”
and “08-09” contain reports for prior years.

Click the box to the left of the fund you want to see. A line will appear with a drill in
front of it. In the example below, click the highlighted text to open up the Fee Fund.
I:\FRx & reporting services\FRx instructions for users.doc


The next screen will look like this:




On the left are the various levels of summarization. On the right side is the report itself.
Select the appropriate department, and the report displayed on the right will change to
display the financial statement for the chose department.
I:\FRx & reporting services\FRx instructions for users.doc


DRILLDOWN AND PRINTING

A sample report appears below.




The items underlined are the items that you can drilldown on. Click underlined items to
see the details.
I:\FRx & reporting services\FRx instructions for users.doc


Printing FRX reports

All reports will have a link at the top left hand corner the says “Click here for printer
friendly version”. This link will allow you to print all or part of the reports. The link will
take you to the screen below.




Report type
    Financial Report prints a summary. Leave this checked if you want to print a
       report similar to the sample shown above.
    Detail (Supporting) Report – Account Detail will print all of the accounts that
       comprise a single line on the Financial Report.
    Detail (Supporting) Report – Transaction Detail will print all of the individual
       invoices, cash receipts, journal entries and other transactions that comprise each
       of the accounts.

Report Range
Report Range will determine whether you print just what you see on the screen (Current
Selection), the full report for the unit you are viewing (Current Reporting Unit), or the
full report for all units (Entire Tree).

Report Form
Most reports will display better in a Landscape format.