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How to Convert FRx Reports to Sage 100 Intelligence Reporting

Now that support for FRx has officially ended, it's time to start thinking about converting those reports and settings to Sage 100 ERP Intelligence Reporting. Here are some guides, videos, and resources that will help the process along.

Using the Report Designer Add-in

Using Microsoft Excel, the Report Designer Add-in simplifies the entire conversion process by allowing you to map to the FRx building blocks (Rows, Columns, and Reporting Trees), convert your report layouts, add formulas, and save the designs as new Sage Intelligence reports.

As an enhancement for the basic Report Designer, the Report Designer Add-in not only simplifies FRx report conversion, it also provides extended design controls that are ideal for companies with highly complex or customized reporting requirements that change often or on-the-fly.

By breaking down a report into configurable and reusable building blocks, the Report Designer Add-in provides maximum flexibility for customers that want to design reports, from the ground up, to exact specifications.

Download Report Designer Add-in FAQs for details >>

FRx Conversion Guide

FRx ConversionA comprehensive guide is available to walk you through the conversion process using the Report Designer Add-in.  This 57-page document provides screenshots, detailed instructions, and step-by-step examples.

[jbutton color="black" size="medium" link="http://bit.ly/196opKi"]Download Conversion Guide ..[/jbutton]

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System Requirements

Before you can use the Report Design Add-in to convert FRx reports, your system must have the following components installed/updated:

  • FRx Version 6.7, Service Pack 11
  • Sage 100 ERP Version 4.5 or Later
  • Sage Intelligence Report Manager, Report Designer, and Report Designer Add-in (and the optional Connector module for multi-company consolidations)
  • Microsoft Excel 2007 or 2010 32 Bit

Getting Help

Contact RKL eSolutionsIf you aren't completely familiar with the underlying components like FRx, Sage 100 Intelligence, or Microsoft Excel, this conversion process can be tricky. So please be sure to contact us if you need any guidance.

Christine Kuhn

Written by Christine Kuhn

Christine is a Senior Solution Architect on our Sage 100 team. She provides consulting, support, and upgrades for Sage 100 and associated third party programs. Christine lives in Massachusetts and has been working with Sage products since 1999.