FR Menu Commands

Sage 300 ERP

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FR Menu Commands

When you use the Statement Designer to open a Microsoft Excel worksheet, an Add-Ins tab appears on the Excel ribbon. On this tab, the FR menu displays commands you can use to create and edit financial reports and specifications.

FR Menu Commands
Command Description Notes
FR Clear

Clears the report range from a previously generated financial statement.
  • You usually use FR Clear before saving a final version of a specification after developing and testing it.
  • You do not need to use FR Clear before using FR View to generate a report. However, by clearing the report range first, you save a smaller spreadsheet and one that will take less time to load whenever you print the financial report.
FR Drilldown Drill down to transactions after generating a financial statement that contains formulas for transactions. For more information, see About FR Drilldown.
FR Help View help for the Financial Statement Designer.  
FR Options Specify whether the opening budget or opening quantity for an account on a financial statement should be carried forward from the previous year.
  • Use Budget Opening Balance. Select this option to display the budget amount carried forward from the previous year.
  • Use Quantity Opening Balance. Select this option to display quantities carried forward for accounts that use the Maintain Quantities option.

Note: If you change a selection, run FR View to update your report.

FR Paste Inserts Financial Reporter functions, account numbers, and selection criteria. For more information, see About FR Paste and Using FR Paste to Insert Information in Financial Reports.
FR View

Opens the G/L Financial Statement Designer screen, which you use to generate financial statements from report specifications.

 For more information, see G/L Statement Designer.

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