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Converting Report Writer Reports for the FPS Function Manager

You can convert reports created in the Report Writer tool from within Financial Performance Suite (FPS) to use formulas that work with the FPS Function Manager Excel® add-in.

  1. Select Reporting > Create Reports from the menu in FPS.
    The Standard tab is selected by default.
  2. Expand the Report Writer category.
  3. Select the previously saved report that you want to convert.
    When you select a report, the parameters that apply to the report also appear.
  4. Select the specific parameters that you want to use with the report.
  5. Select Excel with Add-in Formulas as the Report File Type.
  6. Select Generate to create and download the report.

Open the downloaded report in Excel®, and modify the report as needed using the FPS Function Manager add-in.

Note Graphs are converted as images in the add-in. You must recreate graphs using the Excel® graphing tools.