Migrating Financial Report Builder Reports for Summer 2022
This Feature Console page enables you to migrate the following assets from the Summer 2022 standalone Financial Report Builder package to the version of Financial Report Builder added to the Summer 2022 Foundations release:
- Permissions. This maps any permissions assigned to users from the standalone Financial Report Builder app to the Foundations Financial Report Builder app. For example, user A is assigned permission set B in the standalone Financial Report Builder app. After this Feature Console step is completed, user A now has identical permissions assigned to them in the Foundations Financial Report Builder app.
- Reports. Migrates reports created in the standalone Financial Report Builder app to the Foundations Financial Report Builder app.
The following conditions apply when migrating these assets:
- You cannot access the standalone Financial Report Builder package after completing this Feature Console step.
- If you have customized the Financial Report object in your org then these customizations are not transferred to the Foundations Financial Report Builder app.
- All predefined report types in the standalone version of Financial Report Builder are mapped to General during the migration process. For example, a report of type Income Statement would be displayed as a report of type General after the mapping process is completed. If you want to filter your migrated reports by type after the mapping process is complete, you must manually reset your report type to its pre-migration type.
- If you have modified page layouts used by Financial Report Builder in the standalone app, then you must manually recreate these page layout changes in the Foundations version of Financial Report Builder.
- If you are using permission set groups to control access to Financial Report Builder objects and fields, then you must manually transfer any permissions from the standalone Financial Report Builder app to the Foundations version of the app.
For instructions on how to enable these features, see