Upgrading to Financial Report Builder Summer 2022

This section describes changes required for the following features when upgrading to Summer 2022:

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your organization.

See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Summer 2022, see in the Financial Report Builder Help or "What's New in Financial Report Builder Summer 2022" available from the FinancialForce Community.

Relocation of Financial Report Builder to Foundations

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022

Action

Further Information
Upgrade Foundations to the Summer 2022 release.  Installing Managed Packages in the Foundations Help.
Install the enclosed Financial Report Builder app. Preparing to Upgrade
Install the Summer 2022 standalone Financial Report Builder package. Preparing to Upgrade
Assign the Financial Report Builder permission set (frb_FinancialReportBuilder) to your required users. Licensing and Permissions
Migrate reports and permissions. Migrating Financial Report Builder Reports for Summer 2022

Table Configuration Tab

Upgrade Steps

To upgrade this feature to Summer 2022, take the following action.

Upgrade steps for Summer 2022

Action

Further Information
Upgrade Financial Report Builder to the Summer 2022 release.

Installing Managed Packages

Included in this Feature in Summer 2022

This section details the assets that have been added or changed in this release.

Options added in Summer 2022

Option

Description

Further Information
Pivot Table
  • Select this option to organize the data displayed in your report columns. For example, if you pivot on the “Company” dimension, a column is displayed for each company in your report.
    		•  Configuring Financial Report Tables
    Table Name Specify a name for the table displayed in your report.
    Dataset Select the dataset you want to use as the source of data for your report.

    Lens Configuration Tab

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Buttons added in Summer 2022

    Button

    Description

    Further Information
    Adds lenses and calculations to your report. Configuring Financial Report Tables
    Deletes lenses and calculations added to your report.
    Displays positive values derived from your selected lenses as negative values, and vice-versa.
    Hides rows from display in your report.
    or Reorders rows in your report.

    Automatic Pivoting for Soft Dates

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Period Formats

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Period formats added in Summer 2022

    Period Format

    Further Information
    Last Period Year to Date Configuring Financial Report Tables
    Last Period Year to Date (Cumulative)

    Formula Builder

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Modals added in Summer 2022

    Modal

    Description

    Further Information
    Formula Builder Enables you to write or add a predefined formula.

    Configuring Financial Report Tables

    Adding Calculations to Reports

    Buttons added in Summer 2022

    Button

    Description

    Further Information
    Enables you to search for a predefined calculation. Configuring Financial Report Tables

    Adding Calculations to Reports

    Date Functions

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Date Functions

    Date Function

    Further Information
    now() Adding Calculations to Reports
    toString(time, format)

    Report Formatting

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Formatting Options

    Option

    Description

    Further Information
    Defines the font face for the text in your selected row. Formatting Reports
    Defines the font size for the text in your selected row.
    Applies or removes bold formatting to the text in your selected row.
    Applies or removes italic formatting to the text in your selected row.
    Defines the text color in your selected row.
    Defines the background color for the text in your selected row.
    Defines the spacing between lines of text in your selected row.
    Applies or removes underlining to the text in your selected row, and defines the underline color.
    Applies or removes overlining to the text in your selected row, and defines the overline color.
    Repeats the label for a selected grouping in your report.

    Report Layout Formatting

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Report Layout Formatting Options

    Option

    Description

    Further Information
    Displays a list of all the columns added to your report. Formatting Reports
    Moves your selected column one column left.
    Moves your selected column one column right.
    Hides your selected column from display.
    Saves changes applied to the presentation of your report layout.

    Number Scaling

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Number Scaling

    Number Scale

    Further Information
    Thousands (102) Configuring Formatting in Tables
    Millions (1.2)

    Show Grid Options

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Grid Options

    Grid Option

    Further Information
    Default option set to None Configuring Formatting in Tables

    PDF Export Options

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    PDF Export Options

    PDF Export Option

    Further Information
    Exclude Footer Exporting Reports and Statements
    Add Table Page Break
    Wrap Text

    Period Formats

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Period Formats

    Period Format

    Further Information
    Current Year -2 (Year to Date, Cumulative) Configuring Financial Report Tables
    Current Year -2 (Year to Date)

    Repeat Groupings

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Included in this Feature in Summer 2022

    This section details the assets that have been added or changed in this release.

    Buttons

    Button

    Further Information
    Formatting Reports

    Deprecated Features

    Lightning Components

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    Replace deprecated Lightning components with updated Lightning components Financial Report Builder Lightning Components Overview

    Formatting

    To upgrade this feature to Summer 2022, take the following action.

    Upgrade steps for Summer 2022

    Action

    Further Information
    Upgrade Financial Report Builder to the Summer 2022 release.

    Installing Managed Packages

    If you have used the Highlight checkbox to highlight rows in your reports created in versions of Financial Report Builder prior to Summer 2022, these rows have the following formatting applied after upgrading to this release:

    • Bold
    • Highlighted in gray.
    		 Configuring Formatting in Tables