Relocation of Financial Report Builder to Foundations
From this release, you cannot install Financial Report Builder as an individual package. Instead, the app is contained within the Foundations package. If you have installed Financial Report Builder Spring 2022 or earlier, and want to upgrade to the Summer 2022 version of Financial Report Builder, you must install the Summer 2022 version of Foundations. If you are a new user of Financial Report Builder you only need to install Foundations Summer 2022
Once installed, this release of Financial Report Builder is configured and used as a standalone package, independently of Foundations. For more information on installing Foundations, see
To support the process of migration, a Summer 2022 version of the standalone Financial Report Builder package is available. This package is for migration purposes only and contains a Feature Console step that enables you to migrate the following features and functionality from the standalone Financial Report Builder package to the version of Financial Report Builder held in Foundations:
- Financial Report Builder reports
- Financial Report Builder user permissions. This does not include any customized permission sets for Financial Report Builder.
For more information, see
Table Configuration Tab
We have added a table configuration tab to the table configuration modal. This tab enables you to specify the following options in your report. In previous releases of Financial Report Builder, these options were located at the top of the table configuration modal.
- 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.
- 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.
You can also apply a range of formatting options to change the appearance of the title of your report. For more information, see Formatting Reports.
Lens Configuration Tab
The following changes have been made to the Lens Configuration tab.
- The option to add lenses and calculations is now available using
instead of the Add Lens and Add Calculation buttons. - Lenses and calculations are now deleted using
. - You can display positive values derived from your selected lenses as negative values, and vice-versa, using
. - You can hide rows from display in your report using
. - You can reorder rows in your report using
or 
.
Automatic Pivoting for Soft Dates
From this release, pivoting is automatically applied to the soft date columns displayed in your report if you activate soft dates in the Soft Dates tab.
Period Formats
You can now select the following period formats in the Soft Dates tab:
- Last Period Year to Date
- Last Period Year to Date (Cumulative)
Formula Builder
We have enhanced the user interface available for adding calculation rows in the Measure Columns tab. From this release, after you have added a row in the Measure Column tab, you can open the Formula Builder modal by clicking in the Measure Calculation field. You can enter your own formula, or search for another by clicking 
and choosing a predefined formula.
Date Functions
The following date functions for formulas are now supported for use in Financial Report Builder. For more information on these date functions, see the Salesforce Help.
now()toString(time, format)
Report Formatting
You can now configure the design of your report on a row-by-row basis, using a range of formatting options. For more information, see Formatting Reports. Formatting options can be accessed within the report configuration tabs, or directly from the report layout after you have specified your report configuration options.
Report Layout Formatting
From this release, you can also control the appearance of your report directly from the report table. For more information, see Formatting Reports.
Number Scaling
We have added new options to change the presentation of number scaling in your reports. These options are:
- Thousands (102)
- Millions (1.2)
For more information, see Configuring Formatting in Tables.
Show Grid Options
The default displayed under Show Grid in Table Formatting has been changed to None, from All. For more information, see Configuring Formatting in Tables.
PDF Export Options
We have added the following export options to customize the appearance of reports downloaded in PDF format:
- Exclude Footer. Exclude footer from the exported file.
- Add Table Page Break. Inserts a page break before each new table in your report.
- Wrap Text. Wraps text contained in the exported file. This includes values and column headings.
From this release, details of Analytics filters added to your report are available to view in your downloaded pdfs.
Period Formats
The following period formats have been added to Financial Report Builder and are available via the Soft Dates tab:
- Current Year -2 (Year to Date Cumulative). Indicates the period of time until the current month two years ago. For example, if a user's current month was June 2022, this period would be from the beginning of time until June 2020.
- Current Year -2 (Year to Date). Indicates the period of time that starts at the beginning of two years ago until the same month, two years ago. For example, if we select June 2022, this period would be from January 2020 until June 2020.
Soft Date Zero-Value Rows
The toggle to show or hide any soft date rows with a value of zero in your report has been renamed Show Empty Rows, from Hide Empty Rows.
Repeat Groupings
You can now repeat labels for groupings in your reports, using the 
option in the formatting toolbar in the Lens Configuration tab. You cannot repeat label groupings for formula rows. For more information see Lens Configuration.
Deprecated Features and Functionality
The following features and functionality have been deprecated in this release of Financial Report Builder.
SAQL Lenses Support Deprecation
From this release, SAQL lenses are not supported in Financial Report Builder.
Lightning Components
The following Lightning components have been deprecated in Financial Report Builder. These components have been replaced with identical components in the Summer 2022 release of Foundations. Some of these components have also been renamed, as shown in the table below:
|
Lightning Component |
New Label |
|---|---|
| Analytics Current Date Period Override | N/A |
| Analytics Debug Logger | N/A |
| Analytics Multi-Lens | Analytics Report Table |
| Analytics Record Multi-Lens | Analytics Report Table (Record) |
| Analytics Record Query Filter | Analytics Report Filter (Record) |
| Analytics Query Filter | Analytics Report Filter |
| Analytics Record Soft Date Filter | Analytics Soft Date Filter (Record) |
| Analytics Soft Date Filter | N/A |
| Analytics Data Connector | N/A |
You must review and replace the deprecated Analytics Lightning components on the Financial Report record page with their Summer 2022 replacements if the following conditions apply:
- You have installed any version of Financial Report Builder up to and including Spring 2022, and are upgrading to the Summer 2022 version of Foundations.
- You have modified the default page layouts available in your version of Financial Report Builder, up to and including Spring 2022.
For more information, see Financial Report Builder Lightning Components Overview.
Formatting
The following formatting options are no longer available in Financial Report Builder and, where applicable, have been replaced with new functionality in Summer 2022:
|
Format Option |
Location |
|---|---|
| Highlight |
|
| Show |
|
| Reverse Sign |
|
| Show Above |
|
| Columns Locked | Formatting Configuration page |
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.