New Features and Enhancements in Financial Report Builder Winter 2023

The following new features have been introduced in the Winter 2023 release of Financial Report Builder.

If you are upgrading from a previous version, see Upgrading to Financial Report Builder Winter 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Performance Enhancements

To enhance the performance of Financial Report Builder, we have restricted the number of predefined calculations displayed as available to the first 25 columns of a pivoted table when added to report.

Group Field

We have added the Group field to the Financial Report object. This field enables you to group reports in a list view according to your specified criteria.

PDF Formatting Enhancements

From this release, you can insert a page break in your exported file. The following options are available:

  • Table page break. This inserts a page break between every table in your report.
  • Filter page break. This inserts a section that aggregates all the filters applied to your report at the top of your PDF file.
  • Table and filter page break. This inserts a age break between every table in your report, and inserts a page break between all the filters aggregated at the top of your report.

Text and Row Color Formatting

Following our introduction of measure formatting, we have introduced an order of precedence for controlling color and text formatting when measures and subtotals intersect in your reports.

Any formatting applied to subtotals is now always initially followed. If no formatting options are specified for subtotals then any formatting specified for measure columns is applied.

Row formatting is now only applied after measure column formatting has been applied.

On the Measure Column and Subtotal tab toolbars, we have added the following default options for font and font size. These options return the font to the default of Arial, and the size to the default of ten.

Default text options.

We have also added the option of to clear any color selections specified for text background color in the Measure Column and Subtotal tab toolbars.

Number Formatting

You can now apply a range of number formatting options to control the presentation of numbers in your reports, such as number scaling, decimal precision, and currency symbols. For more information see Formatting Measure Column Numbers.

Saving Reports

Clicking Save from your report layout now additionally saves any changes made to your filter configurations. Previously, filter configurations were saved separately.

Number Scaling and Decimal Precision

These formatting options are no longer accessed by clicking to enter the formatting configuration modal. They are now located in the Measure Columns tab.

Measure Columns Tab

The Measure Columns tab now contains a summary of all the measure columns contained in your report in the Measure Columns table. You can view details of a measure column's API name, alias, custom label, and number format. You can also apply a range of text formatting options to individual measure columns. You can also pivot and apply calculations to the data displayed in your report in the Measure Calculation Columns table.

You cannot edit measure columns listed in the Measure Columns table. You can edit measure columns in the following locations in Financial Report Builder:

  • The Lens Configuration tab.
  • Pivoting applied to dimensions. For example, pivoting by the dimension Company creates a series of measure columns.
  • The Soft Dates tab. For example, applying one or more soft date options in the Soft Dates tab creates a series of measure columns.

Measure Columns Formatting Enhancements

The following text alignment options are now available in the formatting toolbar in the Measure Columns tab to adjust the horizontal alignment of the text displayed in your report cells:

  • Center
  • Left
  • Right

Analytics Embedded Dashboard

You can now embed Analytics dashboards with Financial Report Builder filters in Lightning pages with the Analytics Embedded Dashboard component. For more information, see Analytics Embedded Dashboards Lightning Component Properties.

Sharing Reports

You can now download and share the configuration set for one or more reports in CSV file format via the Share Report Definitions tab. You can upload these configuration details to other orgs. enabling you to replicate the functionality of the original reports. For more information, see Sharing Reports.

The new permission set FRB - Share Reports is required to share reports from the Share Report Definitions tab.

Measure Columns Custom Labels

If you have applied pivoting in your report via the Table Configuration tab, or added a period format in the Soft Dates tab that aggregates multiple time periods, these columns are now displayed in your Measure Columns tab, and you can apply a custom label to each of them.

For example, if you select the periods format Current Year (Periods), each period for which you have data is displayed in the Measure Columns table, and you can now specify a custom label for each measure column, if required.

Subtotal Percentage Variance Calculations

You can now view values for percentage variance calculations when they these are performed on subtotals in your reports.

Formula Builder Improvements

We have redesigned the Formula Builder to make it easier to review and apply predefined calculations to measures in your reports. For more information, see Adding Calculations to Reports.

Billing Contracts Subledger Report Type

In Summer 2022, we introduced the assets required for creating the Billing Contracts Subledger report in Financial Analytics. Using the provided assets, you were able to create the report as a custom report in Financial Report Builder. In Winter 2023, we have streamlined the process by adding "Billing Contracts Subledger" as a report type in Financial Report Builder. This reduces the number of manual steps required for configuring the report. For more information, see Setting up the Billing Contract Subledger Report.

Introducing FinancialForce Trailhead: Release Highlights

In this release, we have introduced a release highlights Trailhead module to guide you through our products and help you to make the most of each functionality and upgrade.

For more information, see ERP Cloud - Winter 2023 Release Highlights.

Fixes

Fixes are listed on the Known Issues page of the FinancialForce Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Financial Report Builder, see the relevant section of the Known Issues page.