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FinancialForce provides Financial Report Builder custom Lightning components that you can add to Lightning pages. You can also customize some of these components. You need to be assigned administrator permissions or equivalent to access and use FinancialForce Lightning components.
Financial Report Builder Lightning Components List
The table below provides a description of each Lightning component available in Financial Report Builder and where it can be added. Components with more than one editable field have a corresponding Lightning Component properties topic linked to them.
|
Component |
Description |
Properties |
|---|---|---|
| Analytics Current Date Period Override | Sets a current date period override to customize the data displayed in your report. The default value for this filter is today's date. | |
| Analytics Data Connector | Required component that displays Financial Report Builder components on a page. | |
| Analytics Debug Logger | Retrieves logs available for download from Financial Report Builder. | |
| Analytics Embedded Dashboards | Embeds Analytics dashboards with Financial Report Builder filters. | Analytics Embedded Dashboards Lightning Component Properties |
| Analytics Report Filter | Adds a filter to customize Financial Report Builder data displayed on a page. | |
| Analytics Report Filter (Record) | Adds a filter to customize Financial Report Builder data displayed on a record page. | |
| Analytics Report Table | Adds a report table to a page. | |
| Analytics Report Table (Record) | Adds a report table to a record page. | |
| Analytics Soft Date Filter | Adds a soft date filter to customize Financial Report Builder data displayed on a page. | |
| Analytics Soft Date Filter (Record) | Adds a soft date filter to customize Financial Report Builder data displayed on a record page. |
Adding Components to a Lightning Page
To add a component to a Lightning page:
- From Setup, navigate to the Lightning App Builder.
- Navigate to the Lightning page that you want to add a component to.
- Click and drag a component on to the relevant part of the Lightning page layout.
- [Optional] Use the options in the component properties to configure the component.
- Save and activate the Lightning page.
For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.