Data Sources

In FinancialForce XL Plus, you can connect to reports from Salesforce, FinancialForce Reporting, Action Views, or Analytics.

The following conditions apply:

  • You must have permission to view the selected reports in your org.
  • Report names must be unique.
  • FinancialForce Reporting report names must start with letters, not numbers.
  • Salesforce reports must be custom reports held in your personal folder.
  • Salesforce reports must be tabular.
  • You must enable Analytics in your org to use Analytics as a data source.
  • Analytics lenses must be compare table lenses. Other lens types are not available in XL Plus.

For more information, see Connecting to Data Sources.