Data Requirements

Financial Report Builder (FRB) uses data derived from the Financial Transactions dataset. This dataset is created using either the Financial Statements Analytics or Financial Analytics app template design wizard.

For more information on the Financial Transactions dataset, see Financial Transactions Fields.

For more information on the Financial Balances dataset, see Financial Balances Fields.

Concepts

Tasks

Installing Managed Packages

Preparing to Upgrade

Feature Console Steps to Upgrade to Winter 2023

Upgrading to Financial Report Builder Spring 2023