Upgrading to Financial Report Builder Spring 2023

This page describes the changes to make when upgrading to Spring 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2023, see New Features and Enhancements in Financial Report Builder Spring 2023.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

• The publisher name has been updated to Certinia
• Package names no longer reference FinancialForce
• In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Certinia Trailhead: Release Highlights

If you want to learn more about the new features in this release, see the ERP Cloud - Spring 2023 Release Highlights Certinia Trailhead module. This module will guide you through the new features in our ERP Cloud products.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.

Column Repositioning Enhancement

Upgrade Steps

To upgrade this feature to Spring 2023, take the following action.

Upgrade steps for Spring 2023

Action	Further Information
Upgrade Foundations to the Spring 2023 release.	Installing Managed Packages

Saving the Current Period Date Override

Upgrade Steps

To upgrade this feature to Spring 2023, take the following action.

Upgrade steps for Spring 2023

Action	Further Information
Upgrade Foundations to the Spring 2023 release.	Installing Managed Packages

Included in this Feature

This section details the items that have been added in this release.

Buttons

Buttons Added in Spring 2023

Button	Description	Further Information
	Saves the date specified for your Current Period Date Override filter and applies this as your current period date override when you add this filter to subsequent reports.	Configuring Filters in Financial Reports

Real-Time Reporting

Upgrade Steps

To upgrade this feature to Spring 2023, take the following action.

Upgrade steps for Spring 2023

Action	Further Information
Upgrade Foundations to the Spring 2023 release.	Installing Managed Packages

Included in this Feature

This section details the items that have been added in this release.

Tabs

Tabs Added in Spring 2023

Tab	Description	Further Information
Real-Time Data Configuration	Contains the following configuration options: Query. The source specified for your real-time data. By default, this is Transactions. Real-Time Data Position. Specifies the position of your real-time data in your report. Show Dataflow Refresh Date. Select whether to display the last time the dataflow supplying your Analytics data was refreshed in your report layout. Formatting toolbar. You can apply a range of formatting options to differentiate between the two sources of data in your report. For more information, see Formatting Reports.	Real-Time Reporting Formatting Reports

Percentage Formatting

Upgrade Steps

To upgrade this feature to Spring 2023, take the following action.

Upgrade steps for Spring 2023

Action	Further Information
Upgrade Foundations to the Spring 2023 release.	Installing Managed Packages
Remove any instances of the function &'%' used to add a percentage suffix to your measure calculation columns, and use in the formatting toolbar to replace these a percentage symbols. From Spring 2023, the function &'%' is not supported in Financial Report Builder.	Preparing to Upgrade

Included in this Feature

This section details the items that have been added in this release.

Buttons

Buttons Added in Spring 2023

Button	Description	Further Information
	Adds a percentage symbol to indicate percentage values displayed in calculated rows in your reports.	Formatting Reports

Scale to Fit

Upgrade Steps

To upgrade this feature to Spring 2023, take the following action.

Upgrade steps for Spring 2023

Action	Further Information
Upgrade Foundations to the Spring 2023 release.	Installing Managed Packages

Included in this Feature

This section details the items that have been added in this release.

Export Options

Export Options Added in Spring 2023

Button	Description	Further Information
Scale to Fit	Select whether to scale your report table to fit your selected page orientation. This setting is enabled by default.	Exporting Reports and Statements

Configuring Reports to Open in Accounting

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.