Upgrading to Financial Report Builder Winter 2024

This page describes the changes to make when upgrading to Winter 2024.

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 Winter 2024, see New Features and Enhancements in Financial Report Builder Winter 2024.

Dependencies on Other Packages

This release of Financial Report Builder requires the following package to be installed:

  • Foundations Summer 2023

You must install this package before installing or upgrading to this release of Financial Report Builder.

You need Analytics to supply datasets. It is possible to use Financial Report Builder with any package. However, for producing statutory financial reports, we recommend using Accounting.

Sorting Columns

Upgrade Steps

No further steps are required to upgrade this feature to Winter 2024.

Included in this Feature in Winter 2024

This section details the assets that have been added or changed in this release.

Options added in Winter 2024

Option Description Further Information
Sort Columns

Sort single columns by clicking your column header.

 Configuring Formatting in Tables

Edit Access for Configuring Reports

Upgrade Steps

No further steps are required to upgrade this feature to Winter 2024.

Included in this Feature in Winter 2024

This section details the assets that have been added or changed in this release.

Edit Access for Configuring Filters

Upgrade Steps

No further steps are required to upgrade this feature to Winter 2024.

Included in this Feature in Winter 2024

This section details the assets that have been added or changed in this release.

Dragging and Dropping Multiple Rows

Upgrade Steps

No further steps are required to upgrade this feature to Winter 2024.

Included in this Feature in Winter 2024

This section details the assets that have been added or changed in this release.

Configuring Board Packs

Upgrade Steps

Action Further Information
Add the Financial Report Builder Pack button to your Financial Reports list view.

Included in this Feature in Winter 2024

This section details the assets that have been added or changed in this release.