Financial Report Builder Upgrade Overview

Before starting the upgrade process, we recommend you review the list of new features brought by the new version of the Financial Report Builder. For more information, see the New Features and Enhancements topic in the Business Analytics Help.

Upgrading from Financial Statements to Financial Report Builder

From Summer 2021 Financial Statements is being replaced by Financial Report Builder. Depending on your current org configuration you might need to request the installation of another package by raising a case with FinancialForce Support.

If you are upgrading to Financial Report Builder from Financial Statements, we recommend that you clone any lenses derived from Financial Statements that you want to retain prior to upgrading.

The upgrade steps described here apply to upgrades of Financial Report Builder only. For information regarding the impact of upgrading the Business Analytics assets required to use Financial Report Builder, see the "Upgrading Business Analytics" guide in the documentation section of the FinancialForce Community.

Upgrading from Financial Report Builder Spring 2021 to Summer 2021

If you are upgrading from the Spring 2021 release of Financial Report Builder to the Summer 2021 release, we recommend you follow the steps described in Upgrading Financial Report Builder .