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 Output Fields.

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

Concepts

Upgrading Financial Report Builder

Tasks

Installing Managed Packages

Preparing to Upgrade

Upgrading to Financial Report Builder Summer 2023