Upgrading to Financial Report Builder Summer 2023

This page describes the changes to make when upgrading to Summer 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 Summer 2023, see New Features and Enhancements in Financial Report Builder Summer 2023.

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.

Release Content

Upgrade Steps

If you are upgrading from a previous version, see Upgrading to In-App Guidance Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Financial Report Builder Actions

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Lightning Component Description Further Information
Financial Report Builder Actions Enables you to save and export Financial Report Builder reports from outside a Financial Report Builder record page.

Real-Time Reporting Enhancements

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Report Definition Import and Export Enhancements

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Button Description Further Information
Download JSON File Downloads a report definition file in JSON format. Sharing Reports
Tab Description Further Information
Import Imports report definition files in CSV or JSON file format. Sharing Reports
Export Exports report definition files in CSV or JSON file format.

Hiding Single Rows Subtotals

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Option Description Further Information
Hides subtotal rows from display in your report if they are single rows. Formatting Reports

Soft Date Financial Calendar Enhancement

Upgrade Steps

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

Action Further Information
Install the Summer 2023 release of Business Analytics or Financial Statements and create the Financial Analytics or Financial Statements app to create the required datasets containing the FRB Adjusted Year-End Balance field. Creating an App from the Financial Analytics Template

Included in this Feature in Summer 2023

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

Field

Description

More Information
FRB Adjusted Year-End Balance field Enables you to view accurate opening and net balances for closed years. Configuring Soft Dates

Formatting Enhancements

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Option Description More Information
Row multi-select checkbox Applies formatting to multiple rows in your report. Formatting Reports

Resizing Table Height

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Option Description Further Information
Resize Table Height Drag your table upwards to reduce its height, or downwards to increase it. Configuring Formatting in Tables

Freezing Columns

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Options added in Summer 2023

Option Description Further Information
Freeze Columns Freeze columns in your table, allowing you to easily compare data without scrolling backwards and forwards. Configuring Formatting in Tables

Suppressing Row Calculations

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

For more information, see Configuring Formatting in Tables.

Included in this Feature in Summer 2023

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

Buttons added in Summer 2023

Button Description Further Information
Suppress row calculations for certain measure columns that do not require these calculations. Configuring Financial Report Tables

Selecting Currency Symbols

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Options added in Summer 2023

Option Description Further Information
Selecting Currency Symbols

Select a currency symbol for the number formatting in your measure columns. The options to choose from are the following:

  • None
  • Apply to All
  • Apply to Totals and Subtotals
 Configuring Financial Report Tables

Merging Columns

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Options added in Summer 2023

Option Description Further Information
Merge Left

Select the column you want to merge, right-click, and select Merge Left.

 New Features and Enhancements in Financial Report Builder Summer 2023
Merge Right Select the column you want to merge, right-click, and select Merge Right.

Improved Useability

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Buttons added in Summer 2023

Button Description Further Information
Opens the Help in a new tab, displaying an explanatory topic that covers the functionality of each icon. New Features and Enhancements in Financial Report Builder Summer 2023

Emailing XLSX Files

Upgrade Steps

No further steps are required to upgrade this feature to Summer 2023.

Included in this Feature in Summer 2023

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

Options added in Summer 2023

Option Description Further Information
Email XLSX Files

Select XLSX when exporting a report, and enter email details to email XLSX files.

 New Features and Enhancements in Financial Report Builder Summer 2023

Release Content

Upgrade Steps

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

Upgrade Steps for Summer 2023
Action Further Information
Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Included in This Feature

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

Financial Report Builder In-App Guidance Deprecated in Summer 2023
Name App Tab Type Active Created
Getting Started with Financial Report Builder Financial Report Builder Reports (List) Docked No Spring 2021