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.
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.