Upgrading to Report Builder Summer 2024

This page describes the changes to make when upgrading to Summer 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 Summer 2024, see New Features and Enhancements in Report Builder Summer 2024.

Financial Report Builder is now Report Builder

Upgrade Steps

No upgrade steps are required for the name change. Most labels are automatically updated.

Included in This Feature

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

Report Builder

Objects

Object Label Changes

API Name	Original Label	New Label	Further Information
fferpcore__frb_Financial_Report__c	Financial Report	xRB Report	About Report Builder
fferpcore__frb_Reporting_Component_Configuration__c	Reporting Component Configuration	xRB Report Component Configuration	Report Builder Lightning Components Overview
fferpcore__frb_Setting__c	Financial Report Builder Settings	Report Builder Settings	Configuring Report Builder

Tabs

Tab Label Changes

API Name	Original Label	New Label	Further Information
fferpcore__frb_Reporting_Component_Configuration__c	Reporting Component Configurations	xRB Report Component Configurations	Report Builder Lightning Components Overview
fferpcore__frb_Export_Import_Reports	Share Report Definitions	Share xRB Report Definitions	Sharing Reports

Lightning Pages

Lightning Page Label Changes

API Name	Original Label	New Label
fferpcore__Financial_Report_Record_Page	Financial Report Record Page	xRB Report Record Page

Lightning Components

Lightning Component Label Changes

API Name	Original Label	New Label
fferpcore:frb_boardPackFilters	Analytics Board Pack Filters	xRB Board Pack Filters
fferpcore:frb_debugLogger	Analytics Debug Logger	xRB Debug Logger
fferpcore:frb_exportReports	Analytics Download Report Definitions	xRB Download Report Definitions
fferpcore:frb_queryFilter	Analytics Report Filter	xRB Report Filter
fferpcore:frb_queryFilterRecord	Analytics Report Filter (Record)	xRB Report Filter (Record)
fferpcore:frb_shareReports	Analytics Share Report Conditions	xRB Share Report Conditions
fferpcore:frb_softDateFilter	Analytics Soft Date Filter	xRB Soft Date Filter
fferpcore:frb_softDateFilterRecord	Analytics Soft Date Filter (Record)	xRB Soft Date Filter (Record)
fferpcore:frb_actionsToolbar	Financial Report Builder Actions	xRB Actions

Permission Sets

Permission Set Label Changes

API Name	Original Label	New Label
fferpcore__frb_ExportImport	FRB - Share Reports	xRB - Share Reports
fferpcore__frb_FinancialReportBuilder	Financial Report Builder	xRB - Create Reports

Soft Dates and Report Table Enhancements

Refresh Button within Report Table

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Buttons Added in Summer 2024

Button	Description	Further Information
Refresh	Refreshes the table component in your report when using real-time data.	Real-Time Reporting

Dynamic Soft Dates

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Period Formats Added in Summer 2024

Period Format	Further Information
Current Year (Periods)	Soft Date Period Formats
Current Year (Periods, Cumulative)
Current Year (Rolling Periods)
Current Year (Rolling Periods, Cumulative)
Current Year (Quarters)
Current Year (Quarters, Cumulative)
Current Year (Rolling Quarters)
Current Year (Rolling Quarters, Cumulative)

Customizable Soft Dates

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Filtering Enhancements

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2024.

Included in This Feature

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

Components Added in Summer 2024

Component	Object	Further Information
Record Page Filter	Analytics Report Table (Record)	Record-Based Filtering