Upgrading to Report Builder Summer 2026

This page describes the changes to make when upgrading to Summer 2026.

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.

If you are upgrading from a version earlier than Spring 2025, check the documentation for previous releases for upgrade details.

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 2026, see New Features and Enhancements in Report Builder Summer 2026.

Apply Subtotal Formatting and Labels to Hidden Single-Row Subtotals

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.

Limit Year to Date Soft Dates to the Current Period Date Override

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.

Retrieve More Report Data and Troubleshoot Missing Rows with Lens Data Details

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Renamed in Summer 2026
Custom Setting API Name Previous Label New Label Further Information
Report Builder Settings fferpcore__ExportDefaultLogoFilename__c Export Default Logo Filename Export Default Logo File Report Builder Settings Fields
fferpcore__ReportColumnLimit__c Report Column Limit Report Measure Column Limit
fferpcore__ReportRowQueryLimit__c Report Row Query Limit Query Row Limit

See Every Measure and Formula Column in Your Multi-Lens Reports

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.

View API Names Alongside Field Labels in Real-Time Configuration

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.

View Download Date and Dataset Refresh Date in Report Exports

Upgrade Steps

No upgrade steps are required to upgrade this feature to Summer 2026.