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ArticlesBite Size Analytics: How to Build an Income Statement with Report Builder

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Bite Size Analytics: How to Build an Income Statement with Report Builder

A recording is available that demonstrates how to build an Income Statement from scratch using the Financial Report Builder (FRB). This resource supplements existing learning materials such as documentation and tutorials. The functionality shown is based on the Fall 2021 release. Newer releases include additional features.

  • Jun 3, 2024
  • Knowledge

Title
Bite Size Analytics: How to Build an Income Statement with Report Builder
URL Name
Bite-Size-Analytics-How-to-Build-an-Income-Statement-with-Report-Builder
Summary
A recording is available that demonstrates how to build an Income Statement from scratch using the Financial Report Builder (FRB). This resource supplements existing learning materials such as documentation and tutorials. The functionality shown is based on the Fall 2021 release. Newer releases include additional features.

Objective

To help you build your knowledge further with this tool I've put together a recording of how to build an Income Statement with FRB entirely from scratch.

Product Area
Report Builder
Release Version
Environment

Fall 2021 version

Procedure

We have lots of materials available to help you get started with the Financial Report Builder (FRB) tool that was released in Spring 21 and enhanced further in other releases. There are some items in the learning path, documentation and tutorials. Some of you may have also been involved with some hands-on training in the Ready to Launch Fall 21 event. This involves the creation of all the necessary lenses and should give you the knowledge you need to build a statement to your liking. You could even follow along with your own data. The functionality shown relates to the Fall 21 release (October 2021) so there is now lots more functionality, including real-time data and formatting in the latest releases.

Additional Notes

For any feedback or requests for future Bite Size Analytics, post in the Reporting Chatter group.

 
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Knowledge:Bite Size Analytics: How to Build an Income Statement with Report Builder