ArticlesBite Size Analytics: xRB Financials Report Pack

• Spring 23 and up

• Documentation for the Winter ’23 or earlier versions can be found here

To provide feedback or requests for future Bite Size Analytics feel free to email the author directly at mbyrne@certinia.com or post in the Reporting community Group.

Before importing the File

Before you import the file it is important to have Analytics setup in your environment. Speak to services or follow the documentation on how to implement.

Downloading the File

Below you will find links to the report packs, for different FRB versions. Note, there are 3 versions of the same reports, based on currencies. If you are a ‘one-currency’ organization, we recommend you use the Dual files. Otherwise, you need both Dual and Home. Reporting is for a second consolidation currency and rarely used.

• You can find all the details of the xRB Winter 24 reports including links to the report packs here
• You can find all of the details of the FRB Spring 23 and Summer 23 reports, including links to the report packs here 
• You can download the list of reports for FRB Spring 22 here

You can download the list of reports for Foundations Summer 22 below:

• Dual Currency CSV
• Home Currency CSV
• Reporting Currency CSV

Certinia’s Report Builder tool, xRB (Extended Report Builder) enables users to easily build formatted, statement-style reports. This tool has evolved over time and allows you to build and export many different types of reports. 

Report Packs

To complement xRB, we have created predefined reports, Report Packs, for use as a starting point in your environments. These reports can be customized and used as needed. Technically, the Report Packs are different for each version of xRB. 

Financial Reporting Report Packs

Regardless of which version of xRB you currently have, we recommend you review the Winter ’24 report pack documentation as it provides some basic considerations about xRB, your reporting requirements and how they relate to Chart of Accounts, dimensions, and Accounting setup.