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The optional Financial Period Reports package adds five report-link fields to each Financial Period record. Each field is a formula field that turns into a clickable hyperlink to a standard Salesforce report, filtered to that period:
  • A/R summary report
  • Deposit summary report
  • Detailed report
  • Revenue summary report
  • Write-off summary report
These give finance staff a one-click jump from a closed period straight to its accounting reports.
fusionCore does not post journal entries and has no debit/credit ledger of its own. A Financial Period organizes and locks the supporting financial data for an accounting timeframe so your general ledger (GL) system can import it. These reports surface that supporting data; they do not create accounting transactions.

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Before You Start

  • The Financial Period Reports package must be installed in your org. It is a separate add-on, not part of the base Commerce package.
  • Each report-link field is read-only and visible only to users who have the Financial Period Reports permission set. Assign it to anyone who needs to see these fields.
  • The five report-link fields ship non-functional. Each field reads a report ID from a Custom Metadata record, and those records ship empty. Until an admin pastes a report ID into each record, the field shows the literal message Missing Report Id in Constant custom metadata record: ... instead of a link.
  • You need access to Setup.

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Set Up or Change a Report

Follow these steps once per report-link field you want to populate or change.
1

Open the Constant Custom Metadata Type

Click the gear icon at the top right of the screen and choose Setup. In the Quick Find box at the top left, type Custom Metadata Types and click the matching result.
Searching for Custom Metadata Types in Setup Quick Find

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Custom Metadata Types list in Setup
2

Manage the Constant records

In the list of Custom Metadata Types, find the Constant type and click Manage Records next to it.
Manage Records link next to the Constant Custom Metadata Type

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3

Find the report Constant you want to update

Find the Constant record that matches the report field you want to populate. There is one record per report-link field. Note which field each record controls before you continue.
Financial Period report Constant records in the Manage Records list

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4

Open the report and copy its ID

Leave Setup open in this tab. In a new tab, open Salesforce and type Reports in the Quick Find search box.
Searching for Reports in Salesforce
Click All Folders.
All Folders view in Reports

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Open the Financial Period Reports folder.
Financial Period Reports folder

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Click the report you want to link.
Selecting a Financial Period report
Copy the report ID from the browser address bar. The ID is the 18-character value in the report URL.
Report ID in the browser address bar
5

Paste the ID into the Constant record

Back in Setup, on the Constant record you identified, click Edit.
Edit button on the Constant record
Paste the report ID into the Text Value field.
Pasting the report ID into the Text Value field
Click Save.
6

Confirm the link on the record

Open a Financial Period record and refresh the page. The report field now shows a working link.
Working report link on a Financial Period record

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Limitations and Common Pitfalls

  • Out of the box, all five fields are non-functional. Every report-Constant record ships with an empty Text Value, so each field shows Missing Report Id in Constant custom metadata record: ... until you paste in a report ID. Repeat the steps above for each of the five fields.
  • The fields are read-only and gated. Users cannot edit the report-link fields, and they are hidden unless the user has the Financial Period Reports permission set.
  • Use the report ID, not the full URL. The Text Value field expects only the 18-character report ID copied from the address bar. Pasting extra URL text will break the link.
  • Refresh to see changes. A populated link does not appear until you refresh the Financial Period record page.