FXL Report Viewer Setup
Prerequisites
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Complete the Salesforce Lightning AppBuilder training before setting up and configuring the FXL Report Viewer for the first time.
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To set up the FXL Report Viewer, you need the following licenses:
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To set up the FXL Report Viewer, you must be using Lightning Experience with FieldFX Back Office.
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To set up the FXL Report Viewer, you need:
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System Administrator permissions
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Basics
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FXL Report Viewer displays the HTML and PDF reports for the active record in FieldFX Back Office when using Lightning Experience.
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Reports displayed in the FXL Report Viewer are live, meaning they are automatically refreshed when data on the underlying record is changed.
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FXL Report Viewer provides immediate confirmation of record updates to Back Office users.
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Optionally, configure custom labels for the FXL Report Viewer Lightning Component.
Setting Up FXL Report Viewer
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Switch to the Lightning Experience
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Access the applicable record page
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Click Save
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If this is the first time the FXL Report Viewer has been set up on the page, activate the configuration of the page as the Org default
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Click Back
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Click Back
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Verify FXL Report Viewer is displaying where you expected.
