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Financial Reports: View for a Specific Period

edited Jun 2, 2025 2:22PM in Ask A Guru 2 comments

Financial Reports in NetSuite are viewed normally at the end of a specific period. The period drop-down in these Reports can be selected on a monthly basis.

However, there are instances where the users wanted to know the details of their Report for a specific date.

Did you know that NetSuite actually has a Preference that will enable the users to view their Financial Reports at a specified date?

This preference can be found under Home > Set Preferences > Analytics Tab > Report by Period = Never.

Once this Preference is set to Never, users may now select a specific date in the Report.

Camille Cagalingan-Oracle | Ask a Guru

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