Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more

NetSuite Admin Tips | How to Pull Source Transaction and Date Billed on Revenue Elements?

edited Jun 2, 2025 2:34PM in NetSuite Admin Corner

Users customize their reports to align with their business needs and reporting purposes. There are instances when some users want to customize their deferred revenue waterfall report to pull out other necessary information such as the document number and the date when the Invoice was billed. However, this is not currently possible on the said report.


As an alternate solution, users can create a Revenue Element Saved Search instead:

  1. Navigate to Reports > Saved Searches > All Saved Searches > New
  2. Select Revenue Element
  3. Under Criteria tab, add the following:

    • Source Transaction Fields..

      • Source Transaction Filter = Type: any of Invoice
  4. Under Results tab, add the following:

Clarisa De Torres | Ask a Guru

nsc-merchandise-program-signature.gif

The Support Community is your launchpad for learning, sharing, and earning exclusive rewards. Every contribution you make helps others and brings you closer to our official Oracle merchandise.

Learn more and join in the fun:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 4 (Oct-Dec 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders