Discussions
NSC | Financial Report by Date
Scenario
User wants to give a user the ability to display financial reports like the Trial Balance by a specific date range instead of by period.
Solution
The report's period by date in NetSuite can be customized by users via Home > Set Preferences > Analytics tab > Report by Period field.
To customize Financial Reports by specific date instead of accounting period:
- Navigate to Home > Set Preferences
- Click the Analytics tab
- Report by Period: Select Never
- Click Save
Note: This is a user preference and can be changed any time as preferred.
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Clarisa De Torres | Ask a Guru
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