NetSuite Admin Tip: Defining Report Fields

Challenge: Users are requesting reports instead of creating their own, because they wrestle with determining what information the report should contain.

Tip: NetSuite offers multiple types of reports. Standard reports address common use cases such as financial statements. These reports can be customzed to the extent of a Saved Search.

For example, if a user in your finance team needs to add an extra column in an income statement, you as an Administrator can easily teach them how. Simply click the "Customize" buton on the report and hover over the fields from the "Add Fields" pane to see which record the field is located in. This in turn tells them what the field is used for. It can also help you teach your users how to be moe self-suficient when creating reports.