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AE: Finance Reports Balance Sheet / Comparative Profit and Loss

edited Jun 2, 2025 2:27PM in Search / Reporting 6 comments

Looking at the standard financial reports in NetSuite, it seems that the Balance Sheet (and Trial Balance) show the values in the various accounts at a fixed point in time (e.g. to end of last month), whereas the Comparative Profit and Loss show the values for transactions on the accounts for a set period (e.g. last month).

I have assumed (from looking at the configuration of these reports) that this date / date range is part of the underlying 'type' of report - and I can't have a report that mixes both types of data?

From what I can find online, I can replicate the figures returned on both types of these reports via Saved Searches, but in order to get a value for the account at a fixed point in time (e.g. to end of last month) I have to sum all transactions on that account from the start of NetSuite to the date required.

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