Check out Oracle NetSuite upcoming events and conferences here
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.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Community Poll: What sort of content would you like to see more of?

NSC | How to customize Billing and Revenue Summary to show Source Type filter?

edited May 28, 2023 7:03AM in Accounting / ERP

Billing and Revenue summary displays Revenue amounts, their Source Documents, Source Types etc. This includes deferral data for sales transactions and project. In some cases, users might want to filter the report to a specific transaction type, here's how to achieve this:

1.) Navigate to Reports > Financial > Billing and Revenue Summary

2.) Click Customize

3.) Go to Filters section

4.) Go to Add Fields: Bookings > select Source Record Type, then select the type

5.) Click Show in Filter Region

6.) Save and run the custom report


Users will now be able to filter the report depending on the Transaction Source Type.

Were you able to test this one? I hope this helps! 🙂

Howdy, Stranger!

Log In

To view full details, sign in.


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


Community Whiz

Quarter 2 (Apr-Jun 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders