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SuiteTip: Filtering in NetSuite Reports

edited Jan 28, 2025 5:25PM in Reports 1 comment

Welcome back to SuiteTip, your ultimate guide to unlocking NetSuite's reporting full potential.

Unlocking the Power of Filters

NetSuite Reports allow users to refine data by applying filters, which enable focusing on specific criteria. The Filters page, available in both the Report Builder and Financial Report Builder, allows you to set criteria that apply to the entire report rather than individual rows, making it a powerful tool for maximizing reporting.

Understanding the Basics

Report filters: These are criteria you set to include or exclude specific data in your report. Filters can be applied to various fields, such as dates, amounts, standard or custom fields, enabling you to narrow down the scope of your analysis.

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