megaphone
SuiteWorld 2026 registration is now open—save $300 Register now
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!

Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Review our AI Community Guidelines before posting AI-generated or AI-assisted content. Verify accuracy and include the appropriate AI disclaimer.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Ready for Next starts at SuiteWorld


SuiteWorld is where the NetSuite community comes together to learn, connect, and discover what’s next.

Whether you’re looking for product updates, practical tips, new ways to improve efficiency, or insights from other customers, SuiteWorld offers something for every stage of your NetSuite journey.
Discover new innovations across NetSuite with 2026 Release 2

■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template


Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397

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.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders