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June 10, 2026 | Question of the Week
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How to replicate Financial Reports in Save Search or SuiteAnalytics option?

edited Jun 2, 2025 2:31PM in Ask A Guru 4 comments

Hello guys!

Hope you all are doing great.

We need to build a report that will manipulate account's debit and credit, balance.

I mean that sometimes we need to consider the historical balance of the account, and for some other cases we need to use the net from the period and so on...

Using the Financial Reports tools we have some basic math to use it. And also we can't use some conditionals like "NVL" or "COALESCE" functions.

Some rule that we need to apply is : We need to consider $20.000 from each month of the current year in order to disccount it in the next step. Ex: November = 11 x $20.000

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