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Report Builder – Location Column Filter Does Not Support Parent-Level Rollup of Sub-Location
Module: Financial Report Builder (Custom Financial Reports) Query Description: When building a Financial Report using the Location filter in the Column section (Report Builder), the system displays each individual sub-location as a separate column rather than allowing sub-locations to roll up under their parent location.…
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Adding Customer column in the Budget versus Actual Report
Hello, We tagged customer / project in our budget record. But when we view the Budget vs Actual report, The line for the budget and the actual per account per customer is in separate lines. For example: Account Entity Customer / Project Actual Budget SalesAccount CustomerABC 2000 SalesAccount CustomerABC CustomerABC 1500…
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Statement of Activity Report - Activity Only checkbox seems to be not working?
Hi Team, I have a report Statement of Activity. We updated the report to show Activity Only. Our expectation is to remove all those columns which have no activity (zero). However, the report is still showing the classes (columns) which have zeroes only. Is this a standard behavior of the report? Thank you.
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Report Customization
Hi Everyone: I have some questions regarding how to customize the report layout for the income statement, Right now I have some layout like below , which 4000 is the "GrandParent" account and 4001 is under 4000, and 4004 is under 4001, and you can see the under 4004, I have the group hierarchy ordered in Region(CEN)then…
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NSC | Changing the Font for a Financial Report Row
Scenario A user is customizing a financial report and wants to change the font for a specific report row. However, the font options may not be available in the Financial Report Builder. By default, reports use the Open Sans font. To change fonts in financial reports, the related personal preference must be enabled first.…
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NSC | Excluding Inactive Segments from Financial Reports
Scenario Inactive segments such as Departments, Classes, and Locations may still appear on financial reports, including the Balance Sheet and Income Statement. NetSuite keeps these segments available for historical reporting and to help prevent report totals from appearing unbalanced. However, some users may prefer to…
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NSC | Customize Fixed Asset Totals in a Financial Report
A user wants to customize the Balance Sheet so fixed asset accounts are grouped in a more meaningful way. For example, instead of only showing individual asset and accumulated depreciation accounts, the report should show a subtotal such as: Machinery Equipment Net Book Value = Machinery Equipment Cost - Accumulated…
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Can the Report Builder filter memo (main) is void?
Hello everyone, I have a question regarding the General Ledger. I would like to filter transactions where the memo is not equal to "void." However, I cannot find a "memo" field available in the filter options related to transactions. Could you please advise which field name should be used instead? My objective is to…
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WATCH: How to add an Opening and Closing Balance Column in a Trial Balance Report
This video will show you how you can customize your Trial Balance report to show the Opening and Closing balance and the total Debits and Credits for the reporting period.
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Expense Category for Items sitting in Prepaids
Wondering if anyone knows how to run a report that contains the details of the expense account an item sitting in prepaids will be amortized to. When you run a Balance Sheet detail report there are options for "Expense Account Name" but it unfortunately does not contain the name of the expense account that was originally…