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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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Matrix style Customer sales order report by period
I'm looking to create a sales order summary report by period where the rows are customers and columns are fiscal periods (months). Each row is a single customer and the totals are summed up per period in columns. I've tried customizing a sales order report, I've tried saved searches, and tried workbook analytics, but I…
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Custom Income Statement
I'm trying to create a EBITDA custom income statement. When I list the accounts to add back below Net Income, it takes them away from where they normally sit. I'd like to keep the Income Statement intact and just add the adjustments below Net Income. Can this be done?
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Sales by item - show parent item only
We need to run a sales by inventory report that shows item sale totals by parent item, which includes the item description. Is this possible? When I collapse the report it only shows the item# and not the description. It only shows the description for non-matrix items.
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View Profit and Loss Detail Report by Accounting Period Columns
Is it possible to run the detail P&L report showing the amounts by accounting period column? I am able to do on the summary report by choosing the Column (filter) = Accounting period. The detail report builder under Edit Columns does have a View Columns By dropdown which I set to Accounting Period but the detail report…
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How to create an Intercompany report showing balances?
Hi there , I need help with creating intercompany balance report that shows balance with each other? much appreciated thank you in advance
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How to Create KPI Inventory budget by vendor Monthly average?
Hello Guru's We have the KPI for inventory, which we have found is way too broad. It is for everything we carry which can be misleading if we invest in a couple of years' supply of an item. I would like to create a KPI that has 2 parameters. I would like to show the inventory figures by vendor code for a month vs the…
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Customized Financial Reporting
I have been asked to recreate this file in NetSuite I am using the Comparative Budget Income Statement and I have the layout and formula's created successfully When I attempt to pull the data using the Alternate period range types is gives me: 2019 2020 2019 2020 2019 2020 $$ Blank Blank $$ Instead of a side by side…