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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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How Filter Date works at AP Aging Detail Report (Standard Report) ?
Hi Community, I am having an issue when viewing the AP Aging Detail Report. This issue occurs in both the standard and custom reports. Here are the details: I have an AP Aging Detail Report with the filter date set to 12/31/2025. There is a Bill Payment #IF5TF52095395 with an amount of USD 82,107.28, and the Bill Payment…
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Financial reports - dates are always jumping to way in the future.
Every time we change the subsdiariy - it forgets we are interested in Feb 2025 and just goes to the last period setup! I noticed that somehow it thought the AP and AR periods were locked - have unlocked them but that didnt make a difference - so hoping it will sort itself out sooner than later as it is most annoying! Found…
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Add Time stamp to Standard Reports
Is there any way to add timestamp to the report's name or in its extract for Standard reports (Trials balance, income statement, etc…).
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How to Define Financial Report Column to Compare YTD Earnings?
I am trying to create a custom Financial Statement that compares year-to-date (YTD) earnings from the current year to the past year. However, I cannot seem to get the alternate period settings to work properly for the comparison column. No matter how I configure it, the relative column only shows results for a single…
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Financial report reverts to LAST posting period in the system
Driving users crazy Dec 2030 is the last fiscal period we have set in the system - dont ask we went that far ahead… but now until the user goes through every report at every sub - it always says Dec 2030 Any thoughts?
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Reporting in USD
The subsidiary operates with INR as its base currency. We require consolidated financial reports to be generated in both INR and USD. Additionally, we would like the flexibility to input a custom conversion rate to USD, which will be used to translate all INR-based amounts into USD within the reports. This US amount is…
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Report Execution Error
Hello, I have a same issue as this topic. If we set the filter on "Subsidiary Context", it can see one of the subsidiary, but if we changed to parent subsidiary, then got the "Report Execution Error NetSuite has encountered an error while generating your report." error. Checked employee record, role also report, but could…
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Can I add more field options in section filter drop down ?
In Financial report builder (Edit layout) is it possible to add more options in the section filter drop down ? Currently it is limited to Account Name, Account type, Account Number, Class Name, Department Name, Location Name, Customer, Item name and Subsidiary Name. I want the revenue section of the report to group by…
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Trial Balance Saved search
Hi, Is there a way to create a saved search similar to trail balance? Thanks.