Custom Report Deployment in NetSuite Using SDF

In NetSuite, SuiteCloud Development Framework (SDF) is a powerful tool for deploying customizations across accounts. However, when working with custom reports, there’s an important limitation to consider: custom report objects cannot be directly imported into SDF projects.

The Challenge

Unlike other custom objects that can be imported and managed within an SDF project, custom reports lack direct import support. This means you cannot simply run an import command to bring your report definitions into your development environment.

The Workaround: Using XML Export and Upload

Thankfully, there is an effective alternative to manually recreating reports in each environment:

  1. Download the Report XML
  2. In the report builder inside NetSuite, you can download the XML file that defines your custom report. This XML includes all the configurations and settings necessary to reconstruct the report.
  3. Add the XML File to Your SDF Project
  4. Instead of importing, add this XML file manually into your SDF file structure under the appropriate folder, typically Objects or a custom folder you use for report definitions.
  5. Deploy via SDF
  6. When you deploy your SDF project to another NetSuite account, the report’s XML will be uploaded and the custom report object will be created automatically in the target account.

Benefits of This Method

  • Consistency: Avoid errors from manual recreation and ensure the report is exactly the same across accounts.
  • Efficiency: Saves time during deployment by automating report creation.
  • Version Control: Manage report changes via your source control alongside other customizations.

Summary

While direct import of custom reports into SDF is not supported, downloading the report’s XML from the report builder and uploading it as part of your SDF project is a reliable way to deploy custom reports between NetSuite accounts. This approach eliminates the need for manual report creation and supports streamlined deployment workflows.

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