Custom Report Missing Fields Available in Saved Search

Problem

Clients often ask why a field (e.g., Custom Customer Field) appears in a Saved Search but not in a Standard Report.

Cause

  • Standard Reports use predefined datasets, while Saved Searches directly query record fields.
  • Custom fields don’t always roll up into Reports.

Solution

  1. Export the Saved Search to Excel.
  2. Use SuiteAnalytics Workbook to build a custom dataset including that field.
  3. Or add a custom join via Saved Search to pull related record values.

Clients now have flexibility to report on all custom fields, not just standard report fields.

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