Report>New Financial Report
Then select one of the financial statement from the options provided and click on the Customize button.
You can use the Financial Report Builder to customize NetSuite financial statements, including their columns, filters, sorting, and audience. The Financial Report Builder’s most significant feature is the Edit Layout page. The Edit Layout page provides you with fine-grained control of your customized financial statements. In addition to report-level and column-level customizations, you can make edits per section or row. Sections are subsets of financial data, typically filtered and grouped by account type.
On the Edit Layout page, you can customize the data that is included in a financial statement. The data is determined through dynamic section-level filtering based on account type, account name, account number, class, department, location, or subsidiary. The order of the data is determined through section-level sorting and grouping by account type, class, department, location, or subsidiary.
You can define how to calculate results for report summary rows, either by totalling or by a more complex formula that you define. You can add formula rows that display calculated figures based on your stored data. You also have extensive editing tools to alter the look of each row or section in your report, including the labeling and text style.
All customizations on an Edit Layout page are saved as a custom layout that can be shared by multiple custom financial statements. A layout is a set of definitions for a financial statement’s rows and sections.
After you have saved a custom financial statement, it is available on the Saved Reports page.
The Financial Report Builder interface includes the following pages:
Edit Layout
This page includes the primary financial statement customization tasks. The layout outline provides an overview of financial sections and rows and includes tools for adding, deleting, and reordering sections and rows. In the outline, you can change hierarchy and grouping, edit row labels, modify selection criteria for section data, and set row-level formatting options. Your changes are stored in a custom layout that can be shared by multiple financial statements. You can click the Preview Layout button for a quick view of the report structure and formatting without data.
Edit Columns
This page includes the same functions as the Report Builder Edit Columns page with the following additional capabilities. The ability to add budget fields as financial statement columns. The ability to define dimension columns for data, including class, department, location, time period, and subsidiary if you are using NetSuite OneWorld
Filters
This page includes the same functions as the Report Builder Filters page. These filters apply to the whole report, while the grouping and selection criteria defined on the Edit Layout page filter data for specific sections.
Sorting
This page includes the same functions as the Report Builder Sorting page. You should set up sorting by ordering rows and defining sort order for sections on the Edit Layout page instead of this Sorting page. Sorting options defined on the Edit Layout page override any sorting set on the Sorting page.
More Options
This page includes the same functions as the Report Builder More Options page, except it does not include the Allow Web Query option. Here, you can define an audience for a custom financial statement and set report-level format options.
Financial Report Builder includes a Preview button that enables you to preview a custom financial statement before saving it. The Preview Layout button on the Edit Layout page lets you preview the report’s hierarchy and formatting.
Be sure to save frequently to avoid losing edits.