How to run a large financial report in the background?

In some scenarios, management may be required to run financial reports from previous years to date which can contain a lot of lines. Users may sometimes encounter a notice: “The results of this report are too large. Please narrow your results.” which can render incomplete data.

As per SuiteAnswers Id 8392, the limits for retrieved rows per report are:

100,000 rows — for a report executed on demand (synchronously)

1,000,000 rows — for a report executed in the background (asynchronously)

If the report shows limited result, you have the following options to get better output:

  • Limit filters for example, limit the dates and periods
  • Create a Saved Search – but this has its own limitation
  • Use SuiteAnalytics Connect Service

Another solution for this is to run the report on back end. Here’s how:

Let’s say you are trying to generate a Balance Sheet Detail report from the very beginning to date.

1.) Navigate to Reports > Financial > Balance Sheet > Detail

2.) Select the appropriate periods or dates

3.) Click Refresh

4.) Once the report is loading, click on the Alert Me when ready link

You will be routed to Report Results page

5.) Wait for the status to be complete

6.) Click View Results

You should be able to run a complete report within the background row limit.

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