Sorting Data on Reports

In NetSuite, all reports are automatically sorted by default, either based on a single column or multiple columns. However, users have the flexibility to modify or remove these default sorting settings and introduce new sorting options to customize their reports according to specific requirements.

Important Note Regarding Financial Statements: For financial statements, it is recommended to utilize the sorting capabilities on the Financial Report Builder Edit Layout Page instead of defining the sort order on the Sorting page. Any sorting defined on the Edit Layout page takes precedence over sorting defined on the Sorting page.

Removing Sorting Options from a Report:

1. Access the report you wish to modify and click on “Customize” located in the footer of the report.
2. Within the Report Builder (or Financial Report Builder) page, navigate to the “Sorting” section.
3. In the “Choose Sort Order” pane, locate the sorting option you want to remove and click on the “X” icon next to it.
4. Save your changes to finalize the removal of the selected sorting option.

Adding Sorting Options to a Report:

1. Access the report you wish to modify and click on “Customize” located in the footer of the report.
2. Within the Report Builder (or Financial Report Builder) page, go to the “Sorting” section.
3. In the “Add Fields” pane, select the field by which you want to sort the report.a. You can either browse the list in the “Add Fields” pane to locate the desired field or directly type the field’s name in the “Search Fields” box and click “Search.”
4. Upon selecting the field, it will be automatically added to the list of sorting options.
5. Optionally, check the “Descending” box if you wish to sort the data in descending order.
6. Click on “Add” to include the chosen field as a sorting option.
7. If needed, repeat steps 3 to 6 to add more sorting options to your report.
8. Save your changes to apply the newly added sorting options.

Order of Sorting Options: Sorting options are applied in the order they appear in the list. Users can customize the order by utilizing the “Move Up” and “Move Down” buttons or by directly dragging the lines representing the columns to adjust the sorting sequence.

Note:

• If we sort report data by a field that can have a null value, such as Department, records with null values for the sorted field are listed last for ascending sort order and first for descending sort order. Also, null field values are displayed as 0.

• For financial statements, it is recommended to utilize the sorting capabilities on the Financial Report Builder Edit Layout Page instead of defining the sort order on the Sorting page. Any sorting defined on the Edit Layout page takes precedence over sorting defined on the Sorting page.