The Bank Register report can only display one bank account, which is determined by the Default Bank Account set in Home > Set Preferences > Analytics tab. To show all bank accounts in a single report, follow this alternative solution: Solution: Navigate to Reports > Financial > Balance Sheet > Customize Detail. Click Filters. In… Continue reading Show All Bank Accounts in a Single Report
Tag: custom report
Enhancing the Suitelet for Custom Reports
Suitelet to add more functionality and features to custom report: Export to CSV or Excel var csvContent = ‘Sales Order,Customer,Date,Total Amountn’; salesOrderSearch.run().each(function(result) { csvContent += result.getValue(‘tranid’) + ‘,’ + result.getText(‘entity’) + ‘,’ + result.getValue(‘trandate’) + ‘,’ + result.getValue(‘total’) + ‘n’; return true; }); context.response.setHeader({ name: ‘Content-Type’, value: ‘text/csv’ }); context.response.setHeader({ name: ‘Content-Disposition’, value: ‘attachment; filename=”sales_report.csv”‘… Continue reading Enhancing the Suitelet for Custom Reports
Create Custom Reports with Suitelets
Suitelet to Generate a Custom Sales Report /** * @NApiVersion 2.x * @NScriptType Suitelet */ define([‘N/ui/serverWidget’, ‘N/record’, ‘N/search’, ‘N/render’, ‘N/file’], function(serverWidget, record, search, render, file) { function onRequest(context) { if (context.request.method === ‘GET’) { var form = serverWidget.createForm({ title: ‘Custom Sales Report’ }); var startDateField = form.addField({ id: ‘custpage_startdate’, type: serverWidget.FieldType.DATE, label: ‘Start Date’ });… Continue reading Create Custom Reports with Suitelets
Create an Income Statement per Customer
Navigate to Reports > New Report Select Transactions Metric: Select Amount Click Matrix Component: Select Account Field: Select Name or Name (GL-style) Column: Select Customer/Job Click More Customization Click Filters Click Account folder Click Account Type On the Filters, select all Income Statement type of accounts like COGS, Expense, Income, Other Expense, Other Income, etc Click Done Name: Enter Title of the report Click Save To access the report again, navigate to Reports > All Saved Reports
Customize Purchase Order Report to Add Customer: Project Field
Navigate to Reports > Purchases > Purchase by Vendor Click Customize Click the Purchases folder Click the Entity (Line) sub folder Select Name Click Save or Preview
How to create a template for custom-report export
You can create a custom template for exporting a custom report easily using a NetSuite saved search. For this, create a saved search in NetSuite with custom label names as the names required to be visible in the template. You can use any saved search but if you can use a saved search with similar… Continue reading How to create a template for custom-report export
Cash flow planning report
Proposal summary This project proposal describes the scope of creating a custom cash flow planning board report using a suite script. Requirement Create a custom cash flow planning board report using suite script functionality. The cash flow planning board computation is shown below. LC margin = If the Mode of payment is LC site, LC… Continue reading Cash flow planning report