Tag: Report customization

Limitation in NetSuite: Line Item Tax Rates Cannot Be Displayed in Standard Reports

In NetSuite, Users often need to analyze tax rates applied to Sales Orders. While the overall Sales Order tax rate can be displayed in reports using formulas, the tax rate of individual line items cannot be shown in standard reports. This is due to the way NetSuite stores tax information across separate tables, creating a… Continue reading Limitation in NetSuite: Line Item Tax Rates Cannot Be Displayed in Standard Reports

Customise the layout of the Standard Balance Sheet and Income Statement reports

Would you like to customise the financial layout of the Standard Balance Sheet and Income Statement reports without retaining a new or custom report (e.g., customise the Retained Earnings section, change negatives from minus to parentheses)? Yes, it is possible using the Row Layout Assignment feature in NetSuite. 1. Open and customise the Balance Sheet… Continue reading Customise the layout of the Standard Balance Sheet and Income Statement reports

Custom Row Disappear when changing the Subsidiary Context

Using an Administrator role, navigate to Reports > Saved Reports Open the affected custom income statement report Note: Verify if it has custom rows if the Subsidiary Context is set to Parent Company (Consolidated) and the rows disappear if set to other Subsidiary Context values. Click Customize button at the footer Note: Please make sure that… Continue reading Custom Row Disappear when changing the Subsidiary Context

Enable Access to Alternate Date Ranges for Trial Balance

Scenario When customizing Trial Balance Report, user wants to be able to set the Alternate Date Range Type instead of Alternate Period Range Type. Solution Navigate to Home > Set Preferences Click Analytics tab Report by Period: Select Never Click Save Navigate to Reports > Financial > Trial Balance > Customize Click Edit Columns

Comparative Trial Balance Report

Client requested for a comparative trail balance report similar to comparative balance sheet report Solution: Navigate to Reports > Financial > Trial Balance > Customize Select the Debit /Credit column Click Remove Column Add Fields: Expand Trial Balance  Click Amount Alternate Period Range Type: Select Relative to Report Date Cumulative Value: Enter Checkmark Alternate Period Range: Select the Last Fiscal Year Add Fields: Expand Trial Balance Select another Amount field Alternate Period Range Type: SelectRelative to Report Date Cumulative Value: Enter Checkmark Alternate… Continue reading Comparative Trial Balance Report

Custom A/P Register Report not showing the Opening Balance Amount

ScenarioCustom A/P Register Report > Opening/beginning balance is not showing in the Balance column Solution Please see the steps below: Ensure that the Balance column represents the Running Balance of Vendor Register Transactions for the Amount (Gross) and not a different column like Amount (Foreign Currency).For the Amount Foreign Currency the opening Balance Amount is not available. Click on the Customize… Continue reading Custom A/P Register Report not showing the Opening Balance Amount

Sales Report by Sales Territory

Requirement :User would like to create a new Sales Report by Sales Territory, Sales Rep and Partner. Solution: Navigate to Reports > New Reports Select Sale Order Transactions On the New Sales Order Transactions Report page, set the following: Metric = Aggregate Amount Report Format = Matrix Component = Customer/Job Field =Account Number Column = Customer/Job Click More Customization On… Continue reading Sales Report by Sales Territory