The ability to hide the inactive subsidiaries from the subsidiary context in reports is currently logged as an enhancement in NetSuite [#132165] and is in voting stage. As an alternate workaround, we can use the subsidiary restriction in the roles for restricting the subsidiary context view. If the role has access to all subsidiaries, we… Continue reading Hide inactive subsidiary from ‘Subsidiary context’ in consolidated reports, even if there are no associated transactions
Tag: reports
Inline Editing Option on Reports
Inline editing of reports offers all the standard capabilities of inline editing. When editing large numbers of reports it may be quicker to use the mass update feature. To change the owner of several reports: Go to: Reports > Saved Reports > All Saved Reports. Switch inline editing on. Arrange the list so that the reports… Continue reading Inline Editing Option on Reports
Report – User-level preferences
User-level preferences are available at Home > Set Preferences. User preferences for reports are available on the Set Preferences page’s Analytics tab. If the user selects the ‘Financial Only’ preference, then it will show the reports filtered by period. If the user selects the ‘Never’ preference, then it will show the reports filtered by Date.
Negative Profit in Customer Profitability Report
The Customer Profitability report pulls its data from Item Fulfillment and Invoice records. The report includes Item Fulfillment records that are not yet invoiced. This causes the negative profit. To illustrate, say for example, Sales Order 1 and Sales Order 2 are created and have the following related records: Sales Order 1 amounting to $10.00 Item Fulfillment 1 amounting to $10.00 Invoice… Continue reading Negative Profit in Customer Profitability Report
Center Tabs: Customizing Center Tabs and Center Links
NetSuite provides the user with the ability to customize their center menu with specific tabs, both native to NetSuite as well as custom tabs. The user can also customize the links on these tabs. Links on the center tabs can be added or removed on custom tabs as well as ‘out-of-the-box’ tabs. Customized forms or… Continue reading Center Tabs: Customizing Center Tabs and Center Links
Tracking and Analyzing Online Form Engagement
As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company,… Continue reading Tracking and Analyzing Online Form Engagement
SDF Deployment Error while deploying Reports
While deploying the reports from one account to another, we imported the XML files for both the report and the layouts. However, during the validation of objects in the target account, an error may occur, stating: “The manifest contains a dependency on customlayout_1_7358136_717 object, but it is not present in the account“. To resolve this… Continue reading SDF Deployment Error while deploying Reports
Sales Tax Liability by Tax Item Report
The Sales Tax Liability by Item report shows sales tax liabilities that have accrued for the date range selected and the amounts due as payable at the end of that date range and these liabilities are grouped by tax code. The following columns are included in this report: Tax Rate – this column shows the percentage… Continue reading Sales Tax Liability by Tax Item Report
Trial balance Retained Earnings balance
This article describes on why the retained earnings account balance is different when comparing the summary and detailed report of the retained earnings account in the standard trial balance report.
Tips and Tricks on Reports and Searches
Web queries allow admins to share many reports with colleagues that don’t have a NetSuite license. Navigate to the Report, click Customize and under the More Options tab, click the box for Allow Web Query. You can export the report to Excel and, once saved, the report will refresh with the latest data every time… Continue reading Tips and Tricks on Reports and Searches