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
Tag: report
Financial Report results show different results when filtered by period and date.
A financial report shows different balances for a chart of accounts when run by two different users. One user has the report filtered by period and the other user by date. So when the same financial report is opened by both users, the results are different. A potential issue will be when a transaction date… Continue reading Financial Report results show different results when filtered by period and date.
Generate a report that will display all transactions of a specific account or multiple accounts for a specific period
1. Navigate to Reports > Financial > Transaction Detail > Customize2. In the Filters link, set Date Range3. Expand the Transaction folder to select Account and set it equal to a specific account4. Rename the Report5. Click Save
Trial Balance period-wise report
This article provides the details on how to prepare a trial balance report that can show the YTD balance per accounting period in individual columns in NetSuite.
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… Continue reading Sorting Data on Reports
Proposal – Display the Sales Order Data on Invoice/Sales Report
Display the Sales Order Data on Invoice/Sales Report
Custom Field is not shown in the Report
Custom Field is not shown in the Report
show or create a saved search to show the list of parent and child projects
show or create a saved search to show the list of parent and child projects
To deploy reports to a new account using SDF
To deploy reports to a new account, we cannot use SDF directly. So there is an indirect method to deploy reports using SDF is given below. Download the XML file for the report and also download the XML file for the custom layout. 2. Add the XML files for the Reports and layout to the… Continue reading To deploy reports to a new account using SDF
SuiteAnalytics Tips
SuiteAnalytics Tips