Tag: Report customization

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

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

Exclude Non-Posting Transactions in Custom Detail Report

Scenario The client wants to create a custom report that only includes posting transactions. Currently, the custom transaction report consists of both posting and non-posting reports. Solution Navigate to Home> Set Preferences> Analytics Tab In the Reporting section> Report by Period field> Set value to All Reports Then click SaveAfter these steps, the custom transaction… Continue reading Exclude Non-Posting Transactions in Custom Detail Report

Sales Report Not Showing All Items In Cash Sale

The client has a scenario where some miss match in margin amount calculation in two reports.Some items in Cash Sales and Invoices not showing in any Sales Report even if Cash Basis Reporting = F in Setup > Accounting > Accounting Preferences > General tab and proper date filters are set.One report used here is Sales and the other is Tax Transaction. The reason behind the… Continue reading Sales Report Not Showing All Items In Cash Sale