NetSuite Reports
Master NetSuite's powerful reporting engine - from financial statements to custom analytics.
Report Categories
NETSUITE REPORTING ECOSYSTEM
═══════════════════════════════════════════════════════════════════════════════
┌─────────────────────────────────────────────────────────────────────────────┐
│ NETSUITE REPORTS │
└─────────────────────────────────────────────────────────────────────────────┘
│
┌───────────────┬───────────┼───────────┬───────────────┐
│ │ │ │ │
▼ ▼ ▼ ▼ ▼
┌───────────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐ ┌───────────┐
│ FINANCIAL │ │ SALES │ │ INVENTORY │ │ AR/AP │ │ TAX │
│ REPORTS │ │ REPORTS │ │ REPORTS │ │ REPORTS │ │ REPORTS │
├───────────────┤ ├───────────┤ ├───────────┤ ├───────────┤ ├───────────┤
│ • P&L │ │ • By Cust │ │ • Valuation│ │ • Aging │ │ • Sales │
│ • Balance │ │ • By Item │ │ • Status │ │ • Open │ │ • Use │
│ Sheet │ │ • By Rep │ │ • Movement│ │ • Payment │ │ • VAT │
│ • Cash Flow │ │ • Pipeline│ │ • Reorder │ │ • History │ │ • Withhold│
│ • Trial Bal │ │ • Forecast│ │ • Turnover│ │ • DSO/DPO │ │ • 1099 │
└───────────────┘ └───────────┘ └───────────┘ └───────────┘ └───────────┘
│ │ │ │ │
└───────────────┴───────────┴─────┬─────┴───────────────┘
│
▼
┌───────────────────────┐
│ CUSTOM REPORTS │
├───────────────────────┤
│ • Report Builder │
│ • Saved Search │
│ • Financial Layouts │
│ • SuiteAnalytics │
└───────────────────────┘
In This Section
| Report Type | Description | Key Reports |
|---|---|---|
| Financial Reports | Core financial statements | P&L, Balance Sheet, Cash Flow, Trial Balance |
| Sales Reports | Revenue and sales analytics | By Customer, Item, Rep, Territory |
| Inventory Reports | Stock and inventory analysis | Valuation, Status, Movement, Reorder |
| AR/AP Reports | Receivables and Payables | Aging, Open Balances, Payment History |
| Tax Reports | Tax compliance and reporting | Sales Tax, VAT, 1099, Withholding |
| Custom Reports | Build your own reports | Report Builder, Saved Searches |
Accessing Reports
Navigation Paths
REPORT ACCESS METHODS
═══════════════════════════════════════════════════════════════════════════════
Method 1: Reports Menu
┌─────────────────────────────────────────────────────────────────────────────┐
│ Reports → [Category] → [Report Name] │
│ │
│ Example: Reports → Financial → Income Statement │
└─────────────────────────────────────────────────────────────────────────────┘
Method 2: Search
┌─────────────────────────────────────────────────────────────────────────────┐
│ Global Search → Type report name → Select from results │
│ │
│ Example: Search "Balance Sheet" → Click Balance Sheet report │
└─────────────────────────────────────────────────────────────────────────────┘
Method 3: Favorites/Shortcuts
┌─────────────────────────────────────────────────────────────────────────────┐
│ Set Up → Company → Shortcuts → Add frequently used reports │
└─────────────────────────────────────────────────────────────────────────────┘
Method 4: Role Center Dashboard
┌─────────────────────────────────────────────────────────────────────────────┐
│ Home → Key Performance Indicators → Click for detailed reports │
└─────────────────────────────────────────────────────────────────────────────┘
Report Features
Common Controls
| Feature | Description | How to Use |
|---|---|---|
| Date Filters | Restrict data to date range | Set From/To dates or select period |
| Subsidiary | Filter by subsidiary (OneWorld) | Select from dropdown |
| Department/Class/Location | Segment filtering | Select classification values |
| Refresh | Update report data | Click Refresh button |
| Export | Download report | Excel, PDF, CSV options |
| Send report | Email button with recipients | |
| Customize | Modify layout | Customize Report button |
| Save | Save custom version | Save As with new name |
Comparison Features
COMPARISON OPTIONS
═══════════════════════════════════════════════════════════════════════════════
Period Comparisons:
┌─────────────────────────────────────────────────────────────────────────────┐
│ • Prior Period Compare to last month/quarter/year │
│ • Same Period LY Compare to same period last year │
│ • Budget Compare actual vs budget │
│ • Forecast Compare actual vs forecast │
│ • Custom Define your own comparison period │
└─────────────────────────────────────────────────────────────────────────────┘
Display Options:
┌─────────────────────────────────────────────────────────────────────────────┐
│ • Variance ($) Show dollar difference │
│ • Variance (%) Show percentage difference │
│ • Side-by-Side Show periods in columns │
│ • Year-over-Year Show 12+ months trending │
└─────────────────────────────────────────────────────────────────────────────┘
Report Scheduling
Automated Report Distribution
SCHEDULED REPORTS WORKFLOW
═══════════════════════════════════════════════════════════════════════════════
┌─────────────┐ ┌─────────────┐ ┌─────────────┐ ┌─────────────┐
│ CREATE │────▶│ SCHEDULE │────▶│ EXECUTE │────▶│ DELIVER │
│ REPORT │ │ TIMING │ │ (AUTO) │ │ (EMAIL) │
└─────────────┘ └─────────────┘ └─────────────┘ └─────────────┘
│ │ │ │
▼ ▼ ▼ ▼
Save report Set frequency Runs on schedule Sends to
with filters Daily/Weekly/ at specified recipients
Monthly time as PDF/Excel
Setting Up Scheduled Reports
- Run the report with desired filters
- Click Schedule button
- Configure:
- Frequency: Daily, Weekly, Monthly
- Time: Execution time
- Recipients: Email addresses
- Format: PDF, Excel, CSV
- Save Schedule
Report Best Practices
Performance Tips
| Practice | Benefit |
|---|---|
| Use date filters | Reduces data volume |
| Limit subsidiaries | Faster for OneWorld |
| Schedule large reports | Run during off-hours |
| Use summary levels | Avoid unnecessary detail |
| Cache when possible | Reuse calculated data |
Governance Considerations
REPORT GOVERNANCE
═══════════════════════════════════════════════════════════════════════════════
Standard Reports:
┌─────────────────────────────────────────────────────────────────────────────┐
│ • No script governance impact │
│ • Run directly against database │
│ • Large date ranges may timeout │
└─────────────────────────────────────────────────────────────────────────────┘
Saved Search Reports:
┌─────────────────────────────────────────────────────────────────────────────┐
│ • Subject to search result limits (1000/4000 rows) │
│ • Consider pagination for large datasets │
│ • Formula columns add processing time │
└─────────────────────────────────────────────────────────────────────────────┘
SuiteQL Reports:
┌─────────────────────────────────────────────────────────────────────────────┐
│ • 10 governance units per query │
│ • No row limit (but timeout applies) │
│ • Best for complex analytics │
└─────────────────────────────────────────────────────────────────────────────┘
Quick Start: Run Your First Report
Example: Income Statement
- Navigate to Reports → Financial → Income Statement
- Set filters:
- Period: This Fiscal Year
- Subsidiary: All (or specific)
- Click Refresh
- Review results
- Export to Excel for further analysis
What's Next
| Goal | Go To |
|---|---|
| Financial statements | Financial Reports → |
| Sales analytics | Sales Reports → |
| Inventory tracking | Inventory Reports → |
| AR/AP management | AR/AP Reports → |
| Tax compliance | Tax Reports → |
| Build custom reports | Custom Reports → |