This section describes the basics of Searches and Reports
A Search in NetSuite is essentially a list of results based on criteria and filters. Virtually any kind of record in NetSuite can be the basis of, or included in, a Search. Searches saved to the Saved Searches can either be private or shared with others.
In the following example, a Search is created based on a Customer record and then saved as a Saved Search. To create a Customer Saved Search, go to:
Reports > New Search
To access a Saved Search, go to:
Reports > Saved Searches
In the Advanced view, a search looks more like a database query. If you are familiar with query language, or SQL, you may find this option more powerful. To show the advanced view in the Search screen above (Reports > New Search > Customer), check the "Use Advanced Search" checkbox. In this view, you enter your search criteria in the left tab, and then define the columns you want returned by the search in the Results tab. Once you save the search, you will have additional options to filter it, schedule it, and send the results by email. NetSuite has several in-depth courses on searches and reporting that are available using your online training pass if you'd like to dig into this further.
NetSuite provides a set of standard, customizable Reports for nearly all transaction types. The following provides reference to the most common financial reports and on-page filters or settings that are available. Reports can be modified and custom reports can be created. We recommend that if you want to create a custom report, you start with the closest system report and modify it rather than starting from scratch.
Note: Each report has filter settings at the bottom of the screen. These settings can be defaulted. Often, if you're not seeing the data you expect from a report, you may need to update the filter settings. |
The following is a sample of standard reports that are available from the Reports > Financial menu:
Modify the date ranges in the footer
Use the selector in the footer to expose additional filters
The following is a sample of standard reports that are available from the Reports > Banking and Budgeting menu:
By default, NetSuite financial reports do not contain the custom segments we created earlier in this course. We are going to remedy that by customizing the standard reports. There are a couple of places where it is useful to have our custom segments appear. For the example below, we will use the Balance Sheet, and add our Custom Segments as additional columns in the report and as filtering options below.
To Add Custom Segments as new Columns in a Report
To Add Custom Segments as a Report Filtering Option
Note: The balance sheet report on the reports menu will continue to show the original unaltered balance sheet. You will want to add this new custom report to your shortcuts or to a Custom Center (see below). |
Repeat this process for all the standard reports you would like to see Custom Segments values in.
While there is a standard Center (group of tabs) associated with each role in NetSuite, you can also create your own. A custom center will replace the standard set of tabs for a chosen role or roles. A custom Tab can be added to the top menu on existing centers, with links to your content. Links are organized by Category. We will walk through creating a custom tab for the reports you modified above.
To create your Custom Tab:
To create your custom report links:
To create your Center Category:
Homework: Prior to the next session:
|