Financial Reports as XML Definitions

Financial reports enable you to analyze and present your financial data using predefined layouts and statements, such as a trial balance. If you have the Financial Statements and Report Customization permissions, you can customize your report results using the Financial Report Builder in NetSuite.

You can create and manage custom financial reports only by using NetSuite. When created, you can import them into a SuiteCloud project. You can also deploy financial reports to a NetSuite account using SDF. For more information about working with financial reports in a NetSuite account, see Financial Report Builder.

In SDF, financial reports exist as two separate objects that are imported or deployed together in a SuiteCloud project: reportdefinition and financiallayout.

The following is an example of the reportdefinition object:

          <reportdefinition scriptid="customreport_ow_filter">
   <definition>bNp860q863yKeTmdSzvaydsKedm86wvr6+vr6+vr6+tozLtw==</definition>
   <dependencies>
     <dependency>[scriptid=customlayout_2_000071_570]</dependency>
   </dependencies>
    <name>Custom Balance Sheet OW filter</name>
</reportdefinition>

The reportdefinition scriptid attribute and name element are respectively identical to the script ID and name of the custom report in the NetSuite account.

The following is an example of the financiallayout object:

          <financiallayout scriptid="customlayout_2_000071_570">
   <layout>+vr6+vr6+tozLtw==</layout>
   <name>Custom Balance Sheet Layout(US) 2</name>
</financiallayout>

The financiallayout scriptid attribute and name element are respectively identical to the script ID and name of the custom report layout in the NetSuite account.

Warning:

Do not manually edit the XML in SDF. Modifications to the system-generated XML may result in validation and deployment failures. You should customize financial reports with NetSuite rather than SDF.

You can reference SDF custom objects in financial reports by defining dependencies. If your report contains a dependency, you must import the SDF custom object into your SuiteCloud project to successfully deploy the project to a target NetSuite account. For more information, see dependencies.

For more information about financial reports, see the following topics:

Related Topics