Permissions for Reports

Your NetSuite account administrator assigns roles to users. Each role has associated permissions. NetSuite includes four different types of permissions: Lists, Reports, Setup, and Transactions. You have one or more assigned roles that you can use to log in to NetSuite. The permissions associated with the role you use to log in determine the reports that you can run during a NetSuite session (along with the center you're using and the features enabled in your account).

If you're having trouble accessing reports, contact your administrator to help determine your assigned role and permissions, and to determine whether these require changes.

The following is a list of Reports type permissions that may be needed to run particular reports. Some permissions apply to groups of reports, whereas others apply to single reports.

• Account Detail

• Accounts Payable

• Accounts Payable Graphing

• Accounts Receivable

• Accounts Receivable Graphing

• Accounts Receivable Un-Billed

• Amortization Reports

• Balance Sheet

• Budget

• Cash Flow Statement

• Commission Reports

• Employee Reminders

• Expenses

• Financial Statements

• Form 1099 - Federal Miscellaneous Income

• Form 940 - Employer's Annual Federal Unemployment Tax Return

• Form 941 - Employer's Quarterly Federal Tax Return

• Form W-2 - Wage and Tax Statement

• Form W4 - Employee's Withholding Allowance Certificate

• General Ledger

• Granting access to Reports

• GST Summary Report

• Income

• Income Statement

• Integration

• Inventory

• Issue Reports

• Lead Snapshot/Reminders

• Marketing Campaign Reports

• Net Worth

• Partner Authorized Commission Reports

• Partner Commission Reports

• Payroll Check Register

• Payroll Hours & Earnings

• Payroll Journal Report

• Payroll Liability Report

• Payroll State Withholding

• Payroll Summary & Detail Reports

• PST Summary Report

• Purchase Order Reports

• Purchases

• Quota Reports

• Reconcile Reporting

• Report Customization

• Report Scheduling

• Revenue Recognition Reports

• Sales

• Sales By Partner

• Sales By Promotion

• Sales Force Automation

• Sales Order Fulfillment Reports

• Sales Order Reports

• Sales Order Transaction Report

• Support

• Support Case Snapshots/Reminders

• Tax

• Time Tracking

• Transaction Detail

• Trial Balance

• Web Site Report

• Web Store Report

Note:

Custom fields have an additional level of field-level security that applies to the use of custom fields in reports. Security for a custom field in reports can be defined as a Search/Reporting access level, on the custom field record. Access can be defined generally, and by role, department, or if you are using NetSuite OneWorld, subsidiary. Available access levels include Edit (can view and change the field), Run (can view the field in search and report results but can't change it), and None (can't view or change the field). For more information, see Restricting Access to Custom Fields.

Related Topics

• Access to Reports

General Notices