Report Customization

You can use the Report Builder to customize most standard and ad hoc reports. NetSuite also provides a specialized Financial Report Builder so that you can customize financial statements only. For information, see Financial Report Builder.

You can change how a report looks and the information it shows to meet your needs. The Report Builder lets you see your changes before you save the report. You then can run the saved report anytime to quickly get the information you need in the format that's most useful to you.

To edit a report in the Report Builder, you can click Customize on the Reports page or click Customize button on the report page itself. For ad hoc reports, click More Customization on the new report definition page. These links appear only if you have permission to customize reports. Sometimes, you see a Customize link even if you don't have permission to customize a report. To avoid this issue, you may need changes to your access level for the Report Customization permission. For information, see Report Customization Permission.

On the Report Builder pages, you can edit the default columns, filter, and sorting options applied to the report. You can define new options to apply to the report. If you choose to save and share your custom report, you can choose who can access it. The available customization options depend on which report you choose, your role, permissions for that role, and the features enabled in your account. To see what the Report Builder looks like, see Report Builder Interface.

Note:

If you have customized a report, save it before you select the Alert me when ready option. If you select this option before you save your report customizations, the last saved report is run instead.

For information about customization options that may be available in the Report Builder, see the following:

• Adding, Removing, or Reordering Report Columns

• Formatting Numbers on Reports

• Filtering Data on Reports

• Sorting Data on Reports

• Setting Additional Options for Custom Reports

• Arranging Data on Summary Reports

• Sharing Custom Reports with Other Users

• Exporting a Saved Report as an Excel Web Query

• Saving a Custom Report

• Deleting a Custom Report

For information about accessing customized reports, see Saved Reports Page.

The report appearance depends on set in your NetSuite account, your choices from the report's footer options, and any customizations you make in the Report Builder. When you're thinking about changing a report, consider all these possibilities.

• For a sample illustrating some of the changes that you can make to reports through footer options, preferences, and the Report Builder, see Example Report Format Changes.

• For information about using report footer options, see Setting Report Footer Options.

• For information about NetSuite reporting preferences, see Setting Preferences for Reports.

Note:

You can't customize accounting register reports, and there may be other reports you can't customize either. If you don't see a Customize link, either the report can't be customized, or you don't have permission to customize it. For information about permissions issues, see Report Customization Permission.

Related Topics

• Reporting Overview
• Working with Report Results
• Managing Reports
• Reports FAQ

General Notices