Reporting by Accounting Period

When you enable the Accounting Periods feature and set up accounting periods, you have the option of organizing report data by fiscal period instead of by date range. This capability is especially important for financial statements. The use of accounting periods also enables you to filter and calculate KPI scorecard figures by fiscal period.

To set up your reports to be organized by period, set the Report by Period preference, at Home > Set Preferences > Analytics > Reporting section. You can choose to sort and filter all reports by period, or only financial reports like income statements and balance sheets. For more information, see Choosing a Date or Period Range for a Report.


After the Report by Period preference has been set for a user's reports, these reports cannot display results to the user until accounting periods for the entire fiscal year have been set up.

In NetSuite OneWorld, if you use the Multiple Calendars feature, the subsidiary's fiscal calendar determines the date ranges for the period selected for a report. For information about running reports for subsidiaries, see Running Reports for Subsidiaries with Different Accounting Periods.

To set up a KPI scorecard's data to be organized by period, check the Use Periods option on the scorecard record. For more information, see Defining KPI Scorecard Date Ranges or Periods.

Related Topics

Accounting Period Management
Accounting Period Setup
Fiscal Calendars
GL Audit Numbering
Rules for Future Accounting Periods
Accounting Period Close
Year-End Closing
Searching by Accounting Period
Locking Transactions

General Notices