Financial Report Builder Interface
The Financial Report Builder interface includes the following pages:
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Edit Layout
This page includes the primary financial statement customization tasks. The layout outline provides an overview of financial sections and rows and includes tools for adding, deleting, and reordering sections and rows. In the outline, you can change hierarchy and grouping, edit row labels, modify selection criteria for section data, and set row-level formatting options. Your changes are stored in a custom layout that can be shared by multiple financial statements. You can click the Preview Layout button for a quick view of the report structure and formatting without data.
For more information, see:
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Edit Columns
This page includes the same functions as the Report Builder Edit Columns page with the following additional capabilities:
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The ability to add budget fields as financial statement columns
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The ability to define dimension columns for data, including class, department, location, time period, and subsidiary if you are using NetSuite OneWorld
For more information, see Financial Report Builder Edit Columns Page.
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Filters
This page includes the same functions as the Report Builder Filters page. These filters apply to the whole report, while the grouping and selection criteria defined on the Edit Layout page filter data for specific sections. For more information, see Financial Report Builder Filters Page.
Financial statements, like other reports, include lists in their results page footers that enable you to filter results for a single report instance. Click the More arrow button to display all filters.
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Sorting
This page includes the same functions as the Report Builder Sorting page. You should set up sorting by ordering rows and defining sort order for sections on the Edit Layout page instead of this Sorting page. Sorting options defined on the Edit Layout page override any sorting set on the Sorting page. For more information, see Financial Report Builder Sorting Page.
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More Options
This page includes the same functions as the Report Builder More Options page, except it does not include the Allow Web Query option. Here, you can define an audience for a custom financial statement and set report-level format options. For more information, see Financial Report Builder More Options Page.
Like the Report Builder, the Financial Report Builder includes a Preview button that enables you to preview a custom financial statement before saving it. The Preview Layout button on the Edit Layout page lets you preview the report's hierarchy and formatting.
Be sure to save frequently to avoid losing edits.
You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.