Financial Report Builder Edit Layout Page

Most financial statement customization tasks are available on the Edit Layout page of the Financial Report Builder. When you customize a financial statement, you are likely to spend the majority of your time on this page.

This page includes a Layout outline that displays the order and hierarchy of all financial statement rows. In this outline, you also can add, move, and delete financial sections and rows as necessary. Fields in the right pane of this page correspond to the row selected in the Layout outline and marked with a pencil icon.

• When you create a new financial statement, the initial layout is a duplicate of the standard layout for selected type of financial statement. When you edit an existing custom financial statement, the initial layout is the custom layout for the custom financial statement when it was created or last edited.

  • If you are using NetSuite OneWorld, the layout displayed in the Financial Report Builder is based on the subsidiary context you last selected. The selected subsidiary context is displayed at the top of the page. To customize a layout for a different subsidiary context:

    1. Rerun the financial statement.

    2. Select the desired subsidiary context from the footer dropdown list.

    3. Click Refresh.

    4. Click Customize to restart the Financial Report Builder. See OneWorld Financial Statements.

  • You can select another layout from the dropdown list. If editing functions are not enabled on the Edit Layout page after this selection, you need to click the Edit Layout button. See Making a Layout Editable in the Financial Report Builder.

  • To view the standard and custom financial statement layouts, go to Reports > Financial > Financial Row Layouts. See Financial Row Layouts Page.

  • You cannot rename a layout on the Edit Layout page. To rename a layout, go to Reports > Financial > Financial Row Layouts and enable editing. See Renaming a Custom Financial Statement Layout.

• To add a financial section or row, select a row type from the Add Row/Section... dropdown list in the Layout outline. The row is added above the currently selected row.

• To move a financial section or row, select it in the Layout outline. Then click the up arrow or down arrow buttons, or drag and drop it to desired place.

• To delete a financial section or row, select it in the Layout outline, and click the delete button.

  

• For more information about Edit Layout page tasks:

  • Creating a Custom Financial Statement Section

    This topic includes the following subsections:

    • Editing Selection Criteria for an Existing Section

    • Adding a New Custom Section

  • Editing a Financial Statement Section

    This topic includes the following subsections:

    • Editing Financial Section Labels

    • Modifying Financial Section Hierarchy

    • Modifying Financial Section Row Expansion

    • Modifying Financial Section Grouping

    • Modifying Financial Section Sort Order

    • Modifying Financial Section Format Options

  • Editing Financial Statement Header and Summary Rows

    This topic includes the following subsections:

    • Editing Header and Summary Labels

    • Modifying Header Row Hierarchy

    • Modifying Header Row Expansion

    • Setting Summary Calculation Method

    • Modifying Header and Summary Row Format Options

  • Editing a Financial Statement Formula Row

    This topic includes the following subsections:

    • Editing a Formula Row Header Label

    • Modifying Formula Row Hierarchy

    • Modifying Formula Row Format Options

    • Defining a Formula Row Expression

  • Editing a Financial Statement Reference Row

    This topic includes the following subsections:

    • Editing a Reference Row Header Label

    • Modifying Reference Row Hierarchy

    • Defining the Financial Statement Row to be Referenced

    • Modifying Reference Row Format Options

  • Editing a Financial Statement Text Row

    This topic includes the following subsections:

    • Editing Text for a Text Row

    • Modifying Text Row Hierarchy

    • Modifying Text Row Format Options

  • Setting Financial Statement Formatting Options

    This topic includes the subsection Changing the Font for a Report Row.

• To quickly view the appearance of the layout, without data, click the Preview Layout button.

Previewing a Financial Statement Layout

The Edit Layout page of the Financial Report Builder includes a Preview Layout button that you can click to view the financial statement without data.

This function enables you review the appearance of the report more quickly than if you had to wait for data to return. You can view the actual accounts and confirm that financial section criteria are correct.

The Financial Report Builder also includes a Preview button that you can click to run the report with data before saving it.

Important:

Be sure to save your custom financial statement in a timely manner, to avoid losing edits made on the Edit Layout page.

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.

Related Topics

Financial Report Builder

Financial Report Builder Interface

Financial Statement Layouts

Financial Statement Sections

Financial Statement Rows

OneWorld Financial Statements

General Notices