Financial Statement Layouts

Financial statement row definition information is stored in objects called layouts, rather than in the reports themselves. This enables multiple financial statements to share a consistent appearance and the same set of rows, while displaying different columns and differently filtered data.

Because you define financial sections, rows, their order, hierarchy, and formatting as a layout rather than a report, you can reuse this definition. You reuse it across multiple financial statements by assigning them the same layout.

NetSuite includes a set of standard layouts for all types of financial statements. When you create a custom financial statement, the edits you make on the Financial Report Builder's Edit Layout page are stored in a custom layout. A custom layout begins as a duplicate version of one of the standard layouts and is modified as you make edits to its financial sections and rows.

Review the following topics for information about working with layouts:

Note:

If you use NetSuite OneWorld, specialized country-specific layouts are available for each subsidiary's financial statements. The layout selected on the Edit Layout page of the Financial Report Builder when you customize a financial statement is based on the last selected subsidiary context. For more information, see Subsidiary-Specific Financial Layouts.

You need both the Financial Statements permission and the Report Customization permission to customize reports in the Financial Report Builder. If you don't have the necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

Related Topics

General Notices