New Financial Report - Select Financial Statement Page

This page is a listing of standard financial statement layouts. It opens when you select Reports > New Financial Report. This page enables you to select the type of financial statement that you want to create in the Financial Report Builder. A standard layout is provided for each type of financial statement.

Screenshot of the Select Financial Statement page for new financial reports in the Financial Report Builder

Click the layout for the type of custom financial statement that you want to create. A custom layout that duplicates the selected layout displays in the Financial Report Builder Edit Layout Page.

Note:

If you use NetSuite OneWorld, country-specific layouts are available for Balance Sheet, Cash Flow Statement, and Income Statement reports. Be aware that selecting a country-specific layout does not automatically set a matching subsidiary context for your custom financial statement. The subsidiary context for a custom financial statement, displayed in the Financial Report Builder, is based on the subsidiary context selected when the report was last run. 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 do not have necessary permissions, contact your account administrator. See Giving Access to Financial Statements for more information.

Related Topics

Financial Statement Layouts
Alternate Layouts in the Financial Report Builder
Making a Layout Editable in the Financial Report Builder
Editing a Financial Statement Layout

General Notices