Making a Layout Editable in the Financial Report Builder
When you start the Financial Report Builder, the current layout is displayed in the Edit Layout page. The layout may be a standard layout, a shared custom layout, or a custom layout that is used only in a single custom financial statement.
When you customize a standard 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.
When you open a report to customize it, you can select a different layout, but you cannot edit the initial current layout. See Accessing the Financial Report Builder.
To enable layout editing, click Edit Layout. When the button is dimmed, editing is enabled.
You cannot edit standard layouts. If you have selected a standard layout, you receive a prompt to change the name of the layout when you click Edit Layout. If you attempt to edit a shared custom layout, the prompt gives you the option of editing the shared layout or creating a duplicate for editing with a different name.
For other information about financial report layouts, see the following topics:
In NetSuite OneWorld, the layout displayed in the Financial Report Builder is the one assigned to the subsidiary context you last selected. The subsidiary context is displayed to the left of the Layout field. To customize a layout for a different subsidiary context, rerun the financial statement with the desired subsidiary context, and click Refresh. Then click Customize to restart the Financial Report Builder. See OneWorld Financial Statements.
You need both the Financial Statements and the Report Customization permissions 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.