Access to Reports

For users with access to the Reports tab, the Reports Page includes links to reports and reporting-related functionalities. To display the Reports page, click the Reports tab or its Reports Overview menu link. For information about this page, see The Reports Page.

In addition to Reports page links, many reports may be available from menu links. The reports that a user can access, either from the Reports page, or from menu links, depend on the user's assigned role and its permissions, the center being used, and the account's enabled features. For questions about roles or permissions, contact your administrator.

Summary and Detail Reports

Reports Tab Menu Links

Other related links available from the Reports tab include the following:

Note:

The Reports tab also includes menu links for viewing and running searches. For information about searches, see Search Overview.

Report Menu Links on Other Tabs

Tabs other than the Reports tab may include Reports menu links with sublinks for individual reports that relate to each tab's business area. The following lists provide examples of report links that may be available for selected types of roles. Each link includes sublinks for individual reports.

Permissions for Reports

Your NetSuite account administrator assigns roles to users. Each role has associated permissions. NetSuite includes four different types of permissions: Lists, Reports, Setup, and Transactions. You have one or more assigned roles that you can use to log in to NetSuite. The permissions associated with the role you use to log in determine the reports that you can run during a NetSuite session (along with the center you're using and the features enabled in your account).

If you are experiencing difficulties accessing reports, contact your administrator to help determine your assigned role and permissions, and to determine whether these require changes.

The following is a list of Reports type permissions that may be needed to run particular reports. Some permissions apply to groups of reports, whereas others apply to single reports.

Note:

Custom fields have an additional level of field-level security that applies to the use of custom fields in reports. Security for a custom field in reports can be defined as a Search/Reporting access level, on the custom field record. Access can be defined generally, and by role, department, or if you are using NetSuite OneWorld, subsidiary. Available access levels include Edit (can view and change the field), Run (can view the field in search and report results but cannot change it), and None (cannot view or change the field). For more information, see Restricting Access to Custom Fields.

Related Topics

General Notices