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

• Many reports have summary and detail versions available.

• Reports listed at the first sublink level under a category are summary versions. You can click a report menu link to display the report.

• Each summary report with an available detail version has the following sublinks:

  • Customize Summary: displays the summary version of the report in the Report Builder, or in the Financial Report Builder (financial statements only).

  • Detail: displays results for the detail version of the report.

  • Customize Detail: displays the detail version of the report in the Report Builder, or the Financial Report Builder (financial statements only).

• Reports with no detail versions have Customize Summary sublinks.

Reports Tab Menu Links

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

• New Report: Click this link to run an ad-hoc report. See Ad Hoc Reports.

• New Financial Report: Click this link to run a financial statement. See Financial Statements Overview.

• Recent Reports: Click a sublink to rerun a report that you ran previously. These links provide quick access to your frequently run reports.

• Saved Reports: Click a sublink to see a list of all custom reports you created in the Report Builder or Financial Report Builder, or to run one of these custom reports. See Exporting a Saved Report as an Excel Web Query.

• Scheduled Reports: Click a sublink to see a list of all scheduled reports, or to display a page with links to results for completed long-running reports. See Report Schedules Page and Report Results Page.

• Report Types: Links for report types applicable to your role and center are available, with sublinks for individual standard reports of each type. The following report type links may be included:

  • Saved Reports

  • Scheduled Reports

  • Saved Searches

  • Scheduled Searches

  • Financial

  • Revenue

  • Banking/Budgeting

  • Payroll

  • Employees/HR

  • Time & Billables

  • Purchases

  • Vendors/Payables

  • Inventory Items

  • Demand Planning

  • Cost Accounting

  • Tax

  • VAT

  • Order Management

  • Customer/Receivables

  • Commissions

  • Sales

  • Sales Orders

  • Forecast

  • Customer Service

  • Issue Management

  • Marketing

  • Pipeline Analysis

  • Web Presence

  • Integration

  • Sales Tax US

  • Sales Tax Canada

  • VAT/GST

  For lists of standard reports of each type, with links to help topics for individual reports, see Standard Reports.

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.

• For Financial/Accounting roles:

  • Customers tab: Sales Reports, Sales Orders Reports, Customer/Receivables Reports

  • Vendors tab: Vendor/Payables Reports

  • Payroll & Employee/HR tab: Time Tracking Reports, Payroll Reports

  • Financial tab: Reports

• For Marketing roles:

  • Leads tab: Reports

  • Campaigns tab: Reports

• For Sales roles:

  • Leads tab: Lead Reports

  • Opportunities tab: Reports

  • Customers tab: Customer Reports

  • Forecast tab: Reports

• For Support roles:

  • Cases tab: Reports

  • Customers tab: Reports

• For Web Site roles:

  • Web Site tab: Reports

  • Sales tab: Reports

  • Contacts tab: 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.

• Account Detail

• Accounts Payable

• Accounts Payable Graphing

• Accounts Receivable

• Accounts Receivable Graphing

• Accounts Receivable Un-Billed

• Amortization Reports

• Balance Sheet

• Budget

• Cash Flow Statement

• Commission Reports

• Employee Reminders

• Expenses

• Financial Statements

• Form 1099 - Federal Miscellaneous Income

• Form 940 - Employer's Annual Federal Unemployment Tax Return

• Form 941 - Employer's Quarterly Federal Tax Return

• Form W-2 - Wage and Tax Statement

• Form W4 - Employee's Withholding Allowance Certificate

• General Ledger

• Granting access to Reports

• GST Summary Report

• Income

• Income Statement

• Integration

• Inventory

• Issue Reports

• Lead Snapshot/Reminders

• Marketing Campaign Reports

• Net Worth

• Partner Authorized Commission Reports

• Partner Commission Reports

• Payroll Check Register

• Payroll Hours & Earnings

• Payroll Journal Report

• Payroll Liability Report

• Payroll State Withholding

• Payroll Summary & Detail Reports

• PST Summary Report

• Purchase Order Reports

• Purchases

• Quota Reports

• Reconcile Reporting

• Report Customization

• Report Scheduling

• Revenue Recognition Reports

• Sales

• Sales By Partner

• Sales By Promotion

• Sales Force Automation

• Sales Order Fulfillment Reports

• Sales Order Reports

• Sales Order Transaction Report

• Support

• Support Case Snapshots/Reminders

• Tax

• Time Tracking

• Transaction Detail

• Trial Balance

• Web Site Report

• Web Store Report

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

• Reporting Overview
• Alternatives to Reports
• Standard Reports
• Ad Hoc Reports
• Setting Preferences for Reports

General Notices