Ad Hoc Reports

You can use the ad hoc reporting feature to create your own reports to fit the specific needs of your business. For an ad hoc report, you can select the type of data you want to report on, the format of the report, and how you want to subtotal and group the information shown on the report.

Ad hoc reports are available from a New Report link on the Reports Page and Reports tab menu. After you click New Report, you choose the data metric to include in your report, from a list of all available metrics and their definitions. Next, you choose the field you want to represent your chosen metric, the format for your report, and the component and field you want to provide report subtotals. You also have the option of clicking a button to display the Report Builder for more customization of your report. After you run your report, the results page footer includes options you can set to modify report formats.

Note:

NetSuite provides many prebuilt report definitions that you may want to run instead of ad hoc reports. For information, see Standard Reports.

Related Topics

General Notices