Reporting Preferences on the Set Preferences Page

You can go to Home > Set Preferences and click the Analytics subtab to set individual user preferences that apply only to reports available with your current login.

Note:

If you use NetSuite OneWorld, you need to set preferences to restrict your view to a single subsidiary to run some reports. These preferences are available on the Restrict View subtab of the Set Preferences page. For information, see Restrict Your Subsidiary View.

The following table describes reporting preferences available on the Set Preferences page's Analytics subtab. This subtab also includes search preferences that are not included in the table.

In addition, reports respect time zone preferences set at Setup > Company > Preferences > General Preferences or Home > Set Preferences > General when calculating report date fields that include timestamps. Report results for these fields are based on company or user time zone, rather than system time zone.

Field	Description
Report by Period	Choose to report all reports, financial reports, or no reports by period. If you select Financials Only, the following financial reports are reported by period— Income Statements, Balance Sheets, Cash Flow Statement, Trial Balance Report, Income Graph, Expense Graph, and Net Worth Graph.
Show Reports in Grid
Customize Font on Financial Reports	Select this option if you want to change the font on your financial reports. When this option is selected, financial reports are displayed using the Arial font, but you can specify a different font by editing a report in the Financial Report Builder.
Print Company Logo	Check this box to include your company logo on all printed reports. For more information, see Adding a Logo to a Report. To include your company logo on all reports displayed on your screen, you also must enable the Display Report Title on Screen preference. To include your company logo only on selected onscreen reports, enable Print Company Logo, but do not enable the Display Report Title on Screen preference. Instead, click Options in each report's footer and enable Display Title .
Display Report Title on Screen	Check this box to display the report title, company name, and date or period range at the top of all reports displayed on your screen. Even when this preference is not enabled, this title information still prints on reports. To display report title information only on selected reports, do not enable this option. Instead, click Options in each report's footer and enable Display Title. To include your company logo as part of report title information, you also must enable the Print Company Logo preference. To display customization details as part of report title information, you also must enable the Display Report Description preference.
Display Report Description	Enable this preference to display customization details as part of report title information for all reports. These details are from the Description field in the More Options step of the Report Builder. To disable the display of customization details for selected reports, click Options in each report's footer and disable Print Description.
Default Bank Account	Select the bank account to use as the default account for the Bank Register listed on the Reports page and the Bank Balance snapshot on the Home page.
Calculate Forecasts as Weighted	Check this box to calculate forecasts as a weighted amount.
Show List When Only One Result	Check this box to show List When Only One Result.
Quick Search Uses Keywords	Check this box to use quick Search Uses Keywords.
Popup Search Uses Keywords	Check this box to use popup Search Uses Keywords.
Include Inactives in Global & Quick Search	Check this box to include Inactives in Global & Quick Search.
Popup Auto Suggest	Check this box to use the popup Auto Suggest.
Global Search Auto Suggest	Check this box to use Global Search Auto Suggest.
Global Search Sort by Name/Id	Check this box to use global Search Sort by Name/Id.
Global Search Customer Prefix Includes Leads and Prospects	Check this box to use Global Search Customer Prefix Includes Leads and Prospects.
PDF Page Orientation	Select landscape or portrait orientation for your PDF output when you export a report as a PDF.
PDF Font Size	Select a font size for the PDF output when you choose to export a report as a PDF.
CSV Export Character Encoding	Select between UTF-8, Windows 1252, and Shift_JIS character encoding.
KPI Scorecard With Period-Specific Consolidation Rates	Select the accounting period that provides the consolidation rates you would like to use in the KPI Scorecard report. For more information about consolidation rates, see Consolidated Exchange Rates.
Accounting Book	Select between the primary accounting book or a subsidiary’s accounting book.

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