1. SuiteAnalytics
  2. Reports
  3. Working with Report Results
  4. Navigating a Report

Navigating a Report

When viewing reports in NetSuite, the report layout includes a title, body, footer, and navigation sections.

Report Navigation Options

  • As you scroll through report data, each row is highlighted as you hover over it.

  • Report sections are expandable and collapsible to provide different views of data.

    • You can use the [+] and [-] buttons in the body, or the Expand and Collapse buttons in the footer of a report to control the levels of data shown on a report.

    • When you go through an expanded section, an arrow shows the link between the selected row and its heading so you don't lose your place.

  • You can quickly shift between summary and detail versions of a report by clicking the navigation links available next to report titles.

    • If you are in a summary report, click View Detail to shift to the detail report.

    • If you are in a detail report, click View Summary to shift to the summary report.

Important:

By default, clicking View Detail on a custom summary report drills down to the standard detail report, not to a custom detail report with the same data.

  • You can select an individual row of data to drill down to the specific related record. For more information, see Drilling Down to Records or Transactions.

  • A Find field in the bottom right area of the report page lets you quickly locate specific data. Enter keywords, then press Return or click Next to find a matching row. Use the Next and Prev buttons to locate other matching rows.

  • Lengthy reports include a navigation pane at their far right, with markers for top level report information.

    • You can view the navigation pane expanded or collapsed. By default, the pane is collapsed, displaying markers at the level of each section heading. When you hover over a marker, the section name is displayed.

    • Click the Report icon button to expand the pane so that it displays section names.

    • Click a marker to expand and highlight the corresponding report section.

    • For more information, see Using the Report Navigation Pane.

  • For accounts in supported locations and for users whose language preference is set to English, in some reports you can click the Generate Insights icon Generate insights icon to summarize your report results using generative AI. For more information, see Narrative Insights Overview.

Note:

You can also use Page Up, Page Down, Home, End, or your browser's scrollbar to jump to specific data in your report.

Related Topics

General Notices