Report Customization Permission

You can customize reports only if you have the Report Customization permission. You'll find this permission on the Reports subtab under the Permissions subtab of the role definition page. Without this permission, you won't see Customize links appear on the reports that you view. You have this permission if it's assigned to your role or, if Global Permissions are enabled, directly to your employee record. To learn which standard roles have this permission, see Standard Roles Permissions Table. To learn how administrators can assign a global permission, see Using the Global Permissions Feature.

The Report Customization permission applies only to reports that you can access. You can't customize reports that you can't run.

Each NetSuite permission can have one of the following access levels for a role or employee: VIEW, CREATE, EDIT, or FULL. If the permission isn't assigned, the role or employee has an access level of NONE for that permission. For information about what these access levels mean generally, see NetSuite Permissions Overview.

For the Report Customization permission, access levels work as follows:

• NONE – Customize links are not available for reports.

• VIEW – Customize links are available but return errors when clicked.

• CREATE – Customize links are available, and display the Report Builder when clicked. Customized reports cannot be previewed, run, or saved.

• EDIT – Customize links are available, and display the Report Builder when clicked. Users can customize, preview, run, and save reports.

• FULL – Customize links are available, and display the Report Builder when clicked. Users can customize, preview, run, and save reports.

You should assign the FULL level when assigning the Report Customization permission.

Note:

Use the Financial Report Builder to customize financial statements. Use the Report Builder to customize all other reports. For more information, see Financial Report Builder.

Related Topics

• Report Customization
• Report Builder Interface
• Adding, Removing, or Reordering Report Columns
• Formatting Numbers on Reports
• Filtering Data on Reports
• Sorting Data on Reports
• Setting Additional Options for Custom Reports
• Arranging Data on Summary Reports
• Setting Up Cash Basis Reporting
• Sharing Custom Reports with Other Users
• Exporting a Saved Report as an Excel Web Query
• Example Report Format Changes
• Saving a Custom Report
• Deleting a Custom Report

General Notices