The Report Builder lets you customize your current reports by adding columns and filters to organize your data. To customize a report, click “Customize” at the bottom left of your report. This will bring you to the Report Builder page.
The Report Builder contains 4 different sections – Edit Columns, Filters, Sorting, and More Options. The name will default to “Custom” + the report name, so it is best practice to rename the customized report.
Adding New Columns
On the left-hand side of the page, you will see fields that are able to be added to the report. Click the fields that you want to add to the report, and they will automatically display in the “Report Preview” section. You can also add formula fields to your reports. These formulas are pre-defined, so you are unable to create your own sql formulas. If you need to create a custom formula, you may want to use a saved search instead.
The Report Preview will show you the order that the columns will display. You can add, move, or remove columns that you do not need.
The “Group with Previous Column” will let you group fields together and display them in a hierarchical structure. In this example, you can group the Item Name field with the Item Type field. In the report, it will show each Item Type (Inventory, Non-Inventory) with all the items below it.
For fields that contain numeric data, you have additional column settings. You can drop decimals, divide by 1000, change how negative numbers display, and add totals to the columns.
On the filters tab, you can add and remove filters from the report. These filters will show at the bottom of your report and will allow you to filter your data.
Click the fields on the left to add them as a filter and then select the values that you want to filter on. If you want this filter to display at the bottom of the report, check “Yes” for “Show in Filter Region”. If you do not have this checked, the filter will still be applied but it will not show in the filter region.
In this example, subsidiary shows in the filters so users can click the dropdown to run this report for different subsidiaries. The Account filter does not show at the bottom of the report but still restricts this report to include transactions that post to those three AP accounts.
Sorting
The Sorting tab works like the Filters tab. You can select the fields that you want to sort your data on. The first field in the list will be sorted on first, followed by the second, and so on. In this example, the report will be sorted by date and then alphabetically by the vendor names.
More Options
The More Options tab allows you to access additional settings and specify the users who can view the report.
- Show on Reports Page: checking this box will display this report under Reports > Saved Reports
- Allow Web Query: this box will enable this report to be used for an Excel Web Query. This setting allows anyone who can access the report to export it and refresh the data within Microsoft Excel. Web Queries also enable users to share report data with people who do not have access to NetSuite. They can login to the Excel file with a specified NetSuite username and password and refresh the data anytime outside of the system.
- Show Currency Symbol: this checkbox will show dollar signs or the respective currency symbols next to all amounts
- Drill Down Report: the detail report is what will display when a user clicks on a row in the report. It will show the details of the transaction or underlying report.
