Navigating a Report

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

• 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.

• 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 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.

General Notices