Report Footer Options

The following options are available on footer reports. Options are available for all general reports unless otherwise stated. (Options are listed in alphabetical order, not in the order in which they appear in the footer.)

• Account

• Age As Of

• As of

• Budget Category

• Class

• Collapse

• Column

• Customer

• Customize

• Date

• Department

• Duration

• End Of

• Expand

• Export

• Find

• From and To

• Graph

• Interval (days)

• Is Recognized

• Item

• Location (financial statement reports)

• Location (inventory reports)

• Option

• Period

• Print

• Refresh

• Schedule

• Site

• Statement Date

• Subsidiary

• Subsidiary Context

Account

Available for account reconciliation reports.

Select the account on which to base the report.

Age As Of

An Aging Options button on the footer provides options for aging reports.

Click the Aging Options button, and a box opens with options for aging.

When you click the Age As Of dropdown arrow, a list of selectors appear.

You can use Quick Filters to filter selectors by Period, Quarter, or Year. For example, if you select the Quick Filter of Year, the list includes only selectors containing the word Year.

You can type into the search field a selector’s value and filter selectors so that only selectors that match the search will appear. In the following screenshots, the selectors are filtered by the search term fiscal.

You can make a selector a favorite by putting a star next to the selector. Selectors with stars appear under Favorites, making them more accessible.

As of

Available for aging, balance sheet, deferred expense, deferred revenue, and open transaction reports.

This field automatically fills with the last date in the range you selected in the Date field. You can also enter a custom date. The report show transactions up to and including those entered on this date.

If you use accounting periods, the As of field is replaced by From and To fields in some reports.

Budget Category

Available for budget reports, if Multiple Budgets feature is enabled.

If you have defined categories for budgets at Setup > Accounting > Setup Tasks > Accounting Lists, select a budget category to see income and expenses for only that budget category.

Class

Available for financial statement reports, if Classes feature enabled.

Select one or more classes to see account data only for those classes. For selecting multiple values see Selecting Values for a Multi-Select Option.

With NetSuite OneWorld, available classes are limited by any subsidiary restrictions for the user.

You can define class values to filter individual financial sections' data on the Financial Report Builder Edit Layout Page. See Financial Statement Sections.

Collapse

Click this button to view only the top levels of the report.

This setting is saved, so you do not need to reclick this button each time you view the report. Also, this setting is maintained when you print the report, email the report, schedule the report, and export the report to Microsoft Word or Adobe PDF.

Column

Choose to transform a report into a matrix, or crosstab, report by selecting a column dimension other than Total in this field.

Available column dimensions vary by type of report and enabled features, and may include Class, Department, Location and time ranges, such as week, month, period.

The matrix-style report displays data either in separate columns for each dimension value, or in a hierarchical manner, with child values grouped under parent values within the same columns. To display data hierarchically, select a (Hierarchy) option.

For more information, see Adding Matrix Columns to Reports.

Customer

Available for financial statement reports.

Select one or more customers to see account data only for those customers. For selecting multiple values see Selecting Values for a Multi-Select Option.

Customize

Click Customize to:

• Create and save a custom version of a report.

• Define filtering and sorting options.

• Enter a custom title and description for the report.

• Select, order, and rename the columns that appear on your report.

For more information, see Financial Report Builder (for financial statements) or Report Customization (for other reports).

Date

Select the date range for the information you want to show on the report. The date range you select will be reflected in the From and To fields or the last date of the range is reflected in the As Of field.

If you enter a different range in the From and To fields, the date field automatically shows custom.

For more information, see Choosing a Date or Period Range for a Report.

Department

Available for financial statement reports, if Departments feature is enabled.

Select one or more departments to see account data only for those departments. For selecting multiple values see Selecting Values for a Multi-Select Option.

With NetSuite OneWorld, available departments are limited by any subsidiary restrictions for the user.

You can define department values to filter individual financial sections' data on the Financial Report Builder Edit Layout Page. See Financial Statement Sections.

Duration

Available for aging reports.

Choose the maximum number of past due days to show on the report.

The report will display a column showing the amounts you owe that have aged past this date.

Email

Click this button to email the report. See Emailing a Report.

End Of

Available for aging, balance sheet, deferred expense, and deferred revenue reports.

Select a date range for the information you want to show in the report. The last date of the range you select is reflected in the As of field.

Expand

Click this button to view all top and sublevels of the report.

This setting is saved, so you do not need to reclick this button each time you view the report. Also, this setting is maintained when you print the report, email the report, schedule the report, and export the report to Microsoft Word or Adobe PDF.

Export

Click this button to export the report. See Exporting a Report.

Find

Enter a keyword in the Find field and click Tab to locate the keyword. Use Next and Prev buttons to browse the search results. Each instance of the keyword will appear highlighted.

From and To

Enter a date range in the From and To fields for information to show on the report. The report show transactions up to and including the date in the To field.

If you selected a predefined date range or accounting period, the range you selected is reflected in the From and To fields.

Graph

Click this button to display a graph of current report results. See Graphing a Report.

Interval (days)

Available for aging reports.

Choose how many days to include in each aging period.

The most common aging periods are up to 30 days, 31 to 60 days, 61 to 90 days and more than 90 days.

Is Recognized

Available for revenue recognition and amortization reports.

Check this box to filter the report to show only amounts that have been recognized by a manual entry.

Item

Available for financial statement reports.

Select one or more items to see account data only for those items. For selecting multiple values see Selecting Values for a Multi-Select Option.

Location (financial statement reports)

Available for financial statement reports, if Locations feature is enabled.

• Select one or more locations to see account data only for those locations. For selecting multiple values see Selecting Values for a Multi-Select Option.

• With NetSuite OneWorld, available locations are limited by any subsidiary restrictions for the user.

• Note:

  Inactive locations are available to provide historical reporting and avoid unbalanced totals.

• You can define location values to filter individual financial sections' data on the Financial Report Builder Edit Layout Page. See Financial Statement Sections.

Location (inventory reports)

Available for inventory reports, if Multi-Location Inventory feature enabled.

• Select the name of the location you want to view activity for. The location name will be added to the header of the report.

• If you select All, the report will show totals for each location and sublocation.

• If you select Total Only, the report will show a combined total for all locations.

Option

Expand the Options button to access the following:

• View - Choose to view your report in Report–Plain or Report–Grid format. (For an example, see To Add Grid Lines to Your Report.)

• Expand Level - Select the level of hierarchy you want to view on the report:

  • System Preference. This option is only available for Financial Reports. If you select System Preference, it defaults as the value in the Display dropdown list of Financial Report Builder.

  • Collapse All. View only the top levels of the report.

  • Levels 1-3. Choose to view the top level plus an additional one, two or three levels of the report.

  • Expand All. View all the top and sublevels of the report.

  This expand/collapse setting is saved, so you do not need to repeat this selection each time you view the report. Also, this setting is maintained when you print the report, email the report, schedule the report, and export the report to Microsoft Word or Adobe PDF.

• Display Title - Check this box to add a header to your report that includes the company name, report title and the date or period range selected. This box is checked by default. If you clear this box, the header still appears on the printed report even though it is hidden on your screen. Note that hiding the report title makes more report data appear on the page. (The title is not displayed when the report is exported to Excel or PDF.)

• Show drill-down balloons - Check this box if you want to view balloons containing text describing the record or transaction you can view should you click on the reporting data. For example, if you hover over the name of a customer, a balloon appears that says View Customer Record. Clicking the customer's name opens that customer's record.

Period

Available for reports for which accounting periods are used, such as financial statements.

Select the accounting period for the transactions you want to show on the report. The period range you select is reflected in the From and To fields.

If you select a period at the beginning or end of the accounting periods that are set up for your company, you may receive warnings. These warnings occur when the report uses calculations that depend on undefined periods.

Print

Click Print to print the report. See Printing a Report.

Refresh

Click Refresh after making selections from footer options, to view their effect on report results.

Schedule

Click Schedule to schedule the report. See Scheduling a Report.

Site

Available for Web presence reports.

Select one or more sites to see activity only for those Web sites. For selecting multiple values see Selecting Values for a Multi-Select Option.

Statement Date

Available for account reconciliation reports.

Specify the date on the reconciled bank statement.

Subsidiary

Available for budget reports in accounts using NetSuite OneWorld.

If you use NetSuite OneWorld, select one or more subsidiaries for which you want to display data.

Subsidiary Context

Available for most reports in accounts using NetSuite OneWorld.

If you use NetSuite OneWorld, select the subsidiary data you want to display on the report. If a report can show consolidated information, the Subsidiary Context field in the footer of the report includes options appended with (Consolidated).

Selecting a subsidiary context on a report causes the following:

• The report is filtered to show only data from the subsidiary you select, or in the case of consolidated subsidiaries, to show data for all child subsidiaries of the consolidated parent subsidiary.

• The currency amounts show in the base currency of the selected subsidiary. Consolidated rates are used if the subsidiaries shown on the report have different base currencies. For more information, see Consolidated Reporting in OneWorld.

• If you are viewing a financial statement, the layout associated with the selected subsidiary is applied to the report. For more information, see Subsidiary-Specific Financial Layouts.

If your view is restricted to a subsidiary, the Subsidiary Context field is only visible for financial reports. For more information, see Subsidiary Context for Reports. For more information about views restricted by subsidiary, see Restrict Your Subsidiary View.

General Notices