Choosing a Date or Period Range for a Report

When you run a NetSuite report, you can filter its data to show only transactions that fall within a predefined date or period range, or define a custom range.

Date, From, and To dropdown lists display in the footer of most report results pages. When you make a selection from the Date dropdown list, From and To values are populated automatically. You can also choose (Custom) in the Date field and enter From and To dates manually.

Example of choosing the date range for a report.

For certain types of reports, End Of and As Of fields replace the Date, From and To fields, or both, to fit better in the context of reports.

For reports that use accounting periods, a Period field is available instead of a Date field. You can define which reports use periods by setting the Report by Period at Home > Set Preferences, on the Analytics subtab. Possible settings are All Reports, Financials Only, and Never. The Financials Only setting gives you the ability to display financial statement data by accounting period and at the same time enables you to set other date ranges for other types of reports.

For tables of available date ranges and periods for reports, see the following:

You can customize a report to compare values across multiple time periods by adding multiple columns for the same field and setting up an alternate date range for each column. See Adding Time-Based Comparison Columns to Reports.

The Period field contains options which indicate a specific period range. The End of field will not be renamed when accounting periods are used.

To select date options for your report:

  1. Click the Reports tab.

  2. On the Reports page, click the name of the report you want to view.

  3. When the report opens, select a date option in the Date, End of, or Period field.

  4. Click Refresh.

Note:

When viewing a report filtered to show data for a specific date/period range, the report may show different data depending on the time zone in which the data was entered. Reports respect time zone preferences set at Setup > Company > Preferences > General Preferences or Home > Set Preferences > General when calculating report date fields that include timestamps. Report results for these fields are based on company or user time zone, rather than system time zone.

Related Topics

General Notices