Filters in Country-Specific Reports

Filters provide different ways of arranging data displayed in your report.

The following filters will be added to your reports by default (so you do not have to set them up):

• Accounting Book -This filter will be automatically added to all reports created by the Country-Specific Reports SuiteApp if the Multi-Book Accounting feature is active in your NetSuite account. See Multi-Book Accounting Overview chapter for more information.

  This filter enables you to use different accounting books (provided by the Multi-Book Accounting feature) in your reports. The content of this filter is affected by your current NetSuite role. By default, users only have access to the Primary Accounting Book. To learn more about granting your role a permission to access other secondary accounting books, see Roles and Data Access for Multi-Book Accounting.

  Also, the Accounting Book filter is linked to the Subsidiary Context filter (see below). If you select a certain accounting book from this menu, it can affect the list of available subsidiaries, because only subsidiaries associated with the selected book (and which the current user's role is allowed to access) will be displayed. If you select an accounting book assigned to a specific subsidiary only, but your current NetSuite role does not allow you to access this subsidiary, an error message will be displayed. You will be prompted to choose a different accounting book or to change your NetSuite role.

  Important:

  If a user doesn't have the access to Parent Company but only to one of its subsidiaries, the Parent Company (Context) option will be displayed in this menu.

  If a user doesn't have the access to Parent Company but only to multiple subsidiaries, the Parent Company (Consolidated) option will be displayed in this menu (yet the behavior remains the same as in the previous case).

  For more information, see Subsidiary Context for Reports.

• Subsidiary Context – This filter will be automatically added to all reports created by the Country-Specific Reports SuiteApp if you are using NetSuite OneWorld account. See Introduction to NetSuite OneWorld chapter for more information.

  The default value of this filter is based on the current user. That is, if you display any report created by the Country-Specific Reports SuiteApp, you will see the data for the subsidiary set in your own Employee record (without consolidation).

The following filters are optional, so you must add them to your reports manually:

• List of Accounts – Adds the Show individual accounts box to your report. Checking this box enables you to see an expanded view of your report with the list of individual accounts and their balances under each section.

  This filter will only work if you have added the List of accounts macro to the beginning of the selected report’s HTML/XML template. In the template, this macro must also be called for every variable for which you would like to see the list of accounts. To learn more about this macro and its usage, see List of Accounts in Country-Specific Reports.

  Note:

  If you check the Show individual accounts box, your report data may use two different accounting contexts at one time. All values and balances will be calculated based on the accounting context set for this specific report. However, the names and numbers of displayed accounts will be taken from the accounting context indicated at Home > Set Preferences on the Localization subtab.

  Note:

  Inactive accounts do not appear in the lists of accounts. In cases where you have a two-column layout where the second column displays the comparative data from the previous period, accounts active in one of the periods and inactive in the other period will still be listed.

• Period From / To – Enables you to display data from the specified period. If you choose to add this filter, you will not be allowed to use the Period To filter in the same report.

• Period To – Enables you to set the period end and to display data from the previous time. If you choose to add this filter, you will not be allowed to use the Period From / To filter in the same report.

General Notices