In order to use the
same column option for a New Report the option to use Matrix Report will show
the similar information.
For this example the report will show Transaction by Item that are posted to a particle account. The same concept can be used for customized reports.
1. Navigate to Reports > New Report
2. Select Transactions
3. Metric = Amount
4. Check Matrix for format of the report
5. Component = Item
6. Field = Name (Grouped)
7. Column = Month
8. Click More Customization
9. In Edit Columns:
Add any other columns you would like to see (Eg. Item Description)
10. In Filters:
Transactions folder > Account (Line) > Select your account
11. Rename the Report in the Name field
12. Save
13. When viewing the report you can change the date range the range to be considered.
For this example the report will show Transaction by Item that are posted to a particle account. The same concept can be used for customized reports.
1. Navigate to Reports > New Report
2. Select Transactions
3. Metric = Amount
4. Check Matrix for format of the report
5. Component = Item
6. Field = Name (Grouped)
7. Column = Month
8. Click More Customization
9. In Edit Columns:
Add any other columns you would like to see (Eg. Item Description)
10. In Filters:
Transactions folder > Account (Line) > Select your account
11. Rename the Report in the Name field
12. Save
13. When viewing the report you can change the date range the range to be considered.
I'm trying to help add on to a report that shows daily sales. I want to add a column next to it that shows month to date sales. Is this possible in a NetSuite report? If so, how do I do that?
ReplyDeleteDid you ever figure this out?
DeleteI'm trying to set the column filter to be month instead of total. NetSuite defaults the column to total when running the report. How can I get it to be set as month? Thanks.
ReplyDelete