ANS-1276 · FINANCIAL REPORTING

How to Adjust Data Date Ranges for NetSuite Scheduled Reports

NetSuite users can resolve discrepancies in report data dates by accessing specific customization options within the scheduled report settings.

Short answer

To correct incorrect dates in NetSuite scheduled reports, navigate to REPORTS - SCHEDULED REPORTS - REPORT SCHEDULES. Utilize the CUSTOMIZE link, which provides advanced options not found in the standard EDIT view, to precisely define and adjust the data range for the report, ensuring accurate date representation.

Scenario

Users may encounter situations where NetSuite scheduled reports are generated and emailed, but the data presented within these reports reflects an incorrect or unintended date range. This discrepancy can lead to inaccurate reporting and analysis, requiring an adjustment to the report's underlying data parameters.

Solution

To adjust the data date range for a NetSuite scheduled report:

  1. Navigate to REPORTS - SCHEDULED REPORTS - REPORT SCHEDULES.

  2. Locate the specific report schedule and click the CUSTOMIZE link positioned to the right. This CUSTOMIZE option provides features for modifying the data range that are not accessible through the standard EDIT view.

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