ANS-1356 · FINANCIAL REPORTING
How to Access the Correct Report Builder for NetSuite Financial Reports?
Users can ensure proper modification of NetSuite financial reports by accessing the correct report builder through the 'Customize' button after running the report.
Short answer
To edit a NetSuite Financial Report using the correct report builder, do not use the 'Edit' option from Global Search. Instead, first run the desired financial report. Once the report is displayed, locate and click the 'Customize' button. This action will direct you to the modern, financial report builder, allowing for proper modifications.
Scenario
When attempting to modify a NetSuite Financial Report, users may encounter an outdated report editor. Initiating the edit process directly from the Global Search for financial reports often links to an older, non-financial report builder. This prevents access to the modern customization tools required for proper report configuration.
Solution
To access the correct report builder for NetSuite Financial Reports and ensure proper customization, follow these steps:
Avoid using the 'Edit' option for a Financial Report directly from the Global Search, as this will lead to an outdated, non-financial report builder.
Navigate to and run the specific financial report that requires modification.
After the report has loaded and is displayed, click the 'Customize' button. This action will open the correct, modern financial report builder, enabling accurate and comprehensive modifications.
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