ANS-1671 · FINANCIAL REPORTING
How to Group NetSuite Reports by Parent Class and Sub-Class?
NetSuite users can achieve hierarchical grouping on reports by utilizing the "Class: Name Grouped" field instead of the standard "Class: Name" field.
Short answer
To group NetSuite reports by parent class and then by sub-class at the line level, replace the standard "Class: Name" field with "Class: Name Grouped" in the first column of the report. This specific field allows for the desired hierarchical display, ensuring data is organized by the parent class structure.
Scenario
A NetSuite user needs to generate a report that groups data first by a parent class, and then by its sub-classes. For example, with classes like "Certifications: CKYCA" and "Certifications: CAMS", the requirement is to group by "Certifications" and then by the specific sub-class. The standard "Parent Class" field is not directly available in the column fields list for this purpose, and dynamic hierarchy columns are not suitable for line-level grouping.
Solution
To achieve line-level grouping by parent class and then by sub-class on a NetSuite report, follow these steps:
Navigate to the desired report.
When configuring the report columns, instead of selecting
Class: Name, chooseClass: Name Groupedfor the first column.This selection will enable the report to display data grouped hierarchically, first by the parent class and then by the individual sub-classes, fulfilling the requirement for line-level grouping.
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