ANS-1889 · ROLES, PERMISSIONS & SECURITY
How to Enable Income Statement Permission and KPI Visibility in NetSuite
Ensure proper access to financial reports and key performance indicators by correctly configuring the Income Statement permission in NetSuite roles.
Short answer
To resolve missing Income Statement access and KPI visibility, verify the Report Type for Income Statement layouts under Reports-Financial-Financial Row Layouts is set to 'Income Statement'. Then, navigate to the relevant role, locate the 'Income Statement' permission under Reports, and set its level to 'View'. This configuration ensures both report access and the display of the Income KPI.
Scenario
Users may encounter situations where they cannot access the Income Statement report or view the associated Income KPI within NetSuite. This often occurs despite expectations that the necessary permissions are in place. Investigation reveals discrepancies in either the financial row layout classification or the specific permission assigned to the user's role.
Solution
To resolve issues with Income Statement access and KPI visibility, follow these steps:
Verify Financial Row Layout Configuration:
- Navigate to Reports-Financial-Financial Row Layouts.
- Confirm that the 'Report Type' for Income Statement layouts is set to Income Statement. Discrepancies, such as layouts being unexpectedly classified as Profit & Loss, can impact how permissions are recognized.
Adjust Role Permissions:
- Access the relevant user role.
- Under the Reports subtab, locate the Income Statement permission.
- Set the permission level for Income Statement to View.This configuration ensures that users assigned to the role gain access to the Income Statement report and that the associated Income KPI becomes visible.
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