ANS-0601 · FINANCIAL REPORTING

How to Identify the Original Type of a Custom NetSuite Report

NetSuite users can quickly determine the base type of any custom saved report by navigating to the 'All Saved Reports' page.

Short answer

To identify a custom report's original type in NetSuite, navigate to Reports > Saved Reports > All Saved Reports. The 'Report Type' column on this page displays the foundational report template from which each custom report was created, providing clarity on its data source and structure.

Scenario

NetSuite users often create custom reports based on existing standard report types. When reviewing or modifying these custom reports, it can be challenging to recall or determine their original base type. Understanding the foundational report type is crucial for proper analysis, modification, and troubleshooting of custom reports.

Solution

To determine the original type of a custom report in NetSuite, follow these steps:

  1. Navigate to Reports > Saved Reports > All Saved Reports.

  2. Locate the "Report Type" column within the list of saved reports. This column explicitly displays the original report template used to create each custom report.

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