ANS-1008 · FINANCIAL REPORTING
How to Enable Custom Drill-Down Detail Reports for NetSuite Custom Summary Reports
Learn how to link a custom detail report to a custom summary report in NetSuite, enhancing data analysis capabilities.
Short answer
NetSuite allows users to specify a custom drill-down detail report for custom summary reports that originate from a standard report. This option is accessible within the 'More Options' section of the summary report. However, this functionality is not available for reports created entirely from scratch via the New Report page.
Scenario
NetSuite users often require more granular data when reviewing custom summary reports. The challenge arises when attempting to link a specific custom detail report to a custom summary report to provide enhanced drill-down capabilities, particularly when the summary report was built from an existing standard report.
Solution
To specify a custom drill-down detail report for a custom summary report in NetSuite, follow these guidelines:
Ensure the custom summary report was created by customizing an existing standard NetSuite report. This functionality is not available for reports built from scratch using the 'New Report' page.
Navigate to the custom summary report.
Locate the 'More Options' section within the report interface.
Within 'More Options', you will find the setting to specify your desired custom detail drill-down report.For further detailed instructions, consult the NetSuite Help Center and search for 'Enabling Drill Down to a Custom Detail Report'.
Expert NetSuite Support
Need help with this NetSuite issue?
Financial Reporting consulting and configuration support