How can I filter report results by periods or dates, and what is the difference between the two?
NetSuite enables you to display and filter report results either by date range, or by accounting period, depending on your setting for the Report By Period user preference. If you filter by date range, report records are selected by transaction date. If you filter by period, report records are selected by posting period.
Note that the Report by Period user preference is not available unless the Accounting Periods feature is enabled in your account, on the Accounting subtab at Setup > Company > Enable Features.
To set the Report by Period preference:
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Go to Home > Set Preferences.
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Click the Reporting/Search subtab.
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Under Reporting, in the Report by Period field, select from the following options:
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All Reports - All reports will be run by posting period.
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Financials Only - Only financial reports can be run by period.
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Never - All reports will be run by transaction dates instead of posting periods.
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4. Click Save.
To filter report results by date or period:
You can use the following methods to filter report results by date or period:
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Run a report, and on the report results page, select a date range or period from footer dropdown lists. Available dropdown lists may include Date, Period, From and To, As Of, or others, depending on the type of report. This filtering is used only for the current instance of the report. See Setting Report Footer Options.
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Customize a report in the Report Builder or Financial Report Builder to modify its date or period filters. You can either choose a Customize menu option or click the Customize button on the report results page, then make changes on the Filters page. The filters you save on this page persist each time you run the report. See Filtering Data on Reports and Financial Report Builder Filters Page.
See the following topics.