How can I create a matrix report?
The NetSuite standard reports show subtotals and totals by rows only. The following methods are available for you to create a matrix report, meaning a report that aggregates results both by rows and by columns.
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You can create an ad hoc report with a matrix format. Go to Reports > New Report, select a metric, and on the New Report page, select the Matrix format and a column to use as the matrix dimension. See Creating a New Report.
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You can add column subtotals to a standard report after you've run it. Run the report, select a dimension from the Column dropdown list in the footer of the report results page, and click Refresh. The report now includes extra subtotal columns.
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The data for the selected dimension can be displayed in separate columns for each dimension value, or in a hierarchical manner, with child values grouped under parent values within the same columns. To display data hierarchically, select a (Hierarchy) option from the Column dropdown list.
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The selected column dimension doesn't get saved with the report, so you must select it each time you run the report.
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When you customize a financial statement, you can add column subtotals that persist each time you run the report. On the Financial Report Builder Edit Columns page, select a dimension from the View Columns By dropdown list.
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The data for the selected dimension can be displayed in separate columns for each dimension value, or in a hierarchical manner, with child values grouped under parent values within the same columns. To display data hierarchically, select a (Hierarchy) option in the View Columns By dropdown list.
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After you save your customized financial statement, the selected column dimension is saved and will be included each time you run the report.
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See the following topics.