Filtering Data on Reports

On the Filters page in the Report Builder, or Financial Report Builder (for financial statements), you can choose filtering options to narrow your report data. You can include some filters as dropdown menus in the report footer, so users can change them while viewing the report. You can set up your own custom filters or select from a list of predefined filters. Pre-defined filters include Show Zeros and Web Store Sales Only. For a complete list, see Predefined Report Filters.

When you add multiple filters to a report, NetSuite shows only transactions that meet all the criteria. For example, enter these three filters: Date equals 10/23/2001, Sales Territory equals Southeast and Transaction Type equals Invoice. NetSuite translates your filters as follows: Date equals 10/23/2001 and Sales Territory equals Southeast and Transaction Type equals Invoice. Only transactions that match all three criteria appear on your report.

The Report Builder and Financial Report Builder let you define filters based on primary key fields for components and their subcomponents.

For more details, see the following:

For tips for working with report date range filters, see Customizing Report Date Range Filters .

Important:

For financial statements, use the Filters page in the Financial Report Builder to define filters. For more information, see Financial Report Builder Filters Page. You'll probably use section criteria more often to filter financial statement data. By default, section data is filtered by account type. In the Financial Report Builder, you can add filters by class, department, location, and if you're using NetSuite OneWorld, subsidiary. See Financial Statement Sections.

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