Reports allow you to review pending and completed approvals, detect potential fraud and generate customised reports tailored to your organisation’s specific needs.
This is how you access the reporting function
In the main menu, select your Organisation. Under Reports, open a high-level (Request reports) or item-level report (Line Item reports):
Here, you also have the option to create your own report with filters that reflect your particular needs.
This is how you set up a custom NetSuite report
Click on the NEW REPORT button on the Reports page:
Select the request type(s) for which you want to create a report and click on NEXT:
Specify the required report filters, then click on NEXT:
Activate the checkbox next to each column you want to be visible in the report, then click on NEXT:
Lastly, name your report and then click on CREATE:
The following options are available - you can:
Rename the report
Export the report to a CSV file
Print the report
Delete the report
Copy the report (i.e. save it as a new report)
Edit the report
Sort the information in the columns (hover over the respective column and click on the arrow):
Move columns (via drag and drop)
Download the audit report archive for all requests
Download the attachment archive for all requests
To apply the choices you made for the report, click on SAVE.
Important note: Reports are only available to users with the Administrator or Auditor role.
Learn more about how you can assign a new role to a user here.