Where can I find the reporting function? (NetSuite)

In the main menu select your Organisation and open "Reports" section:

Here, you also have the option to create your own report with filters that reflect your particular needs.

This is how you set up your own NetSuite report:

1. Click on the "NEW REPORT" button on the "Reports" page.
   
   
2. In step 1, select the request type(s) for which you want to create a report and click on "NEXT":
   
   
3. In step 2, specify the required report filters and then click on "NEXT":
   
   
4. In step 3, activate the checkbox next to each column you want to be visible in the report and then click on "NEXT":
   
   
5. In the last step, name your report by filling in the field "Report name" and then click on "CREATE":
   
   

The following options are available:

• Rename the report
  
• Export to a CSV file 
  
• Print the report 
  
• Schedule 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 the "SAVE" button.

Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.

* If you are interested in enabling this functionality for your ApprovalMax Organisation, please contact us.

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