Reporting by Accounting Period in NetSuite

🚨 Do you need to organize and report data by accounting period in NetSuite? 🚨

This tutorial will guide you through configuring your NetSuite preferences to sort and filter financial reports by accounting period.

Step-by-Step Guide 📋

1. Access Preferences Settings 🖥️

• Navigate to Home > Set Preferences in the top-left corner of your dashboard.

2. Go to Analytics Tab 📊

• Click on the Analytics tab in the preferences menu.

3. Enable Report by Period ⚙️

• In the Reporting section, locate the option Report by Period.
• Select this option to sort and filter all reports by accounting period for better organization.

4. Filter Financial Reports by Period 📋

• After enabling the setting, financial reports will be sorted and filtered by the specified accounting periods.

5. Important Notes 📝

• Accounting Period Setup: Reports cannot display results until accounting periods for the entire fiscal year are fully set up.
• NetSuite OneWorld: For OneWorld accounts, subsidiary fiscal calendars determine the date ranges for periods in reports.
• Organizing KPIs: To organize KPIs and scorecard data by period, check the Use Period option on the scorecard record.

Congratulations! 🎊 You’ve successfully organized and enabled reporting by accounting period in NetSuite. 🌟🎉

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