NetSuite Report is it possible to see the column month by de NetSuite Professionals #general

NetSuite Report - is it possible to see the column...

Maximiliano

07/09/2023, 12:56 PM

NetSuite Report - is it possible to see the column 'month' by default when a report is loaded rather than user having to go to the column filter and amend to month each time? I don't think alternative date range can give you last 12 months so the only way to run is to choose date range 12 months and then column month for it to appear... Alternatively if anyone has a formula on how a saved search can give similar results as 12 columns then happy to explore that as well..

David B

07/09/2023, 9:59 PM

don't know that you can persist the selection of a report's "column" filter You can definitely do month-columns in a saved search. Think there was a thread here recently, let me see if I can find it quickly

David B

07/09/2023, 10:06 PM

actually, it's pretty straight forward. Something like (untested):

DECODE(MONTHS_BETWEEN({today},{date}),12,{amount})

(then repeat for 11, 10, 9...)

David B

07/09/2023, 10:07 PM

I think

MONTHS_BETWEEN

produces an absolute value, so no worries about the order of the date fields. One limitation is that the month columns are relative to today, so you can use an "available" search filter to select, for example, previous year also

{amount}

could be whatever you want

David B

07/09/2023, 10:14 PM

and, ofc, this would have to be a summary search for your purposes

Annabel

07/10/2023, 8:17 AM

You should be able to preset Month as column on a matrix report :)

David B

07/10/2023, 8:56 PM

I would've thought so too, but wasn't able with a cursory try. Please let us know how if you're able simple smile

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