Can I add filters under Period, Quarter or Year to...
# ask-stanley-ai
m
Can I add filters under Period, Quarter or Year to be used when customizing reports or performing saved searches?
c
AI generated answer (using internal Slack threads):
Yes, you can add filters under Period, Quarter, or Year when customizing reports or performing saved searches in NetSuite. However, there are some limitations and workarounds to consider: 1. For Saved Searches: You can set the Period in the criteria section. There's a dynamic dropdown and just to the right of that box, there's a second dropdown box to select a specific period. If you need a custom range in a saved search (e.g., Feb 2024 through April 2024), you have to do that via expression criteria. For example, Period = Feb 2024 OR Period = Mar 2024 OR Period = April 2024. Unfortunately, dynamic period ranges are a limitation of saved searches. You have to build it using expression logic. 2. For Financial Reports: You can add a filter and adjust it. When setting up the filter, check the box to show up in the filter region. After you run the report, click 'more' at the bottom of the report to get the filters to show up. You can also set the filter without selection so it defaults that way when the report runs. Please note that these methods may not allow you to enter or search for a specific period like "Dec 2018" directly. You may need to use SuiteAnalytics Workbook for more complex or dynamic period ranges. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850380659
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.850253522
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842921078
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