Hi All - I’m building a report in the Netsuite Rep...
# generald
Dan Villano
08/22/2022, 5:38 PMHi All - I’m building a report in the Netsuite Report Builder and I’m having trouble using the grouping feature. Is there any way to add additional fields to this drop-down:
b
Boris Barrera
08/22/2022, 6:49 PMThose grouping options are set. What option are you wanting to group by?
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Dan Villano
08/22/2022, 6:50 PMEither “none” or a custom field called expense category
Dan Villano
08/22/2022, 6:51 PMCurrently I use “item” which is blank for 99% of transactions, but it can cause a problem from time to time if I have a contra-expense that is derived from an invoice
Dan Villano
08/22/2022, 6:52 PMFrankly I'm really frustrated with the report builder.
r
RJMNS
08/22/2022, 11:17 PMBy the screenshot I'm guessing you're building a financial report or modifying an existing one? Those don't translate well to saved searches, but for any other type of report than Financial (on the off chance you're not building a financial report), I would start with a saved search and only switch to a report when I find something the Saved Search can't handle.
The only time I really see reports "win" over saved searches is when you need to run something "as of" a certain date like an Aging report. Saved Searches can't really do that, but in nearly all other instances, I'd use Saved Searches.