Tell me more about Use a financial report with a b...
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Tell me more about Use a financial report with a budget column: If you're dealing with financial data, you can try running a financial report that includes a budget column. This might allow you to pull the data by month and include the necessary filter values.
c
AI generated answer (using internal Slack threads):
In NetSuite, you can create a financial report that includes a budget column. This can be done by customizing the report and adding the 'Amount' field as a column. You can then select the 'Alternate Period Range Type' drop-down to 'relative to report date' which allows you to choose a prior period. This option isn't super flexible but it can sometimes provide the data you need. For reports that have the option, you can select 'Period' or 'Accounting Period' from the 'Column' filter drop-down at the bottom of the report. This will put the periods across the top of the report. This option is definitely available for Profit and Loss reports. However, displaying multiple budget versions on the same financial report is not possible in NetSuite. You can only select the budget version in the report filters, not in the Edit Columns section. If you want to look at Current Forecast vs. Budget side by side, you would need a third-party reporting tool. Some recommended options include Solution 7, Adaptive, Vena, or Satori Reporting. ****** 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: 0.83754921
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.833757579
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832980454
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