How can I set default Aging Options on a NetSuite ...
# ask-stanley-ai
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How can I set default Aging Options on a NetSuite report so that when other users open it, they see the selected aging settings by default?
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AI generated answer (using internal Slack threads):
****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To set default Aging Options on a NetSuite report so that when other users open it, they see the selected aging settings by default, you would need to save the report with the desired settings. However, it's important to note that NetSuite does not provide a direct way to set default aging options on reports. Here's a workaround that might help: 1. Open the report you want to set the default aging options for. 2. Set the aging options as per your requirement. 3. Save the report with a unique name. 4. Share the saved report with the users who need to access it. When the users open the saved report, they should see the aging options you set. Please note that each user's individual dashboard settings and preferences can affect the results of the report. For example, the 'report by period' setting under 'set preferences / analytics' should typically be set as 'all reports' to ensure consistent results. Also, keep in mind that some reports, like the Inventory Aging Report, are not available by default in NetSuite but can be created using a saved search. For more complex reporting needs, you might consider creating a transaction saved search with the desired filters and porting the results to a custom advanced PDF template. This provides more flexible formatting and design options than standard reports. Formulas for AR aging can be found in SuiteAnswers.
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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