How to create financial pnl report by customer co...
# ask-stanley-ai
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How to create financial pnl report by customer column
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AI generated answer (using internal Slack threads):
To create a financial Profit and Loss (PnL) report by customer column in NetSuite, you can follow these steps: 1. Navigate to Reports > Financial > Income Statement. 2. Click on the "Customize" button to open the report builder. 3. In the "Rows" section, select "Customer" from the drop-down list. 4. In the "Columns" section, select "Accounting Period" or "Period" from the drop-down list. This will put the periods across the top of the report. 5. Click on "Save As" to save your customized report. If you need more flexibility or specific columns that are not available in the standard report builder, you might consider using a Saved Search or NetSuite Analytics (Workbooks). However, please note that not all fields or options might be available in these tools. For example, in a Saved Search, you can add your custom field as a result column and then pivot the data in Excel or another external tool. In Workbooks, you can create more complex reports, but it might not be possible to build an income statement with them. Remember, if you need to create a column that represents the sum of all transactions from day one (like an "Ending Balance" for a Balance Sheet), you would need to manually calculate this, as there is no such field available in NetSuite. ****** 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: 0.809997618
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807556212
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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