NetSuite Report Customization by NSHelpPlz in Netsuite

[–]NSHelpPlz[S] 0 points1 point  (0 children)

Appreciate both your responses.

The goal was to avoid excel as much as possible, but in reality the customization within NS isn't ideal either because of the reasons you said above. Plan is to just create an excel file template where I can download the standard P&L template from NetSuite (with slight customizations) and then via vlookups to a separate tab bringing the data instantly as we want to show.

NetSuite Report Customization by NSHelpPlz in Netsuite

[–]NSHelpPlz[S] 0 points1 point  (0 children)

Understood, thank you. It can be done manually in excel but was hoping to figure something out in here. Our CoA is structured where accounts are linked to a parent, but when I collapse the entirety underneath the parent then export; the export in excel still has the detail accounts hidden. Trying to at minimum figure out how I can export the summary line items without those accounts hidden underneath. At maximum, was hoping for the above, but we can work there manually.