How to Run Financial Reports by Date Instead of Accounting Period in NetSuite
Many organizations opt to run financial reports by fiscal period instead of transaction date, which is the default configuration in NetSuite. There are some instances where it is beneficial to view financial data by date instead, such as viewing the impact of a promotion on your income statement or your trial balance as of a specific day. In this video, I show how you can easily switch from period-based reporting to date-based reporting as a User Preference in NetSuite.
Reports Impacted by Financial Only Setting:
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My name is Sarah Emery and I am a "certi-fived" Oracle NetSuite ERP consultant and three-time SuiteWorld speaker with 12 years of experience. Prior to entering the world of implementing and consulting, I spent six years as a system administrator, where I developed my passion for NetSuite. Each week, I post quick videos to share some of the tips, tricks, and helpful hints that I've discovered over the years.
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