Reading a report

A report page shows the stored result of one SuiteQL query as a table. The author may have added charts and stat tiles around it. This page covers the table and the controls around it.

#How fresh the data is

A report shows a cached snapshot from its last run, not a live query. The top of the page says Updated 12 minutes ago, or Never run. A report that has never run starts its first run when you open it.

• Refresh asks for a new run now. A large report can take a minute or more. If you click again too soon, the app shows a "refreshed recently" message. This is a short cooldown, not an error.
• Full Refresh, in the gear menu, appears on reports set up for partial refresh. A partial run fetches only rows added or changed since the last run. A full run re-reads everything, and it is the only way a row deleted in NetSuite leaves the report. On such a report, the note beside the age says what the last run did, for example (partial: 12 added, 3 changed) or (full refresh).

A large result loads in parts. A progress bar shows the percentage, the rows received and the file count.

#The table

• Headers stay in view. A table taller than the screen scrolls inside its box, with the header pinned at the top.
• Wide tables have a second horizontal scrollbar above the header, in step with the one at the bottom, so you can scroll sideways without holding Shift.
• Click a column header to sort by it. Drag the edge of a header to change the column's width.
• Rows per page starts at the author's default, and you can change it for your session.
• Your filters are kept while the browser tab is open. Leave the report and come back, or reload the page, and the filters you set are there again. See Filters and the grain switch.
• Row numbers appear when the author turned them on, which helps when you discuss a particular line.
• The Totals row, when the author added one, is the last row. It totals the columns the author chose, each with its own function: sum, count, average, min or max. The app works out totals over all the filtered rows, not only the current page, so they do not change when you page through.

The count above the table, for example "Showing 42 of 1,203 rows", tells you whether a filter is narrowing the result.

#Column formats

The author gives each column a format, and the table displays values in that format:

Point at a number, an amount, a percentage or a date to see what the report holds: the hover box says, for example, Stored value: 30.77. Decimals, separators, negatives and date styles follow the account's settings and the column's own. See Formatting numbers, currencies, percentages and dates.

Some columns link to a NetSuite record, and their values show as links. A click opens the record in a new tab, so you keep your place. Other links open another report, as described in Drill-through.

#Full or compact numbers

Numbers, in the gear menu at the top of the page, switches how money and numbers read:

• Full: $9,809,607.48
• Compact: $9.81M, 1.5K
• Default follows what the author set for the page.

The table, the totals row, every chart, the stat tiles and a statement all follow the choice. The page opens on the author's default. Your browser keeps your own choice for that report.

#Exporting

1. Choose Export above the table.
2. Pick what to export and the format, CSV or Excel:
   • Current view exports the rows and columns on screen, after your filters and sorting.
   • All rows exports every row, ignoring filters.

Either way, the file holds the visible columns in their displayed order and is named after the report and the date. A CSV file holds the stored values. An Excel file keeps the stored numbers and shows amounts and percentages in their format, so a percentage reads in Excel as it reads on the page. When a report is grouped by quarter or year, the export contains the grouped rows.

#Printing, and downloading a PDF

The gear menu at the top of a report offers two ways.

1. Set the filters, the sort and Group by as you want them.
2. Click the gear icon.
3. Choose one of the two:
   • Print this page opens the browser's print window on the page as you see it: the charts, then the rows of the table page you are on. Pick Portrait or Landscape under it first. Your choice is kept in this browser.
   • Download as PDF asks the server for a PDF file, the document a scheduled email attaches. The gear reads Making the PDF…, then the browser saves the file, named after the report and the date.

The PDF holds the report's table with the column filters, the sort, the Group by and the Numbers style you had on screen. It does not hold the charts of the page.

To send the report by email on a schedule instead, choose Schedule an email in the gear menu. The entry shows when your role may schedule emails. See Scheduled emails.

#The gear menu, and what authors find in it

The gear icon at the top of a report page opens the page's other actions. Everyone finds Print this page, Download as PDF and Numbers there. Authors, and the roles that may schedule emails, find more:

While you edit the layout, Cancel and Save layout stand in the top bar, and the entries that leave the page or print it are greyed until you save or cancel. See Finding your way around for the menu's keys.

#If something looks wrong

#The result is cut short

An administrator can set an optional row cap. When a result reaches it, a banner says Limited to the first N rows by the configured row cap, and the catalogue flags the report. The data is incomplete. This is not a display problem. Ask the author to narrow the query, or ask an administrator about the cap. By default there is no cap.

#The table shows fewer rows than you expected

A filter is set. The count above the table, such as "Showing 42 of 1,203 rows", says so. The report may open with filters its author chose. See Filters and the grain switch.

#The report shows an error

A failed report shows an error panel with one of five labels:

An administrator can follow a failed run step by step in the execution log of the refresh script. Each run writes lines titled AR refresh <id>: <step>.

Related: Filters and the grain switch · Drill-through · Charts on a report · Refresh and scheduling · Formatting numbers, currencies, percentages and dates