Settings reference
Every configuration key, its default, its allowed range and what it changes.
Account-wide settings live under Manage, Configuration, which only admins can open.
- Open Manage, Configuration. The Configuration tab lists every setting by its key, with its current value and a note.
- Change a value.
- Choose Save Changes at the foot of the list.
Categories, Record Types and Formatting have their own tabs. The Configuration tab does not list the formatting keys or the fiscal year keys.
The app stores each setting as an Advanced Reports Configuration record in NetSuite. Every key has a default, so the app works before any record exists. A missing or unreadable value falls back to its default.
Numeric settings show their allowed range under the field. The field refuses a value outside that range before you save, the server refuses it too, and the app pulls a stored value outside the range back into it when reading it.
Rights
| Key | Default | Meaning |
|---|---|---|
rights.author_roles | none | Roles that may create, edit and delete reports, layouts, dashboards and portlets. Equivalent to Administrator-level read of the whole account, because the refresh runs every report as Administrator. |
rights.admin_roles | Administrator | Roles that may change configuration, categories and record types, and use Import / Export. Admins see every report in the catalogue. |
rights.email_roles | Administrator | Roles that may schedule emails: create, change, pause, delete, test and send a scheduled email. Being an author or an admin does not include it. See Scheduled emails. |
The Administrator role holds the three rights, whatever these lists say. The three lists use a role picker.
To let a role schedule emails:
- Open Manage, Configuration and find
rights.email_roles. - Type the name of the role in the field and pick it from the list. It appears as a chip beside Administrator.
- Choose Save Changes. People with that role see Schedule an email the next time they open the app.
To take the right away, remove the chip and save. The emails those people scheduled keep going out. Their owners still see them under Scheduled emails and can no longer change them. An admin whose role may schedule can pause, change or delete them.
Refresh
| Key | Default | Range | Meaning |
|---|---|---|---|
cache.policies | Every 15 minutes, Hourly, Daily, Manual only | The refresh intervals the wizard offers. The wizard writes the chosen number of minutes on each report, so editing this list changes the choices offered, not existing reports. | |
refresh.manual_cooldown_seconds | 120 | 0 to 86,400 | The minimum gap between manual refreshes of the same report. A click inside the gap shows "refreshed recently". |
refresh.incremental_overlap_minutes | 60 | 0 to 10,080 | How far before the stored watermark a partial refresh re-reads. The refresh merges re-read rows by key, so a larger window costs query time, never accuracy. |
The refresh schedule itself is the deployment HSS - Advanced Report Refresh MR (Scheduled), which runs every 15 minutes. It is a NetSuite script deployment, not a setting in the app.
Result size
| Key | Default | Range | Meaning |
|---|---|---|---|
limits.max_rows | 0 (off) | 0 or more | An optional safety valve. When it is set, a refresh stops at this many rows and marks the result truncated. The report then shows Limited to the first N rows by the configured row cap. |
limits.max_total_bytes | 0 (off) | 0 or more | An optional safety valve. When it is set, a refresh whose result passes this many bytes across all its files stops with a Result too large error. |
limits.max_bytes | 9,000,000 | 100,000 to 10,000,000 | The size of one result file. The app splits a result across as many files as it needs, each under this size. This is internal tuning. NetSuite refuses a File Cabinet file over 10 MB, and there is nothing to gain from changing it. |
Leave both safety valves off unless a runaway query needs a ceiling. Storage has no limit of its own, and a report page downloads a large result one file at a time.
Display
| Key | Default | Range | Meaning |
|---|---|---|---|
ui.default_page_size | 50 | 0 to 10,000 | Rows per page for reports that do not set their own. 0 shows every row on one page. Viewers can change the page size for their session. |
Formatting
These keys are edited on the Formatting tab, where each has a sample. Formatting numbers, currencies, percentages and dates describes them in full. Each key accepts the values listed and refuses any other. A stored value that is not one of them reads as the default.
| Key | Default | Values | Meaning |
|---|---|---|---|
format.number.decimals | max2 | 0, max2, 2, stored | Decimals of a number: none, up to two, exactly two, or as stored. |
format.number.separators | viewer | viewer, comma_dot, dot_comma, space_comma, apostrophe_dot | Thousands and decimal separators. viewer follows each viewer's NetSuite number format, then their browser. The others are 1,234.56, 1.234,56, 1 234,56 and 1'234.56 for everyone. |
format.currency.decimals | 2 | 0, max2, 2, stored | Decimals of an amount. |
format.currency.display | symbol | symbol, code, none | What stands beside an amount: $, USD, or nothing. |
format.currency.negative | minus | minus, parentheses, viewer | A negative amount as -1,234.00 or (1,234.00), or as each viewer's NetSuite preference says. The statement widget always uses parentheses. |
format.currency.default | USD | Three letters | The currency of an amount whose column names none. It converts nothing. |
format.percent.decimals | max2 | 0, max2, 2, stored | Decimals of a percentage. |
format.percent.reading | fraction | fraction, percent | What a column holds when it is given the percent format in the wizard: 0.31 for 31%, or 31 for 31%. Columns already saved keep their own reading. |
format.date.style | viewer | viewer, netsuite, medium, day_first, mdy, dmy, dmy_dot, iso | How a date is written. viewer is the browser's language, as before. netsuite is each viewer's NetSuite date format. The others are Oct 25, 2026, 25 Oct 2026, 10/25/2026, 25/10/2026, 25.10.2026 and 2026-10-25. |
format.time.hours | viewer | viewer, 12, 24 | The clock of a date with a time. |
format.time.zone | viewer | viewer, account | The zone a date with a time is shown in, when the stored value names its own zone. |
format.compact.tiles | off | off, on | Whether a stat tile writes 1.2M when nobody chose a Numbers style. |
format.compact.axes | on | on, off | Whether the value axis of a chart writes 1.2M. |
format.empty | blank | blank, dash, zero | What an empty number shows in a table or a statement. |
format.zero | zero | zero, dash | What a zero shows in a table or a statement. |
format.chart.font | app | app, sans, serif, mono | The font of a chart's text when the widget chooses none: the app's own font, Helvetica (Arial on a screen without Helvetica), Times or Courier. An email uses it where the mail reader has it. A PDF always has it. |
Emails and PDFs have no viewer. They use the fixed values, and read 1,234.56 and Oct 25, 2026 where a key is on viewer or netsuite.
Fiscal year
These two keys are edited in the Fiscal year section at the foot of the Formatting tab. Fiscal periods, year to date and balances describes what they change.
| Key | Default | Values | Meaning |
|---|---|---|---|
fiscal.first_month | auto | auto, 1 to 12 | The month the fiscal year starts in, 1 for January. auto takes the month the most recent fiscal year of the accounting periods starts in, and January when the account has none. One month applies to the whole account. |
fiscal.year_name | end | end, start | The year a fiscal year is named after: the one it ends in (July 2025 to June 2026 is FY2026) or the one it starts in (FY2025). |
With January as the first month, a fiscal period equals the calendar period and the app does not list the fiscal choices. A subsidiary on another fiscal calendar, a 4-4-5 calendar and adjustment periods are not followed.
Scheduled emails
| Key | Default | Range | Meaning |
|---|---|---|---|
email.sender_employee_id | 0 (not set) | An employee | The employee scheduled emails are sent from. NetSuite requires an email to have an author, and the employee needs an email address. The editor is an employee picker. While it is not set, scheduled emails can be created, nothing is sent, and each run is recorded as failed with that reason. |
email.body_max_rows | 50 | 1 to 500 | The most rows of one table an email shows in its body. A longer table says how many of how many rows are shown and links to the rest. The same limit applies to the table of values a line chart or a comparison trend becomes in a body. |
email.max_recipients | 50 | 1 to 500 | The most recipients one scheduled email may have. NetSuite takes 10 per email, To, CC and BCC together, so a longer list is sent as several emails. |
email.max_source_rows | 200,000 | 1,000 to 2,000,000 | The most rows of one report the email job loads to compute a dashboard's widgets. A widget over a larger report is listed in the email as not computed. A report sent on its own has no such limit. |
email.confirm_delivery | 1 | 0 or 1 | Whether the email job looks each email up in NetSuite's Sent Email List after handing it over and records what NetSuite did with it: sent, sent to a different address, not sent, or not delivered. 1 is on. With 0 the history says only that the email was handed to NetSuite. The lookup reads NetSuite's lists and sends nothing. |
email.confirm_hours | 48 | 1 to 168 | How many hours the email job keeps looking for an email in NetSuite's Sent Email List. After that an email with no entry is recorded as could not be confirmed. A sent email is checked for a late refusal for the same time. |
email.pdf_max_rows | 2,000 | 1 to 20,000 | The most rows a report sent as a PDF prints. A longer report prints its first rows, says how many of how many, and links to the rest. 2,000 rows are about 50 pages. |
email.pdf_widget_max_rows | 200 | 1 to 5,000 | The most rows one table of a dashboard sent as a PDF prints. A longer table says how many of how many rows it prints and links to the dashboard. |
email.pdf_safe_charts | 0 | 0 or 1 | How a PDF draws line charts, pies, vertical bars and the change arrows. 0 uses NetSuite's own chart drawing. 1 uses tables and coloured bars only. Set it to 1 if a chart is missing or wrong in a PDF, or if a PDF fails with a drawing error in the history. |
email.pdf_builtin_fonts | 0 | 0 or 1 | The font of a PDF. 0 uses NetSuite's NotoSans, which has Greek, Cyrillic and accented Latin letters. 1 uses the font built into every PDF reader, which has Western European letters only. Set it to 1 only if a PDF fails with 0. |
NetSuite's own limits are not settings: 10 recipients on one email, 10 MB for one attached file and 15 MB for a whole message. See Scheduled emails.
Storage
| Key | Default | Meaning |
|---|---|---|
storage.cache_folder_id | 0 (resolve automatically) | The File Cabinet folder that holds result files. At 0, the app finds its report-cache folder by name and writes the id back. The editor is a folder picker. Change it only if HiScale asks you to. |
The result folder must never be available without a login. Only the app serves result files, and only after an audience check.
Record types
The Record Types tab edits links.record_types, the list of record types a report column may link to.
| Field | Meaning |
|---|---|
| Type | The NetSuite record type id, such as customer or salesorder. A custom record uses its customrecord_ script id. |
| Label | The name shown in the wizard's link picker. |
| URL | Optional. Leave it blank to let NetSuite work out the record's address. For a type NetSuite cannot resolve, give a template containing {id}. |
The default list covers customer, vendor, employee, sales order, invoice, purchase order, vendor bill, item, transaction (any type), project, opportunity, quote, credit memo, item fulfillment, item receipt, work order, inventory count, case, subsidiary, location, department and class.
If something looks wrong
| What you see | Why, and what to do |
|---|---|
| Save Changes is greyed | Nothing changed, or a value is outside its allowed range. The range is under the field. |
| A value you saved came back different | It was outside the range, and the app pulled it back into it. |
| A setting is missing from NetSuite's list of configuration records | It has no record yet, so the app uses its default. The Bootstrap Suitelet creates the missing records. |
| Reports are cut at a row count nobody chose | limits.max_rows is set. Set it to 0. |
Seeding the records
The optional Bootstrap Suitelet, HSS - Advanced Reports Bootstrap SL, creates a record for every key that does not have one yet, with its default value. It never overwrites a value you changed, so it is safe to run after an upgrade to add new keys. See Installing in your account.
Related: Fiscal periods, year to date and balances · Categories, audience and rights · Refresh and scheduling · Installing in your account · Archive, restore and housekeeping · Formatting numbers, currencies, percentages and dates