The Statement widget

The Statement widget lays a report out the way a controller reads a financial statement. It shows one row for each account and one column for each period, grouped into sections, with a total line after each section, percent-of lines between sections, and a final line over everything. Over a postings report, it reads like NetSuite's Income Statement. You can use it in a report layout or on a dashboard.

#What the report needs

The Statement widget does not run its own query. It arranges the rows of an ordinary report, so that report needs:

• a column for the rows, such as the account name;
• a column for the sections, such as Income, Cost of Sales and Expense, and ideally a number that puts the sections in order;
• a date or month column for the periods;
• a value column, such as the posted amount.

A postings report with one row for each account, section and month is the natural source. It can be a detail report or a summary grouped by month.

#Setting it up

1. Choose Edit Layout on a report, or edit a dashboard, then choose Add widget and pick Statement. On a dashboard, choose the report first.
2. In the Statement part of the side panel, set:
   • Rows: the account column.
   • Row order: a column to order the accounts by, or As they come.
   • Sections: the section column, or None.
   • Section order: a column that orders the sections, such as a section number, or As they come.
   • Columns (period): the date or month column.
   • By: Year, Quarter, Month or Week, or Each value as it is.
   • Value: the aggregate, usually sum, and Of column, the amount.
3. Choose the lines to add:
   • A total line after each section
   • A Total column
   • A last line over every section, with a Last line label such as Net Income (the default is Total)
   • Mark the frozen first column with a border
4. Add any percent lines, as described below.
5. Save the layout or the dashboard.

#Percent lines

A percent line shows one section as a share of another and appears after the section's total line. For example, Commissions as a percent of Income.

1. Choose + Percent line.
2. Enter a label, for example Commission % of Sales.
3. Pick the section, then the section it is a percent of. The picker lists the names found in the data, so you pick them rather than type them.
4. If expenses are carried as negative numbers, tick Flip the sign, so that a cost reads as a positive share.

You can add as many percent lines as you need. Remove deletes one.

#Reading a statement

• The first column is frozen. Account and section names stay in place while the periods scroll sideways. A border and a soft shadow mark its edge, unless the author turned the mark off.
• Headers stay in place. The period headers stay above the rows as you scroll down, and they never draw over the frozen column.
• Sections collapse. Click a section name to fold its rows away, and click again to open them.
• Negatives read in parentheses, as on a printed statement.
• Numbers at the top of the page switches the statement between full and compact figures, such as $1,234,567.89 or $1.23M.

#Filters

A statement follows the report's filters like every other widget. On a report page, filtering the table to one subsidiary or a range of months narrows the statement too. On a dashboard, route a filter bar entry to the statement's report columns, and the statement follows the bar. When the report offers the grain switch, the statement reads the grouped rows, and By sets the buckets.

#Checking the figures

Before you share a statement, compare a section total and the last line for one period with NetSuite's own financial report for the same subsidiary and period. If they differ, check the report's SQL first: the posting source, the sign convention and the accounts included. The widget only sums what the report returns.

Related: Building a dashboard · Dashboard filters · Charts on a report · Writing SuiteQL that performs