NetAsset - Custom Scripted Report

Use Case: Circumstances arise when a user wants to customize fields/columns on a NetAsset scripted report. Users have the following options:

  1. View the report you would like to customize. Take note of the saved search listed under the Saved Search field in the primary information.

  2. Open the saved search listed on the report by either:
    1. Entering the listed saved search name into the Global Search Bar at the top of your NetSuite window and clicking Edit the saved search that would appear.

    2. Or, navigate to Reports > Saved Searches > All Saved Searches and look for the previously noted save search from the list. Once you have found the saved search, select Edit.
  3. (Optional) Navigate to the Results subtab and scroll down to the fields corresponding to the columns you would like to change and swap them to the appropriate field. You can also add new columns by adding a new field to the list and clicking Add. 

    Example: You want search results to display the 'Type' for the 'Alternate Schedule 1''. Change that field in the subtab from 'Type" to 'Alternate Type 1'. The report would then generate results for the type displayed on that alternate schedule instead of the type displayed on the primary schedule.
  4. (Optional) You can add a filter that can be manipulated each time you run the report to isolate desired information. Navigate to the Available Filters subtab. Add a new filter by selecting the field from the drop-down list and clicking Add. 
    Note: Some fields are grouped together rather than shown individually in the list. To see these start typing "fields" and click on the group (e.g. Lease (Custom) Fields...") to show an expanded list in a pop-out menu. Example: This filter will make it possible to sort leases by which employee(s) they are assigned to.
     
  5.  (Optional) You can also edit the filters on the Criteria tab to exclude certain assets from your report. Navigate to the Criteria subtab. Add the field or status in the Filter column, and the rule to the Description column. Example: The below criteria will exclude any inactive assets from the report results.

  6. Once finished editing the fields, change the name of the search, and click Save As. This will save the saved search you created so we can add it to a report in the next step.
  7. Go back to Edit the report you were wanting to change and select Save & Copy to create a new report.
  8. Rename the report to something unique, paste in the newly created search title in the Saved Search section, and Save the report.

  9. (Optional) Some reports will allow you to navigate to the Advanced Configuration tab and under the GROUP BY 1 field, choose what you would like to group the report by. Note you will need to do this before you Save the newly created report.




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