NetLoan - Create a New Query Report
Overview
A query report is a NetLoan Report record whose Report Type is set to Query and which is driven by a SQL query. This article walks through configuring that report record so the report appears under NetLoan > Reports > Query Reports. It assumes the SQL query is already written. Netgain ships a set of out-of-the-box query reports as part of the bundle; for custom reporting needs, you write the query yourself or rely on your NetSuite partner to help. If you don't have a partner with query expertise, Netgain can refer you to one.
Prerequisites
- Standard NetLoan access with permission to create NetLoan Report records.
- The SQL query for the report. Out-of-the-box reports ship with their query already built; for a custom report, write the query yourself or have your NetSuite partner build it.
- Decide which filters the report needs. Standard filters are available automatically; additional filters are configured separately (see Add a Custom Filter to a Query Report).
Setup Options
Navigation
- Top navigation:NetLoan > Reports > All Reports > New to create a new NetLoan Report.
NetLoan Report Record
Configure the following fields on the report record. The Pagination Cutoff field only appears once Report Type is set to Query.
Record ID: customrecord_da_report
| Field Name | Field Type | Description | Dependencies | Options / Example | Field ID |
|---|---|---|---|---|---|
| Report Type | List/Record | Sets the report engine. Choose Query to make this a SQL-driven query report and expose the query-specific fields. | None | Query | custrecord_da_report_type |
| Query | Textarea | The SQL query that produces the report's results, using token substitution for filter values. Located on the Advanced Configuration tab. | Report Type = Query | (provided with the report) | custrecord_da_report_query |
| Pagination Cutoff | Integer | Row threshold at which results are paginated so large reports return without timing out. Defaults to 5000 and can be raised or lowered. | Only shown when Report Type = Query | 5000 (default) | custrecord_da_report_pagination_cutoff |
The Query and Pagination Cutoff fields are both located on the Advanced Configuration tab of the report record.
Use Case Specific Setup
Use Case: High-volume report
For reports expected to return large result sets (for example, a population-wide loan report):
| Field | Setting | Notes |
|---|---|---|
| Report Type | Query | Required for pagination support |
| Pagination Cutoff | Any value | Defaults to 5000; raise or lower it to change rows per page |
Use Case: Converting an older scripted report
When replacing a slower scripted or as-of-date report with a query report to reduce timeouts on high data volumes:
| Field | Setting | Notes |
|---|---|---|
| Report Type | Query | Switches the report to the query engine |
| Query | Written by you or your NetSuite partner | Reproduces the original report's output as a query |
| Pagination Cutoff | 5000 (default) | Adjust based on expected volume |
