How to Master Netsuite A/R Aging Reports: Tips for Creating, Reading, Filtering & Sharing
Learn how to customize your aging reports in NetSuite, build a custom report, and schedule it for auto-emailing from scratch!
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Have you been struggling with customizing aging reports in NetSuite?
Well, you’re in luck! Watch this short video tutorial to learn the process of building a custom aging report in NetSuite from scratch.
This video will outline topics like how to add or remove columns, apply filters, and sort results to meet your specific needs that help you check a customer's open balance and analyze past-due balance. Finally, you will also learn how to set up the report as a scheduled report for auto-emailing to specific recipients.
00:00 - 00:22 - Introduction
00:22 - 00:49 - Prerequisites
00:49 - 01:40 - Standard Reports
01:40 - 04:14 - Customizing Reports
04:14 - 04:54 - Adding Filters
04:54 - 05:37 - Sorting Reports
05:37 - 06:35 - Sharing Reports
06:35 - 07:28 - Detail Reports
07:28 - 08:20 - Save Report
08:20 - 10:17 - Schedule Report
10:17 - 10:54 - Quick Guide
10:54 - 11:00 - Ending Notes
By the end of this video, you'll be able to easily create a customized A/R aging report in NetSuite, saving you time and frustration. So, grab a cup of coffee, and let's get started!
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