Building a Package

Plans: All plans

Create a package, then add reports to it. The easiest way to add a report is from the report itself while you have it open.

Creating a package

To create a package:

  1. Open Reporting Packages and click Create New Package.
  2. Type a name, such as "Month-End Core Package".
  3. If you're on a report, tick Start with this page to add it straight away.
  4. Click Create package.

Adding a report you have open

To add the report you're looking at:

  1. On the report or saved search, right-click anywhere and choose Add to Report Package. You can also click the SuiteHUD button next to NetSuite's Excel export button (Add to SuiteHUD package), then Add to Report Package.
  2. The panel opens with your packages. Click Add here on the one you want, or New package with this report.

A package that already has this report shows ✓ Already in.

Adding a report from the panel

  1. Open a package, then click Add report.
  2. Click Use current page, or fill in a Name and paste the URL.
  3. Click Add report, or Add & next to add another.

Tip: Give each report a name that makes sense to you. It doesn't have to match what NetSuite calls it.

Changing a package

  • Rename a report or change its link: click the report in the package.
  • Remove a report: hover it and click Remove from package.
  • Rename the package: click ⋯, then Rename.
  • Share it (Enterprise): click ⋯, then Share with team, and choose your teammates. They get their own copy. Changes you make later aren't sent to them.

To delete a package:

  1. Click ⋯, then Delete package.
  2. Confirm.

Important: Deleting a package or removing a report can't be undone. To get a report back, add it again.