Reporting Packages Tips and Limits

Name: SuiteHUD
Author: SuiteHUD

Plans: All plans (running a package: Pro)

Tips

Make month-end one click. Build your close pack once, set Period to Last closed period, then click Save as default. From then on, it's Export, then Run.
Run one package for each entity. Pick a different Subsidiary each time you run it. The Run parameters sheet shows which one each file is for.
Choose consolidated or a single subsidiary. The subsidiary list offers both a consolidated parent and every single subsidiary.
Need a report with different dates? Click its label in the run sheet and give it its own period, such as a prior-year comparison.
Find your downloads again. Your finished exports also appear in Notifications, where you can download them again later.

Only financial reports and saved searches can be filtered by period or subsidiary. Workbooks always run as saved.
A saved search can only take a period if it has a date filter. If it doesn't, it shows No date filter · as saved. Add a date filter to the search in NetSuite.
Reports always run in the order you added them, and you can't reorder them. Remove a report and add it again to move it to the end.
If SuiteHUD can't read your accounting periods, the relative periods aren't available. Fixed dates still work for saved searches.
Only one package can run at a time.
Only your most recent exports are kept for downloading again.
A shared package is a copy. Changes you make after sharing don't reach your teammates.