Sunday, March 17, 2019

Sorting Option of Elements in Reports in Adaptive Insights

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

It is not yet possible to sort the Accounts on the Report Page. The Accounts is displayed based on its presentation on the Manage your General Ledger Accounts page.  The user has two options:

1.    Add the Accounts individually or in the Report page




2.    Revise the order of Accounts on Manager your General Ledger Accounts page:

-Navigate to Admin

-Click Manage your General Ledger Accounts

-Select the Account

-Click the Move Up or Move Down button to sort the Accounts

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