Use the Fields panel to filter formulas and pre-built reports by supported standard and custom NetSuite fields, including transaction body fields and custom item fields.
ℹ️ Fields work alongside other filters:
Dimension Filters includes subsidiary, department, location, and class.
Custom segments includes custom dimensions, such as Business Unit, Region, Project Code, or any other Custom Segment configured in NetSuite.
Fields includes supported standard and custom NetSuite fields, including the Entity field.
Step 1: Open the Fields Panel
Select the worksheet cell that your XAVI formula uses for its
fieldsparameter.Open the Fields panel in the Financial Reporting task pane.
The panel loads the fields available to your connected NetSuite account and user role.
Step 2: Choose a Field Level
Fields are grouped by where they live on a NetSuite transaction:
Level | What it includes |
Header | Standard fields and custom transaction body fields. These values are set once per transaction, such as the customer or a header-level custom field. |
Line | Standard fields and custom transaction line fields. These values can differ across lines on the same transaction. |
Step 3: Choose a Field and Filter Type
Within each level, fields are grouped into Standard and Custom sections. Search for a field by name, then select it to configure a filter.
The filter control depends on the field’s NetSuite data type:
Dropdown for list or select fields
Date picker for date fields
Text box for free-text fields
Checkbox for Boolean fields
💡 How Multiple Filters Combine
Filters on different fields combine using AND logic.
Multiple values selected for one field combine using OR logic.
For example, selecting two customers and one region returns transactions that match either customer and the selected region.
Step 4: Refresh When NetSuite Fields Change
If a field is added, renamed, inactivated, or deleted in NetSuite, select Refresh All in the Fields panel to reload the available fields.
Use Cases
Filter by Customer, Vendor, or Company
Customer and vendor filters use the standard Entity field. In the Header fields list, search for Entity and select the value you want.
Use the Entity ID to target a specific record. NetSuite does not require company names to be unique, so filtering by name may match multiple records. The numeric Entity ID, such as 54092, identifies the specific entity. You can find an Entity ID in the drill-down results.
Filter by Job / Project
Jobs, which many teams refer to as projects, are available as a standard field with a searchable dropdown. If the list is long, type in the search box to find a job.
Use Fields Directly in a XAVI Formula
The same filters are available as a formula parameter. In XAVI.BALANCE, the fields parameter comes after customSegment:
=XAVI.BALANCE($A18,C$16,C$16,$B$5,$B$6,$B$7,$B$8,$B$9,$B$11,$B$12)
In this example, the final cell reference, $B$12, supplies the Fields filter. The formula returns data using the filter value stored in that cell.
Updated Default Drill-Down Columns
Transaction-line drill-down results now show Entity ID and Entity Name in separate columns. Customer Name is also included by default. You can adjust the displayed columns using Drill Down Customization in the task pane menu.
➡️ Learn more on How to Use Drill Down Customization
Limitation: Custom Entity Fields
Custom entity fields are not available as filters in the Fields panel because NetSuite’s SuiteQL query engine does not support querying them.
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