Using a custom role the link for the Balance Sheet report is missing when navigating to Reports > Financial. In order for a custom role to have access to the Balance Sheet report within the financial category, permission must be added to the role.
- Log in as Administrator
- Navigate to Setup > Users/Roles > Manage Roles
- Click Edit for the Customized role
- Click Permissions
- Click Reports
- Select Financial Statements
- Level: Select View
- Click Add
- Click Save
Note: The missing permission is mentioned when the following URL is accessed by the custom role: https://system.netsuite.com/app/reporting/reportrunner.nl?cr=-202
Permission Violation: You need the 'Reporting -> Financial Statements' permission to access this page. Please contact your account administrator. Select a different role from the list below.