Create an EBITDA Income Statement Layout

In a continuing series of customizing your Income Statement Layout, I wanted to show you how you can get a Statement with EBITDA calculated after Net Income.  First, please review my previous blog here (or https://blog.concentrus.com/create-a-new-income-statement-layout).  

First, let’s open our customized NetSuite Income Statement from our last blog. 

1. 1. 1. Click Return to Customization 
         • • Enter a new Name for your report.  I’ll name mine EBITDA Income Statement 
           • Click Save As  
         
         
      2. Click Return to Customization 
         1. • Next click Edit Layout 
            • Duplicate this Layout and enter a new Name.  Example: EBITDA 
              
         
         
         Note that Section 3 to 5 are optional.  You can go straight to the EBITDA Calculation in step 6 
         
         
      3. On the left section (LAYOUT) 
         • • Select Ordinary Income/Expense (selecting this to insert above) then 
           • Using the Dropdown, select Add Formula Row 
           • On the FORMULA LABEL enter Add Back Interest 
           • On the Format Section: 
             • • Un-select Bold 
               • Change Line to None 
           • On the Formula section: 
             • • On Type Column, select Row 
               • On Value Column, select Interest 
               • Click OK 
         
         
      4. On the left section (LAYOUT) 
         • • Select Ordinary Income/Expense (selecting this to insert above) then 
           • Using the Dropdown, select Add Formula Row 
           • On the FORMULA LABEL enter Add Back Income Taxes 
           • On the Format Section: 
             • • Un-select Bold 
               • Change Line to None 
           • On the Formula section: 
             • • On Type Column, select Row 
               • On Value Column, select Income Tax Expense 
               • Click OK 
         
         
      5. On the left section (LAYOUT) 
         • • Select Ordinary Income/Expense (selecting this to insert above) then 
           • Using the Dropdown, select Add Formula Row 
           • On the FORMULA LABEL enter Add Back Depreciation & Amortization 
           • On the Format Section: 
             • • Un-select Bold 
               • Change Line to None 
           • On the Formula section: 
             • • On Type Column, select Row 
               • On Value Column, select Depreciation & Amortization 
               • Click OK 
         
         
      6. On the left section (LAYOUT) 
         • • Select Ordinary Income/Expense (selecting this to insert above) then 
           • Using the Dropdown, select Add Formula Row 
           • On the FORMULA LABEL enter EBITDA 
           • On the Formula section – row 1: 
             • • On Type Column, select Row 
               • On Value Column, select Net Income 
               • Click OK 
           • On the Formula section – row 2: 
             • • On the Operator Column add the plus sign (+) 
               • On Type Column, select Row 
               • On Value Column, select Add Back Interest 
               • Click OK 
           • On the Formula section – row 3: 
             • • On the Operator Column add the plus sign (+) 
               • On Type Column, select Row 
               • On Value Column, select Add Back Income Taxes 
               • Click OK 
           • On the Formula section – row 4: 
             • • On the Operator Column add the plus sign (+) 
               • On Type Column, select Row 
               • On Value Column, select Add Back Depreciation & Amortization 
               • Click OK 

Your new Income Statement should look something like this: 

If you found this blog helpful, you can find more content or blogs regarding NetSuite customizations and How-To’s at https://blog.concentrus.com/.  If you need any help with customizing reports and saved searches, feel free to contact Concentrus.  Our consultants would be happy to guide you through the process. 

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