NetSuite - Create a search that will show a count of customers created this month and also a count of customers inactivated the same month

To create a saved customer search which will show you the count of customers created this month and customers inactivated this month on the same search, follow the steps below:

1. Create a customer search, List > Search > Saved Searches > New > Customer.
2. On the Criteria Tab, mark Use Expressions = T

Criteria:
( | System Notes: Date is within this month | And
    System Notes: Type is Create | Or
    System Notes: Date is within this month | And
    System Notes: Field is Inactive | And
    System Notes: New Value is T | )

Results:
Formula (Numeric) | Sum | CASE WHEN (to_char({datecreated}, 'MM')) = to_char({today}, 'MM') THEN 1 ELSE 0 END
Formula (Numeric) | Sum | CASE WHEN {isinactive} = 'T' then 1 else 0 end

Note: You may change the summary label of the result fields to 1. Created within the Month and 2. Inactivated this Month. You may also replace {datecreated} on the formula depending on the field you're using.

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NetSuite - How to create Saved Search to Identify and Count on One Report the Lead, Prospect and Customer Record per Sales Rep

1. Create a Customer Saved Search
2. Navigate to Lists > Searches > Saved Searches > New > Customer 
3. Set the following settings: 
    a. Criteria Tab > Add Filter: Inactive = is False 
    b. Results Tab > Sort by = Id > Add Field: 
         *  ID 
         *  Sales Rep -> Summary Type = Group 
         *  Name 
         *  Formula (Numeric) -> DECODE ({stage}, 'Lead',1,0)  and  Summary Type = Group 
         *  Formula (Numeric) -> DECODE ({stage}, 'Prospect',1,0)  and Summary Type = Group 
         *  Formula (Numeric) -> DECODE ({stage}, 'Customer',1,0) and Summary Type = Group 
4. Preview the result
5. Hit save

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NetSuite - How to create a Daily Sales Report

1. Navigate to Reports>Sales>Sale by Customers>Customize.
2. Under Edit Columns, expand Sales > Add Amount (Gross).
3. Add in five columns for Amount (Gross) and set the last column as:

Alternate Date Range Type=Relative to Report date
Alternate Date Range = today

4. On the other Amount (Gross) Columns, use the following:
Alternate Date Range Type=Relative to Report date
Alternate Date Range =

--yesterday
--two days ago
--three days ago
--four days ago
--five days ago

Whatever is set on the Alternate Date Range depends on what are the data that needs to be seen on the report.
Example: Do they want to report on Sales for this week, Monday-Friday? Then the Date should be set would be the date on that week (example: 12/24/2012 to 12/28/2012). They can also set the Date=this business week.

In this way, the other columns will show an amount that depends on what was set as the Date and the Alternate Date Range.

5. Enter a Report Name and hit Save.
6. On the preview mode, select this business week as the Date filter. Click Refresh.

You should now have your own Daily Sales Report. This Report can be cusotmized according to the User's needs.

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NetSuite - How to create Opportunity Saved Search Similar to the Total Open Opportunities Report with System Notes Columns Displayed

This article discusses creating a saved search that contains details provided in the Pipeline Analysis of Open Opportunities and adding the information from system notes to show changes made and its date.

The Pipeline Analysis of Open Opportunities gives information about opportunity deals that are approaching their expected close dates and which opportunities sales reps should close to winning. However, standard reports do not have the ability to show system notes thus changes made in the record cannot be exposed.

To  a Saved Search Open Opportunity Saved Search to show changes made and its date:
1. Log in to NetSuite
2. Navigate to Reports > Pipeline Analysis > Total Open Opportunities Report
3. Customize the report and we will see that it does not allow adding System Note Fields
4. To  the search, navigate to Reports > Saved Searches > All Saved Searches > New
5. Select Opportunity
6. Set the Criteria Tab: Filter
    * System Notes Fields: Date
    * Status = Opportunity-Open
7. Set the Results Tab: Add Fields
    * Number
    * Date
    * Company
    * Sales Rep
    * System Notes Fields: Date
    * System Notes Fields: Type
    * System Notes Fields: Old Value
    * System Notes Fields: New Value
8. Available Filters Tab: Show in Footer = True
     * System Notes Fields: Date
     * System Notes Fields: Type
9. Click Save & Run

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NetSuite - How to Create a Case Saved Search to List Cases Closed Within Specific Number of Days After Created Date

To create a Case Saved Search to list cases with Date Closed within 2 days to 7 days after Created Date:

1. Navigate to Lists > Search > Saved Searches > New

2. Click Case

3. Enter a Search Title

4. Under Criteria > Standard subtab, add the following:

• Status is Closed
• Formula (Numeric)  
• Formula = CASE WHEN (ROUND({closed} - {createddate}) <= 7) THEN 1 ELSE 0 END
• Formula (Numeric) = equal to
• Value = 1
• Formula (Numeric)  
• Formula = CASE WHEN (ROUND({closed} - {createddate}) > 2) THEN 1 ELSE 0 END
• Formula (Numeric) = equal to
• Value = 1

5. Under Results > Columns subtab, add the fields to display in the search result, for example:

·         Number

·         Created Date

·         Date Closed

·         Status

6. Click Save & Run.

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NetSuite - How to Create a search which would count the number of Estimates created per month per Customer

To create the search, perform the following steps:

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction.

3. Provide a Search Title.

4. In the Criteria tab > Standard subtab, add the filters as needed:

Type is Estimate

5. On the Results tab > Columns subtab, set the following:

Field	Summary Type	Formula	Summary Label
Name	Group
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '01' , 1)	January
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '02' , 1)	February
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '03' , 1)	March
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '04' , 1)	April
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '05' , 1)	May
Formula (Numeric)	Sum	DECODE (to_char({datecreated}, 'MM'), '06' , 1)	June

Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 01 = January, 02 = February)

6. Click Save and Run.

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NetSuite - How to create Closed Case Analysis Report : Incident Date vs. Created Date to compute the Time to Close column

Question: How is Time to Close column computed on the Closed Case Analysis Report in Reports >Customer Service > Closed Case Analysis?  

Answer: The difference between the Incident Date field and the Date Created field:

Incident Date: It is initially the same date as the Date Created. This date can be editable by users.
Date Created: This is the date when the Case record is generated or saved. This field is system generated and cannot be edited.
 The Time to Close is calculated based on the Date Created field. Changing the Incident Date field will not change the Time to Close.

If the case has been closed and never re-opened, then it is based on the Date Created field.
If the case has been re-opened and then closed, then the Time to Close is calclulated based from the Date Last Modified field.

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