Wednesday 19 October 2016

NetSuite - How to create a report snapshot to show parent customer' sales including sales of sub-customer


User needs to show the total sales (parent and child customer) on the dashboard

Navigate to Reports > Sales > Sales by Customer > Customize
Sorting > Sales: Amount (Net). Add. Descending = Y.
Move up.
More Options > Expand Level = Collapse All (to display top level data only)
Preview
Notice that parent customers' sales includes child customers' sales. Click on the + sign to view the sales of child customers.
Click Return to Customization.
Enter Report Name.
Click Save and  a Snapshot. Enter Portlet Title, check wide or narrow. Save.
Navigate to Home > Settings > Personalize Dashboard > Add Content > Report Snapshots > CustomSelect custom snapshot.
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