Thursday 20 October 2016

NetSuite - How to create a Search for customers with a certain number of transactions for a particular date or period

A report or search for customers with a certain number of transactions (sales orders, invoices, etc) for a particular date or period

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select Customer
3. Under the Criteria tab > Standard subtab, set the following filters:
    Transaction: Type = Sales Order (or any type of transaction user are searching for)
    Transaction: Date = (set user preferred date or date range
4. Under the Criteria tab > Summary sub-tab, set the following:
    Summary Type = Count
    Field = Transaction: Number
    Description = is greater than 1 (or any number user want to filter it to)
5. Under the Results tab > Columns subtab, set the following:
    Name (Set the Summary Type to Group)
    Transaction: Number (Set the Summary Type to Count)
6. Enter a name for the saved search and select Save & Run.
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