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NetSuite - How to create a Sales Report by Month when column option is not available

In order to use the same column option for a New Report the option to use Matrix Report will show the similar information. For this examp...
NetSuite - How to create Saved search to show total quantity sold against items per transactions in one line

Problem: Customer needs to a report to compare quantity sold per item per transaction. This should only show all in one line on the repo...
NetSuite - How to customize the Open Sales Order Report to show the details of the Back Order Report. Below are the steps to the report:

1. Navigate to Reports > Order Management > Open Sales Orders Report > Customize 2. Under Edit Columns add the following fiel...
NetSuite - How to Create a Report / Search to show Average Cost versus Average Selling Price

There is no field on the Item Record that stores the Average Selling Price of an Item. Similarly, there is no standard Report / Search tha...
NetSuite - How to Create an opportunity report to show the opportunity status and items details like item name & purchase price

Question/Problem: A.) Navigate to Lists > Search > Saved Searches > New > Transaction , Status is available but t...
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 i...
NetSuite - Computation of Formula Fields of Time between Date Created and Incident Date/Time Excluding Non-business Days/Hours in a Case Saved Search

You can create a case saved search to compute the Date created less incident date/time and excluding non-business days/ hours, using formu...
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 Custome...
NetSuite - How to create a Custom pipeline Trend graph (e.g. Total Pipeline by Sales rep report) to be filtered per Sales rep

In the customer’s dashboard, the Custom pipeline Trend graph cannot be filtered by Sales rep because it is dependent on a Standard report...
NetSuite - How to create a Report for Sales by Customers from a Certain Category

To create a Report that will show all Sales generated from Customers within a specific Category, customize a built-in report: 1. Naviga...

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Popular Posts

NetSuite - How to create a Sales Report by Month when column option is not available

In order to use the same column option for a New Report the option to use Matrix Report will show the similar information. For this examp...
NetSuite - How to create Saved search to show total quantity sold against items per transactions in one line

Problem: Customer needs to a report to compare quantity sold per item per transaction. This should only show all in one line on the repo...
NetSuite - How to customize the Open Sales Order Report to show the details of the Back Order Report. Below are the steps to the report:

1. Navigate to Reports > Order Management > Open Sales Orders Report > Customize 2. Under Edit Columns add the following fiel...
NetSuite - How to Create a Report / Search to show Average Cost versus Average Selling Price

There is no field on the Item Record that stores the Average Selling Price of an Item. Similarly, there is no standard Report / Search tha...
NetSuite - How to Create an opportunity report to show the opportunity status and items details like item name & purchase price

Question/Problem: A.) Navigate to Lists > Search > Saved Searches > New > Transaction , Status is available but t...
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 i...
NetSuite - Computation of Formula Fields of Time between Date Created and Incident Date/Time Excluding Non-business Days/Hours in a Case Saved Search

You can create a case saved search to compute the Date created less incident date/time and excluding non-business days/ hours, using formu...
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 Custome...
NetSuite - How to create a Custom pipeline Trend graph (e.g. Total Pipeline by Sales rep report) to be filtered per Sales rep

In the customer’s dashboard, the Custom pipeline Trend graph cannot be filtered by Sales rep because it is dependent on a Standard report...
NetSuite - How to create a Report for Sales by Customers from a Certain Category

To create a Report that will show all Sales generated from Customers within a specific Category, customize a built-in report: 1. Naviga...

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