Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
How to create a report on 'Sales rep' field by filtering date?
Hello,
My requirement is like :
One report should be created by Sales rep.
In that report, COUNT of NEW Leads, NEW Customers, NEW Contacts, Logged Email Addresses (on the contact), Phone Calls, Sales Visits (custom record), Mileage Summaries (custom record), Expense Reports, Competitive Pricing (custom record), and Quotes/Estimates will be shown.
And, report should be filtered by date.
All this information on one report would be good.
Can anyone help me how to do this?
0