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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Dashboard Portlets - Opportunity Type
Hello,
I am having trouble with some report snapshots. I want to create the following report snapshots for my dashboard - perhaps a pie chart.
- Opportunities by Sales Rep
- Opportunities by Status
- Opportunities by type (custom field)
I know I can get visuals on my dashboard via a saved search, but I don't want to use up all 3 of my dashboard custom searches on this, and would much rather prefer report snapshots.
Now, here is where I struggle - I am having trouble creating the correct report, in order to create the snapshot, I've tried creating reports from scratch, and also customizing a canned report, but I can't seem to get the metrics necessary.
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