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Partner Report

edited Dec 3, 2019 4:08PM in Search / Reporting

As a new user of Netsuite, I am struggling to create a report that shows:-

Partner detail, with their referrals listed. We wish to make a monthly report that shows each "uncompleted" client with the notes showing progress and next activity.

We would also like a page break for each partner so we can print in a batch rather than run the report for each individual partner.

Any help would be greatly appreciated - the report builder is driving me mad!!

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