Tom Dalton · Owner · Silver Medal

We're likely going to having this report added to our NS account. They would be adding the "Winners and losers" data be creating a scheduled script that will run on a weekly basis. It will apply to all active inventory items and it will store sales data in custom item fields. I would like to add several such reports at one…

Never mind. Found that it does default the footer filter to whatever you had in your search filter. If anyone has this issue, then check that your "footer filter" matches your "search filter". eg: your search filter = "date created" and your available footer filter = "date". They both need to be "date created" or they both…

They also let you report on income. How does income differ from sales?

See... http://talkincloud.com/saas-software...tant-analytics It says ... NetSuite said the new export feature is available at no extra cost and gives joint customers the ability to export data from NetSuite into a native Tableau file format which can be used by both Tableau Desktop and Tableau Online. So, I found the…

Actually, It looks like I just needed to ungroup the item column. Thanks Malin. ONCE AGAIN, a 40 minute call to NetSuite support (Yesterday) led to no solution and yet there was a very easy solution available. This says ONE of TWO things about NetSuite. 1. The UI is bad and and/or the logic is convoluted and requires a…

FileMaker is an awesome database program (as far as ease of use goes). We also used to run ALL aspects of our business (except for the web-store) out of a custom made filemaker solution. NetSuite should borrow some interface conventions from filemaker. I built the entire solution that had our POs and all of our accounting…

The person at NS said that you currently can't filter reports by "Display Name contains...". He said that he did have "Display Name" in his filters, but for some reason it is missing from our filters. This makes me wonder why we do NOT have "Display Name" in our report filters. Does anyone else have "Display Name" in their…

anyone? I guess we should have our descriptive words in the name/number field and not in the "display name/code" field, but then that would cause other problems for us (like in our wedstore cart). This further illustrates the problem with NetSuite having "item name/number" and "display name/code". It should be "item name"…

You can go down further to the Preferred Vendor subcomponent to filter based on other vendor fields. I found the "preferred vendor" field I was looking for ...called "Legal Name" in the report filters. Again ..why not have the same names as the fields at the record? The vendor record has "Company Name" and not "Legal…

Evan, How can I filter a sales by item detail report by the criteria of item's "webstore category" is X? That would also be useful for us. How can I filter a sales by item detail report by the criteria of item's "preferred vendor" is X? We frequently need to find which items sell the best based on "preferred vendor" or…

It would also be nice if all of the item fields were available in the report filter list AND they need to be named consistently. So many fields are named one thing at the item and something else in the field selection at the report filtering criteria area... and then you have the item fields like "display name/code" that…

Here's another example of how the current reports don't work: Lets say that we sell all variety of toys and I want to make a report showing which footballs sell the best. Lets also assume that we don't use the word "football" in any of our "item name/number" fields because we ONLY put item numbers in the "item name/number"…

In case anyone wants this feature... Enhancement 127767 - Add the ability to report Sales by Item per Web Site Category.

Evan, How can I filter a sales by item detail report by the criteria of item's "display name/code" contains X? ...or if that isn't possible, then how can I filter the same report by item's "Store Display Name" contains X? Thanks, Tom

I found ONE of the needed filters. I added "Sales Transactions->item->preferred vendor" to my filters but it appeared to be broken. I put in "vendor X" and it says no match. I then picked the option to show a list of possible vendors and it just has a bunch of random numbers. After further investigation, it seems as though…

http://support.microsoft.com/kb/274787

Evan, is there a way that we can store the number of orders in a custom formula field? We need the data held in the customer record. Thanks, Tom

Thanks for the input. In our formula, switching from {paymentmethod} to {paymentevent.paymentmethod} worked.

Was there a solution found for getting {paymentmethod} to work in a formula field in a saved transaction search?

<bump> I just noticed this bug our reports. Then I found this six year old thread on the issue. What is the current consciences on the best work-around? -T NOTE: In 2007, mhuffman (NetSuite Employee) said: this is something we will look at for future releases

NetSuite just gave me the enhancement number (if anyone is interested in accurate trend graphs). Vote for Enhancement 138535 Trend Graphs: make every point on the "TREND LINE" represent the average of 10 units before that point even if those units that it is averaging fall off of the displayed time frame (assuming the…

Has the inaccuracy of the trend graphs been addressed with v2009.2?

Thanks Brett, NetSuite's response thus far has been that their system is too slow to generate a true trend line that actually has each point representing an average of the previous X units. I don't buy it. I think it is just a regular old design flaw and they don't see it as a an important oversight. T

Evan, the problem isn't just where the trend line starts. I don't want a trend graph that mirrors my "raw data graph", so I keep my "averaging units" turned as high as possible (10). So, theoretically every point in the "TREND LINE" on the trend graph SHOULD REPRESENT an average of the previous 10 units. If the graph is…

Thanks Julian, Now we need about 50 more votes before this problem is officially recognized. I sat through a web seminar this week about v2008.1. The presenter was thrilled about the drag and drop KPIs and trend graphs. They called it the best new feature in v2008.1. So, it is now even easier to display distorted…

I realize that I deleted an image used earlier in this post, so I added a new one that illustrates the problem. If your "averaging units" are set to to "TEN UNITS", then, points 1 through 12 (in the image above) should be plotted like this... Point #1. Average of column #1's sales and the 9 months prior to column #1 Point…

I was looking at trend graphs and noticed that they are still inaccurate. I clicked on the netSuite instructions that are available explaining what the trend line represents. See attached image. Notice that it says "EACH data point on your Y-axis represents a 3 month average" (assuming that you select 3 as your averaging…

NS, this error was pointed out 6 years ago. Any progress?

Why is it more expensive? Isn't it just a change in the programming? Why did they ever think that the current way was accurate or was the way NS customers would prefer it? They should maybe ask more users for input when building a new feature. The same type of bad choices made the "image sizing" feature unusable for us. T

NS, have you given any more consideration to improving the accuracy of the "trend line" in these graphs?