Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

You can make a search available to specific employees or roles under the Audience tab and marking it as 'Available as Dashboard View'. Those users could then add it to their dashboard by clicking the Personalize Dashboard link and adding the Custom Search portlet to their dashboard. Alternatively, they can copy the search…

You could build out a dashboard for your users that only shows the portlets and shortcuts you want to display. You could then publish this custom dashboard to specific roles. See the Help topic titled, Publishing a Dashboard for detailed steps. Thanks,

In order to display sales for a specific previous week, I use this formula. decode(concat(to_char({trandate},'IW'), to_char({trandate},'IY')), concat(to_char({today},'IW')-4, to_char({today},'IY')), {netamount}, 0) This uses week numbers, in order to avoid having to determine the start of the week etc (thus avoiding issues…

You need add the role to the Audience or make the search Public and check the Allow Audience to Edit check box on the Audience subtab. Thanks,

Does the role have at least Edit level permission for Report Customization? Thanks,

This may be related to the Advanced Receiving feature at: Setup > Company > Enable Features > Transactions > Advanced Receiving. Thanks,

I don't think the All Saved Reports list offers a detailed history, but searches do. You can list all searches and sort by the Last Run On column. Lists > Search > Saved Searches. Thanks,

Unfortunately, the 'Only Show Last Subitem' preference does not apply to search results. The above suggested formula is required in this case. Thanks,

Here's a thread dedicated to formulas - 100 Ways to Use Formula Fields: https://usergroup.netsuite.com/users/showthread.php?t=5889&highlight=101+formulas Thanks,

Here's an alternate solution I came across recently but haven't tested yet - Set a Criteria filter for the Formula (Text) field which will provide the default setting for the corresponding filter set in Available Filters tab of the saved search. In this example, we are going to use the formula {message} to pull out data…

Customize the report > Under More Options, make sure to check Show on Reports Page. The saved custom report should be listed under Saved Reports. Thanks,

I also don't have last fiscal month, but you can enter a custom date range using the From - To fields. Thanks,

This should work: substr({custentityX},0,1) Thanks,

4) Formula (numeric) sum decode({custrecord_pr_process_step},'Created',1,0) / nullif(decode({custrecord_pr_process_step},'Package Sent',1,0),0) Yen 4) Solution: SUM(decode({custrecord_pr_process_step},'Created',1,0)) / SUM(nullif(decode({custrecord_pr_process_step},'Package Sent',1,0),0)) Thanks,

We are tracking this via Enhancement Request 125071 : Saved Search > Support multiple levels of join or subqueries (without using ODBC driver and 3rd party application). Thanks,

If you know which employees created the calls, you could list all phone calls and filter by Organizer. Activities > Scheduling > Phone Calls. Thanks,

A Transaction Audit Trail is available at Transactions > Management > View Audit Trail. The audit trail provides information about the transaction, who entered the transaction, and when the transaction was created or modified. Thanks,

A good start would be the NetSuiteODBC Views Guide available in Help. Thanks,

You could try putting links to specific reports/searches under a custom tab(s). See Help Guide topic "Creating Center Tabs" for more info. Thanks,

Any ideas on how to make the - None - disappear from my search results? You could add criteria like State/Province is 'none of' - None - . This should remove the - None - results. Thanks,

In a Transaction search, it should be at the bottom of the criteria list.

Try adding Vendor Fields... > Name/ID > filter by 'is not' vendor_name. Thanks,

You can find this information in the Help Guide topic titled, Tables of ODBC Views. Tables are listed with the names of fields included in the view, field descriptions, and field links. Thanks,

Maybe placing each search on the dashboard or a custom tab would help. You are limited to three Custom Search portlets on the home page dashboard, but if you want to display results of additional searches on your dashboard, you have some other options to make this happen. For information, see Help topic, Displaying…

Try an Activity search and Group your results. Under the Results tab, Summary Type column, Group the Customer field and apply other summary types to the other fields as required. Thanks, Rob

Enhancement 125289 is currently accepting votes and may be considered for a future release. You can check the status of Enhancements in SuiteIdeas - see this Help topic for more information on Voting for Enhancements.

A description of each report is available in Help topic Sales Reports. Thanks, Rob

A description of each report is available under the Help topic Sales Reports. Thanks, Rob

John, I used this on an item search to return items without hierarchy: Formula (Text) LTRIM(regexp_substr({itemid},'[^:]*$')) HTH, Rob

If the saved search uses any summary type (Group, Count, Sum, Minimum, Maximum, Average) on the Results tab of the search, the search can't be used to create a Dynamic Group. To resolve this, remove any summary type set to the search and save the changes. Thanks,