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Forecast versus Quota report - where is forecast type?.
Does anyone know which field is the forecast type field in the UI for reporting filters ?. For life in me I cannnot find it and therefore cannot filter my reports using it. Thanks.
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Creating a report with no headers
Can I have a report pull only the raw data; without headers for the columns, total lines (when applicable), subtotals and titles (ex. A/R Aging Detail)? I need to be able to schedule a report to run; but it needs to pull the data (only) so that it can be maniupulated in an external database.
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Transaction Search - filter problem
I have created a saved transaction search, and I am having a problem with one of the filters. One filter is "account". The drop down menu shows a list of all of our accounts, however, there is no option to display "all" - I am only able to display one at a time. At the top of the list, there is a blank space, however, when…
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Report for on-time shipping
We are trying to figure out a way we can track on-time % for stock orders within the warehouse’s control ... meaning that when an order is received from a customer, we have it in stock, and it is committed to that order, is it fulfilled by the time we told the customer it would? Anyone out there do this or have an idea how…
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Assembly Item Reporting
Hello All, Once you build an assembly, when you run sales reports, will the sales be counted towards the assembly item or against the individual items. In our case the assemblies that we are doing are only for holiday and we'd like for the sales numbers to be degraded back to the individual parts. Otherwise when we do our…
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Inventory Adjustment Report or Search
I'm looking to create a report or search that will show me what items, the adjusted by qty, amount & memo of all of our inventory adjustments that went to a particular "Adjustment Account #". I can get some of the info, but I can't see where I can pull the Item or Item Description & the Adjusted by Qty. Any Suggestions?…
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Sales Rep by Activity
We are using a snapshot based on the Sales Rep by Activity that we would like to customize. The "canned" report lists a Sales Reps Tasks and Messages. This is fine, but our sales managers want to get a grip on the number of activities the Reps are doing today. Tasks are primarially used to schedule followups with the lead.…
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Referrer Detail Report Issue
I am trying to see where all of my customers are coming from. Right now, If I go into each Lead, I can see under the marketing tab from where the customer was referred. However, when I run the referrer detail report, it tells me their is no data available. Is there some way to capture this valuable information??
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Unable to graph a custom snapshot
Hi there! We seem to have lost the option to be able to display a custom report snapshot as a graph. Does anyone else have this issue? Regards..Srilatha
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Building a List View that only Checks Inventory from One Location
We do a weekly hiding/unhiding of inventory and would like to use a list view because we are able to modify our flags right on the list rather then having to go into each invidual item. Would it be possible to show available quantity only specific to a location? Was there any updates when it comes to updating inventory…
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Query to Show Sales v Budget on Employee Centre
We are trying to use employee centre as means to communicate with reps. We can publish saved searches back to the employee centre using employee = sales rep and this works well in all instances. The individual only sees their results off the search. We can show actuals easily enough and group them by week, month etc. We…
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"List" report?
Hello, I am trying to generate a references list out of NetSuite that I can present to other prospects. I can get the information in a list, but can't find a way to format it in such a way that it's presentable (no NetSuite UI elements, include a title and logo, etc). I thought I'd be able to create a report to get it…
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Not a developer.....need custom code for System Notes
Help.....I was told by NS that there is no custom code for System Notes......and I could ask our developer (dont have one) to create a Script... I was trying to create a formula in a search that includes the System Notes Date minus today's date.....simple, right? Is a developer the only way? Why does NS let me extract this…
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Matrix reports
I have been trying to create a custom report that will show customer, AR balance, by posting period. What I would like to do is have the posting period as a matrix item across the top of the report so we can see how much they owe by month. However, I cannot see what differentiates a standard column from a matrix column.…
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Report Calculation Changed after Update
We have custom reports that calculate a Sales Orders total, including items and shipping. After the update the report is only calculating items. How can we work around this? Thank you, James
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Inventory Usage Report
We would like to track the age of our inventory on-hand. Does anyone know how to customize an existing report that will give the following information: Item, on-hand quantity, unit cost, extended cost, units sold (within a given date range) Specifically, we want to know which items we have in inventory at any given time…
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Sales reports are missing freight revenue
Have anyone have problems getting accurate information from the Sales repors as far showing the freight items on the reports? All the standard Sales reports used to show the "freight" line items on the report through the very beginning of this year. It did not effect the customized reports at that time. After the new…
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sales order register
i am trying to create a report that will show me sales orders/items/how many were fulfilled/how many are left to be fulfilled/date fulfilled. i have customized the sales order register to show all columns but the "date shipped" doesn't seem to make sense. there's dates in this column for all items and some haven't been…
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Leads by Sales Rep
We have sales reps that should be entering leads each month. At this point, I don't care so much about the source, just the reps name and a total number. What would be the best way to create this?
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custom search & KPI shows wrong total
Hi, I need to show all Open Sales Orders by departments on the Home page. So I created custom search for each department as the following: Filters: Type=is Sales Order Department=deptname Billing Status=Open Results: Columns: Number [Group By] - Grouping by Sales Order # Amount (Net) [Maximum] - If I put SUM, i get…
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Cart Abandonment
Has anyone figured out a way to determine what items were in the shopping cart when it is abandoned at checkout? I have been able to create a report listing the items in a cart that is abandoned prior to checkout by linking the item, web sales order and shopping activity tables, but I can't figure out how to link the cart…
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Serial/Lot Numbers in Report Issue
We are having an issue with the Serial/Lot Numbers being added into a report and wanted to see if anyone else is experiencing the same issue. The Serial/Lot Numbers Column is running a single strand of numbers/letters for the serial numbers versus delimiting the data with a space, comma, etc. Another issue that we had…
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Search Transactions on Item Commitment
Has anyone figured out how to "Find all sales orders that have items still committed"? I'm trying to pin-point some orders that may be affected by the kit-commitment bug (such that the order may show simultaneously as fulfilled and still committed) and I was hoping to avoid having to page through hundreds of orders by…
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Adding COGS account to Customer Profitability report
Can anyone tell me how I can add a COGS column to the customer profitability report? I saw some posts that had more complex requirements than mine. All I want to know is if a particular Bill is a Material or a Service, my only two COGS categories. Why should this be so hard? When I add columns for Account > Name it gives…
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Forecast vs. Quota
I got a question about how is it that in the forcast vs. quota report it only gives us "actual" dollar amounts with concerns to invoices. I would like to see the "sales (orders)" dollar amount instead in my report. I also want to see "sales (orders) / quota variance" not the actual/quoata variance. So the last two fields…
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Sales Tax Liability By Tax Item Report not showing Totals
Anyone notice that since v11 that the Sales Tax Liability By Tax Item report is not showing totals for all columns? Why is this not working now? The only totals that are showing are "Tax Collected" and "Tax Due" - why not for the other columns like "Total Sales" and "Taxable Sales"? Are they just not loved anymore? When is…
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Pipeline Reports
In a Pipeline report, there is an Opportunity column and an estimate column. When the sale is still at the Opportunity stage, the Opportunity is shown in the Opp. column, but when the sale goes to an Estimate stage, the Opportunity name drops out. What gives? Can I get the Opportunity Created from listed in the Opportunity…
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Open Purchase Orders
I ran an open purchase order report. Figured out the quantity received not billed and that didn't match with the "inventory received not billed" account. If this isn't the right report to be running to get this information which one is? We need a report with details that make up the balance. :confused: :p
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Line breaks in reporting not showing
Hi there, anyone knows how to solve this: we have custom fields on transaction records that are TEXT AREAs. In these text areas we put e.g. an address on multiple lines. When we create a report using these fields, on the report the line brakes are not shown, so all the data is displayed concatenated on the place where…
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web query - report
i am trying to create a current inventory report web query. when i customize my report, save it and export it into excel the information isn't the same as it is in netsuite. can anyone help with this or is it a bug? it also won't put all the items in the report. it only allows a certain number of lines.