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Sorting and custom KPI calculations
Formula columns are great for certain custom KPIs. However, they do not allow you to drill down into the data. The main problem is that the sort of the underlying data must be based on one of the grouped columns. A Summed formula column is a grouped column. However, this column cannot be set as the sort column. Any…
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How to Count Number of Line Items?
How can I count the number of line items on a sales order or invoice? Count on the Item field won't work because the same item may be used more than once. TIA.
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Inventory Sales By Month Summary Report - How?
I've tried to create this custom report every which way but with no success - perhaps someone can help? I need to generate an Inventory Sales by Month report, where each line contains a summary of sales for a particular item for a particular month. Eg. Item1 2007-01 20 Item1 2007-02 15 Item1 2007-03 10 Item2 2007-01 50…
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trend graph change - help please
Hi, I love the graphs you can get of the KPIs.. however I noticed this week that the graphs end on the previous week now. For example, now the graph only shows through May 6. I use KPI of sales This week to date vs Last week to date. The number gives me a quick comparison.. and then I usually use the graph to see what my…
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"Ship Date" "Ship Date" "Ship Date" why can't we use this in a Report!
I am at a complete loss??? How is it possible that we are not able to use the "Ship Date" id "shipdate" which is a standard transaction body field in a Report? It just does not make any sense? I can see custom fields and just about any other field in the report builder but not "Ship Date" How is that possible. NetSuite…
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Awaiting External Support Reply
I'm trying to set up a case search that keeps track of how long it's been since the last message to the customer. The "awaiting support reply" field should do it, but if a rep sends an email to another rep internally, it counts this as a reply and resets my clock even though the customer hasn't yet received a response. Is…
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Reorder the Classes in the Class List
I would like to reorder the classes in the standard class list, but that option doesn't appear to exist as it does for other lists. I must be missing something. Anyone have the simple answer that is probably staring me in the face?
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% of Conversion By Campaign
I need to create the following report either through a New Report or Customizing an existing report: I initially customized the Campaign ROI Analysis Detail report but I can't seem to add a "# Prospects" column to the results. Can anyone help? We want the report to provide the following details of our marketing campaigns:…
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Best way to extract data without timing out
We have a sql script that pulls the fields we need and have narrowed it down by accounting period. The data is for an income statement where you can drill down to the info. However, in DAFT, excel queries,reporting services and crystal it times out. Has anyone found a work around? What I would like to do is download the…
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Possible to Left Join and Show Blanks?
Hello, I'm trying to do a customer search that uses the tasks that are associated with that customer. Unfortunately, when you attach a result from the task record for those customers that do not have a task, the search will omit that customer, similar to an inner join. Is it possible to show the customer even though there…
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Weekday Formula in Search?
Is it possible to create a formula in a search criteria to select transactions older than 1 business day (weekday)? For simplicity we can ignore holidays and assume that transactions are only entered during weekdays. For example, logic something like this: Date < Today - if( (Date=Friday or Date=Thursday) then 3 else 1)…
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Saved Search Criteria needed: Hours since case opened - is this possible?
I am trying to created a saved search based upon the hours since a case has been opened; has anybody been able to do that. When I use the date created, the most granular I can get is days. I really need to create a search showing all of the unassigned cases that are older than 2 hours - is this possible and if so, how?…
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collapsing scheduled reports
scheduled reports works for me. however, how do retain the collapse setting (or any setting) for a scheduled report? the 2 settings i want to retain are 1) collapsing of certain sections (report = income statement) and 2) column = accounting period instead of total. right now, scheduled report retains neither of those 2…
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Opportunity Aging?
Is it possible to create an "opportunity aging" report that shows how a sales rep's opportunities are moving through each stage of the sales cycle? Ideally we would like to see which opportunities are stuck and which opportunities are moving too slow/fast - but I would settle for something like the Customer Aging Report…
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Transaction Total vs Gross Amount?
When working with Report Builder, I often see the fields "Transaction (Total)" and "Amount (Gross)". However I never see a difference in the actual values when the report is run...although we haven't gone live yet so it may very well be that I just can't see the difference yet. Can anybody clue me in as to their intended…
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Current dealer orders
Tryin to create a report that will show sales orders in our system 60 days prior and 30 days after the report date. It can be customized to include a specific date range, but I can't locate a way to fix a generic set of dates 60-post, 30-pre so that it can be replicated easily. thanks.
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Can a search compare two date fields in a record?
We are on NSSB.. Most of our customers order on a regular basis.. We have a custom field in the customer record where we manually update the last order date (while we are waiting for the last_order_date field enhancement). Anyway, sometimes the order gets entered, but we forget to update this field. I'm trying to create a…
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Copied - Cross-tab report of sales for Company X Item
NS support couldn't help me build a report that seems simple. If this is possible in NS, can someone point me in the right direction? I need to see each company's sales total and sales by item, based on amounts stored in a custom record. Company Total Item1 Item2 Item3 ABC $495 $123 $234 $138 DEF $2035 $983 $328 $724 Thanks
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Cross-tab report of sales for Company X Item
NS support couldn't help me build a report that seems simple. If this is possible in NS, can someone point me in the right direction? I need to see each company's sales total and sales by item, based on amounts stored in a custom record. Company Total Item1 Item2 Item3 ABC $495 $123 $234 $138 DEF $2035 $983 $328 $724 Thanks
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Sales Reps Leads Reports
Hi, I want to create a Report or Saved Search that gives me the following, How many leads that rep was assigned in a week, month, or whatever range. This one was easy via "Count" in Results SubTab. Problem is the additional fields, i want to have 3 columns, Step 1, Step 2, Step 3 and Lead Dead which are check boxes in NS.…
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Dead Customer/Leads
Hi, We need a Search that will let us know all Leads/Prospects/Customers that haven't been modified, or even touched in the last 6 months? I mean, that not even edited, had a phone call, task, note, event, order, message, case, etc modified or added to their account. Based on this results, I would like to mark them via…
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Open Sales Order report and deposits
We have a lot of customers pay deposits towards sales orders. When we print a statement for a customer it doesn't show any deposits until they have been applied to an invoice. This is just plain wrong. We want to send a statement showing all deposits and everything. Also, when doing a report on open sales orders, we want…
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Custom Support ticket report
I'm setting up NetSuite as our help desk ticket system and would like to create a report that when run will show me all comments. The comments would be used for each interaction with the customer (notes from each call or work on ticket, etc). The problem I have that I have not been able to find a way to enter in comments…
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Custom Sales Tax Liability by Tax Item
We are a US Company that's selling to Canadian Customers in CAN Funds. On this report I exposed the Exchange Rate, BUT it rounds it to 2 digits when the bulk of our rates are 4 digits. Is there a way for me to show the correct exchange rate, without it being rounded? Thanks Carrie
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Search for customer's ship-to address fields
I was shocked to learn that I cannot apply search Criteria of Customer ship-to address fields. I can, however, include them in Results. My goal was to identify all customers with ship-to address state of DC, and to mass update Taxable to Yes (we have an office there). The workaround was to: [LIST=1] [*]Do the update based…
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Payment method is empty
I need to run a saved search of transactions and show how the customer paid. When I use the payment method field, there is no data there. Anyone know where that is kept? I'm actually running the report in Crystal but both Crystal and the saved search show no data.
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Saved Search: Customers who DIDN'T buy a certain type of item
I know, I know another post by me. Sorry. I'd like to have a saved search return customers that didn't buy a certain type of product. I've tried both 'item sub of' and 'class' but when a customers buys this type of item and buys something else, they still show up on the list. I can't figure out how to exclude customers…
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Customer count error
Hello, I am trying to design a metric that lets me know how well my sales reps are utilizing their customer base. To do this, I made a report using the customer count, added another customer count field, changed the first customer count date range to the last quarter, and then added a function field that would give me the…
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Saved Search highlighting Problem
I have created a saved search to list certain customers with their last purchase date as a result. To get only the last order show, I had to use MAXIMUM as the Summary Type for the transaction date field in result tab. Then, I have set it up to highlight any of the search result that is within a certain time frame.…
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Last purchase amount
I have a customer saved search and I'd like to add a line that shows the amount of the customer's last transaction. I tried this and it gives me an invalid field error. max({transaction.amount}) keep(dense_rank last order by {trandate}) Any suggestions?