Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Building a bespoke report
Hi, sorry I'm still a bit of newb with reporting, and i've been asked to make a bespoke report.
I have created and customized reports in the past so I am aware of the UI etc. but I am a little confused of the limitations that are presented to me when building the report.
It'll be easier to first explain the report i'm after:
---Sales Rep Name
------ Class (grouped by the above)
------ Sales Orders ($)
------ Pipeline ($)
------ Quota ($)
------ Percentage of Quota (%)
When creating or customizing I'm restricted by the metrics and what data I can choose... I can't find anything which will let me use Sales ORders, Forecast, Quota, Sales Rep, Pipeline all together.
0