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!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Limit Visibility of Pipeline and Forecast Reporting
Is there a way to limit the visibility of sales related reports like pipeline and forecasts to the specific reps data and not all reps data.
Right now if I run any of those reports it shows everyones forecasts, pipelines and sales.
If I try to add a sales rep filter the option of "mine" doesn't seem to exist.
Basically we do not publish all sales data to everyone.
0