megaphone
SuiteWorld 2026 registration is now open—save $300 Register now
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Don't miss out on our Question of the Week! You only have until tomorrow, June 18, 2026, 2:00PM ET to comment your answers.
What if your ERP could help surface the next step before you go looking for it? Watch here to learn more!

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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $300 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.

SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now

Stumped: How to setup KPI with running total?

edited Dec 2, 2019 2:01PM in Account Administration 5 comments

I'm not a reporting/analytics guys, I'm really not.  I'm trying to create a KPI similar to the "Open Cases" KPI which is basically a running total of open cases as of a certain date.

I'll give an example:

Let's say I have a custom record called "Claim" and it has a Status field which can be "Open", "Closed" or "Denied" (I'm making this up).  I want to create a KPI that compares the count of "Claims" that are "Open" this week versus last week.  Pretty much just like the Open Cases KPI.  I've setup the System Notes criteria and Filter and the result is that my KPI is comparing "Claims" that BECAME "Open" this week and last week which is not what I need.  If I had 10 open last week and 5 more opened up today then

Steve Klett | Senior Developer
NetValue Technology

image-8cb77df5036e1-7e7f.png

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders