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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Financial Reports - by Customer - sorting issues
Hello -
Our company does both wholesale and retail (web, phone, walk in) sales. While wholesale accounts for over 90% of the revenue, retail customers account for over 90% of the customer records in NetSuite. This creates a problem where we have a very long list of customers, but when doing reporting the most relevant customers are getting buried in among the large number of low $ retail customers.
Here is an example:
CFO wants to run a budget to actual financial report, and often likes to use NetSuites built in report filters to filter on a specific customer. Even though he is likely to only do this for any of our 50 significant customers, he has to hunt that customer out in the huge list of customers.
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