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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Custom Report Based On Sales + Case Volume
Anyone had any success with creating either a custom report or custom saved search based on sales but also reference case records? I haven't had any luck in custom reports and I know I can easily loop both sales and cases into a saved search but I like the report options for Monthly, Year, etc.
Here is what I am trying to accomplish:
1) Report should include all customers with sales created during previous month.
2) Of those customers with sales in previous month we need:
a. Total Closed Cases in Previous Month
Thanks in advance for your help!
Jenny
0