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!
How to create a Saved Search for Sales by Customer Report?
Hello,
The sales by customer summary report is missing transactions which have posted directly to our balance sheet.
I have created a transaction saved search which shows customer transactions which has helped to identify the missing data.
However, I cannot replicate the results of the transaction saved search in a custom sales by customer report.
Can you please advise how to show a summary of all sales by customer including transactions posted directly to our balance sheet, on a saved report.
Thank you
Tagged:
0