Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
Built-In Netsuite "Pipeline" Reports display no data (are blank)
We have been entering Opportunities for a while and summarizing everything in manual EXCEL workbooks. Very time consuming.
I'd sure like to get our Business Development people to start using NetSuite's built-in Pipeline reports. But I can't even give them a demonstration. Running one of the two Pipeline reports:
REPORTS>PIPELINE ANALYSIS>PIPELINE BY STATUS SUMMARY
or
REPORTS>PIPELINE ANALYSIS>TOTAL PIPELINE BY STATUSES
displays nothing
I have tried everything I know with my limited knowledge of NetSuite built-in reports.
If I run the TOTAL OPEN OPPORTUNITIES DETAIL report, I get what appears to be an accurate report.
You would think that all of these Opportunities would appear on the Pipeline reports?? At least that is what the HELP screens seem to indicate.