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Discover new innovations across NetSuite with 2026 Release 2
■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
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■ Release Preview Guide
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■ NetSuite 2026.2 Release Notes
■ NetSuite SuiteApps Release Notes
■ NetSuite Sneak Peeks
■ Release Preview Guide
■ Release Preview Test Plan Template
Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
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
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