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Is it possible to see the criteria/filters that NetSuite uses for Standard KPIs?
Is there anywhere to see how/where NetSuite is calculating the Summary value for the Standard KPIs? I've asked this question a couple of times in different contexts, but I've never really gotten an answer that explained what is happening here. The challenge I'm having is that when using NetSuite standard KPIs, very often…
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SuiteTip: Saved Search vs. Reports and When to Use Each
Welcome back to another SuiteTip! In this article, we'll discuss about one of the most common questions a user might ask: Should I use a Saved Search or a Report? Both tools provide access to real-time data, but they serve different purposes. Choosing the right one can significantly improve performance, usability, and…
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WEBINAR REPLAY | Smarter Reporting for Services and Project-Based Teams
For services and project-based businesses, reporting plays a critical role in understanding service delivery, utilization, and revenue performance. Join this training webinar to learn how NetSuite reports, saved searches, and workbooks can power better services and project reporting—no custom development required. Learn…
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Calculate Avg of Balances for KPI Scorecard
Hello, I’m trying to create a custom KPI for a KPI Scorecard that calculates the sum of “as of” balances divided by the number of months to date, within a specific date range. The challenge I’m facing is that when I apply a date filter, the “as of” balance values are not preserved — the KPI only reflects data from selected…
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Event and Activity type of saved search to be used in KPI not working? Enhancement?
Event and Activity type of saved search to be used in KPI not working? Enhancement?
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Top 50 Product Sold KPI
When trying to create kpi for the, Top 50 Items by Sales, I get the view I want but when I click on an item to get the detail, it does not show the company name. When I customize the view to add a column for the company name, on the, Sales by Item Detail report, it creates a new customer name column but when I try to setup…
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NetSuite Mobile App KPI dashboard
Hello Community! Several users at our business are having issues with the KPI dashboards not displaying in the NetSuite mobile app. It seems to be impacting every user of the mobile app. Are there currently issues with this part of the app?
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List of KPI Ranges for the KPI Portlet?
Is there a list, or documentation somewhere, of all the ranges available for the Key Performance Indicators portlet? We have a number of users who are working on making their own Custom KPIs for their KPI portlet, but they want a reference for all the range options. Does such a reference exist? Right now the only "list" is…
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WMS users - How to view productivity from Warehouse Associates?
For those who has Netsuite WMS and is managing a Warehouse team, how do you keep track of Warehouse Associate Picking, Packing, and Put Away times? I've asked NS support and pointed to do a global search of "WMS Open Task" and "WMS Closed Task". I do see activity, but the results are over 500k lines of data and I can't…
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Payroll Report/KPI
I would like to set up payroll reports/KPIs to show the total amount for each pay period, which in our case is twice a month. Does anyone know how I can do this?