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How to Match Transaction Saved Search with Customer Profitability Report?
Hi Community, I'm trying to create a Transaction Saved Search that returns the same figures as the Customer Profitability Report. However, I'm seeing different results between my Saved Search and the standard report. Does anyone know what criteria, filters, or settings I should apply in the Saved Search so that the results…
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How to Get Report Sales Gross Profit by Sales Rep ?
Hi Community, Is there any standard NetSuite report that can show Gross Profit by Sales Rep? Based on my review, the closest standard report is Customer Profitability. In this report, I can see Revenue, Cost, and Profit amounts. However, when I try to add a Sales Rep column, I face an issue: The Sales Rep name only appears…
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How to create Customer Sales Report of sold Parts?
I'm looking to make a (COGS) customer sales report. That has Customer Name - Date - Invoice# - Part# - Part# Description - Total Can some one help
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How to create Cumulative Monthly Sales Chart in SuiteAnalytics Workbook?
Hi, as in Analytics Formula doesnt support this SQL for cumulative calculation. SUM /*Balance as of today*/({amount}) OVER (ORDER BY {trandate} ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) Please advice how to calculate same in Analytics Workbook? Customer require a Line Chart with a cumulative month Sales. Cheers…
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How to Display Custom Transaction Record In Showing in Sales Reports
So we have a custom transaction record type. One of the GL impact is Sales account (Income) . But if we view our Sales Reports, all balances from the custom records do not appear in the report making it extremely inaccurate and not tally with the P/L report. Please help how to include it in Sales reports.
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How to correct Date (Week number) data of the Schedule Report?
Per the client. I have customized and scheduled a report of Weekly Sales in NetSuite to generate in the 2 columns Current Year Last Week (column K) and Last Year Last Week (column L) in excel. The issue - when report is schedule, the report is not automatically generating the last week. Under the Customization - Filters -…
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customer sales comparison report by salesrep
Hi, Is there a report or a way to create a report that would show sales totals by customer and filtered by salesrep? Something like this: Boss would like it and then be able to schedule it to be emailed to them. If I bring up a customer dashboard I see a sales indicator comparing this fiscal year to last fiscal year but he…
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How to generate a monthly sales report with cost?
Hi Community, Good day to you all. I would like to create a monthly report that contains all of the sales orders that have been invoiced within the month. In details, the Sales order is broken down into items sold with sales price and costs could be flushed out accordingly. Is any way to achieve that? Please help. Thanks a…
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Reports > Sales by Customer > Alternate Date Range
Is it possible to have a year over year report for revenue, but respect the From and To from Date filter. I can't get it to work on my example. Example: Date Filter set: 9/1/22 – 9/14/22 Column 1 Column 2 Column 3 9/1/20-9/14/20 9/1/21-9/14/21 9/1/22-9/14/22
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Sales Rep Report...
Dear Guru, I am trying to create a sales rep report that returns the following data. Sales Orders, Invoices, fulfillment status, and amount. Here is what I have so far but can't get all the info. Please help. Please assist. Thanks!