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Add custom reports to a folder other than "Saved Reports"
Hi When saving a custom report, this is automatically saved to the "Saved Reports" Sub folder under the reporting tab. Is there a way to save this under: a.) One of the other existing folders (e.g. "Purchases") OR b.) Create a new folder to store custom reports. E.g. create a new folder that appears in the Report drop down…
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[Customer Dashboard] Adding Custom Reports/Links
Hi, We have created a Custom Report which details Sales by Customer, by Brand - detailed on a month-by-month basis. I am looking for the best way to incorporate this report onto our standard Customer Dashboard. At minimum, I am looking to include a link - on the Customer dashboard - to the report which auto-filters it by…
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how to export/email Bank reconciliation summary in dashboard
the bank reconcialtion summary under peronalize dashboard is really great! we want to export it into excel and email it on weekly basis. how can we do it. or is there a way we can replicate the same report in saved report or saved search so that we can schedule / email the report in excel format?
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Collapase/Expand buttons not in exported report
Hi I am ware there are a few posts like this, but none that quite seem to address my issue. I have a report. When I view it in Netsuite I see the expand/collapse buttons, like this: When I export it however, the buttons are not present in the excel version, instead I see only hidden lines which does not work anywhere near…
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How to add custom headers and columns in Saved Report in Netsuite?
Hi All, I have done few changes with respect to the columns in the Monthly Sales item Saved report,and schedule it to send the automated email with the excel report to the customer. Now they wanted to do some changes to the Excel report which they receiving Add a custom / static text instead of the subsidiary name . Add a…
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Why are the shipping cost fields greyed out?
Hi There I have several transaction forms where the shipping and handling cost fields are greyed out If I toggle the display, (to normal or inline) they become visible again However, as soon as I save the form, they are greyed out again How do I restore this?
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How to Customize WMS Inventory Report Results?
Hi! From the Warehouse role it's possible to access the 'Generate Inventory Report' option through WMS Reporting > Inventory Reporting > Generatie Inventory Report. I would like to add a custom column to these results which shows the total value of the items. (quantity * cost price). Is this possible from within these…