Business Intelligence

Custom Role > Create KPI Scorecard > Unexpected Error

Scenario
When a custom role tries to add a Custom KPI Scorecard in the dashboard, it shows "Unexpected error has occurred" notice
Solution
  1. Log in as an Administrator
  2. Navigate toCustomization>Centers and Tabs>KPI Scorecard
  3. Affected Scorecard: ClickEdit
  4. ClickContent
  5. ClickCustom
    Note: Make sure that there are no skipped fields for Custom KPI # 1-9. For instance, if you add three Custom KPIs, it should be under Custom KPI #1, Custom KPI #2, and Custom KPI #3.
  6. ClickSave

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How to Export All User Notes

Scenario
A user wants to export all of the User Notes in their account.
Solution
  1. Navigate toLists>Search>Saved Searches>New
  2. SelectUser Note
  3. ClickPreview
  4. Click theExport (Excel)Icon

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Creating Custom Report Snapshots

If standard report snapshots are not providing the information that you need, you can create custom report snapshots to be displayed in dashboard portlets. To create a custom snapshot, customize a standard report that currently generates snapshots, and create a snapshot of the customized report when you run the report.

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Report Snapshot Portlets

Report Snapshot portlets can show summaries of some reports that are available to you. You can choose among standard report snapshots or create custom report snapshots.

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Scheduled Saved Search of Inactive Employee Not Sending Email

A scheduled saved search is not sending emails.

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Create a Report That Shows Breakdown of Landed Cost for an Item

User need a report that shows computation of the landed cost added to an item through Item Receipt Transaction to help better understand the breakdown of costs of inventory and a summary of landed costs. However, this report is currently not available and logged under Enhancement 138943.

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Saved Search to Compare the Base Price and Purchase Price of Items

User would like to compare the Base Price of an Item against the Cost of the Preferred Vendor set in the Item record.

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Saved Search for System Notes Notification When Purchase Price Field Is Modified

The user has an existingItemSaved Searchthat would notify him every time thePurchase Pricefield of any item is modified. But when the report runs, users gets an email of anySystem fieldthat has been modified.

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Create Saved Search for Drop Ship Items with No Purchase Price

A user would like to create a Saved Search that displays Drop Ship Item with Purchase Price empty.

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Item Saved Search for Purchase Price History

User wants to create a saved search for Purchase Price History of items

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Project Profitability Detail Report Shows "No Data Available"

Make the information on the Project Profitability Detail report show up as it shows "No Data Available" when selected even though amount are in the Summary

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Project Profitability Report > Employee Column

User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.

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Customer Saved Search Shows Total Sales for Both Parent and Child Customers

User wants to create a Customer saved search that returns the Total Sales for both Parent and Child customers.

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Saved Search to pull up Bill Credits with Unapplied Amount

User wants to create a saved search that shows Bill Credits that have an unapplied amount.

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Journal Entries not Available in the Customer Profitability Report

The user creates a Customer Profitability Report by going to Reports > Customers/Receivables > Customer Profitability. However, journal entries are not available on the report.

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Create Saved Search to Show Items Which are Not Component/Member of Any Assembly

Saved Search to show Items Which Are Not Component/Member of Any Assembly.

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Transaction Saved Search to List Files Attached to Invoice Records

Create a transaction saved search to list files attached to Invoice records.

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Display Amount Net of Tax (Foreign Currency) on Transaction Searches

Currently, there is no standard field to show Amount Net of Tax (Foreign Currency) on Transaction Searches.Enhancement 207815has been filed to keep track of the process of making this functionality a part of standard NetSuite Features.This article will tackle how to expose the Foreign Currency Amount of Foreign Currency Denominated Transactions (Net of Tax) entered in NetSuite in a Transaction Saved Search. Also, this serves as an alternate solution for the aforementioned Enhancement.

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Access Saved Reports Results to Report Execution Error

Scenario:

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Transaction Saved Search > Type: Payment > Total Amount is using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency

Payment Saved Search > Total Amount using the Base Currency of the Parent Subsidiary > To be able to see the Amount in Foreign Currency

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