Business Intelligence
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Show the Last Log in Details of All Active Employees in a Saved Search
User needs to identify what are the roles assigned to their employees which are active and non-actively used.
Sales by Items Summary Report > Last Purchase Price on Specific Items are blank
User is running a custom Sales by Item Summary Report and noticed that some items display a blank Last Purchase Price but others are displaying the Last Purchase Price correctly.
Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0
When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.
Role Is Missing Under the Roles Subtab of a Saved Search
Some roles are missing under the Roles tab of a Saved Search.
Search for Entity Bank Details Without Parent Entity
Entity Bank Details are usually created from Customer or Vendor record. This way, the Entity Bank Details record is directly linked to the Customer/Vendor as its Parent Entity.
Ad Hoc Reports
You can use the ad hoc reporting feature to create your own reports to fit the specific needs of your business. For an ad hoc report, you can select the type of data you want to report on, the format of the report, and how you want to subtotal and group the information shown on the report.
Formula to Add a Link to Transaction Saved Search Which Opens Another Transaction Saved Search When Clicked
There are times when in a master saved search, a user would want to have a link which when clicked would redirect the user to another saved search (child).
Saved Search Results Drill Down Fields
When viewing the results to a saved search where Summary Type is used there are some fields that you can drill down to and others that cannot.
Display Customer Status on Opportunity Saved Search
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Create a Saved Search to Find Transactions Created by Administrator Roles
Create a Saved Search to find transactions created by an Administrator role.
Sorting Behavior for Saved Searches with Summary Types
Sort Byfields can always be selected on theResultstab of any Saved Search. This specifies how the results will be displayed when you run the search. Sometimes a user also definesSummary Typesfor the result fields, but he/she may forget to place the sort to use when viewing the search in summary form.
Saved Search for Customers created from WebStore
Create Saved Search that will show Customer records created from the Web Store
Saved search to show Vendor Name only to Open Purchase Orders report
Scenario:
Solution:
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Enter aSearch Title
- Go toCriteriatab >Standardsubtab,
Filters:- TypeisPurchase Order
- MainLine isTrue
- StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
- Go toResultstab >Columnssubtab
- ClickRemove Allthe
- Add the followingFields:
- Date
- Document Number
- Vendor : Company Name
- Vendor : Name
- Status
- Amount
- ClickSave&Run
Report Customization to show Amount Net of Tax and Tax Amount
Users want to customize Accounts Receivable Aging Report to show Amount Net of Tax and Tax Amount. By default, Amount Net of Tax and Tax Amount fields cannot be selected as columns in any reports in NetSuite.
Sales Order Saved Search That Do Not Have Item Fulfillment Records Generated Yet
Sales Order Saved Search that does not contain Item Fulfillment related records.
Create a Saved Search to Display Sales Orders with No Files Attached
User needs to have Transaction Saved Search to display Sales Orders with no files attached under the Communicationtab > Files subtab.
Examples of Calculated Measures
The following examples show how you can use calculated measures in your pivot tables and charts.
Calculated Measures
A calculated measure is a measure that you can create in your pivot tables and charts using arithmetic operations with base measures. For example, you can use the following definition to calculate profit percentages:
Reports Available for Custom Report Snapshots
The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.