Reports Available for Custom Report Snapshots

Written by
Milkie Fernandez
Published on
September 29, 2023 at 7:44:29 AM PDT September 29, 2023 at 7:44:29 AM PDTth, September 29, 2023 at 7:44:29 AM PDT

The only reports that you can customize to create custom report snapshots are reports that are used to generate standard report snapshots.

Note: The reports available to you in NetSuite depend upon your role and the features you have enabled.

The following reports can be customized to create custom report snapshots.

  • Alt.Sales and Billings Forecast vs. Quota

  • Campaign ROI Analysis Summary

  • Campaign Response Summary

  • Closed Case Analysis Summary

  • Customers by Partner Summary

  • Customer Profitability Summary

  • Earned Value by Project

  • Forecast (Outstanding) by Customer Summary

  • Forecast by Item Summary

  • Forecast by Sales Rep Summary

  • Forecast by Status Summary

  • Forecast by Customer Summary

  • Hosted Page Hits Detail

  • Hours & Earnings

  • Internal Search Summary

  • Inventory Revenue Summary

  • Item Orders Summary

  • Lead Source Analysis Summary

  • Open Case Analysis Summary

  • Open Invoices

  • Open Sales Orders

  • Page Hits Detail

  • Page Hits Summary

  • Partner Activity Summary

  • Payroll Liabilities

  • Pipeline by Sales Rep Summary

  • Pipeline by Status Summary

  • Pipeline by Customer Summary

  • Prospect Analysis Summary

  • Referrer Summary

  • Sales Activity by Sales Rep Summary

  • Sales by Customer Summary

  • Sales by Item Summary

  • Sales by Partner Summary

  • Sales by Sales Rep Summary

  • Sales Orders by Customer Summary

  • Sales Orders by Item Summary

  • Sales Orders by Partner Summary

  • Sales Orders by Promotion Code Summary

  • Sales Orders by Sales Rep Summary

  • (Search Engine) Keywords Summary

  • Time by Customer Summary

  • Time by Employee Summary

  • Time by Item Summary

  • Total Open Estimates

  • Total Open Opportunities Detail

  • Total Pipeline by Customer Summary

  • Total Pipeline by Sales Rep Summary

  • Total Pipeline by Statuses Summary

  • Utilization by Employee (deprecated)