Articles tagged #REPORT
Articles tagged
#REPORT
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.
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.
Project Profitability Report > Employee Column
User would like to show an Employee Column consisting of First and Last Name on the Project Profitability Report.
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.
Mapping Asset Values to FAM Reports
When you customize your asset report templates, you must make sure that the Asset Values record is updated accordingly. If you have included any of the following fields in your asset report template, you must edit the report line to update the source values:
Saved Search and Report for Number of Resources Set for a Project
1. Create the Report:
Intercompany Elimination Report
The Intercompany Elimination report provides an audit trail of intercompany eliminations for a period. Run this report after posting intercompany elimination for a period. This report provides the source transactions marked for elimination, and the generated elimination journal entries.
Add Amount Due (Foreign Currency) into Open Bills Report
In this article you can find alternate solution forEnhancement 121606. Currently, the Amount Due (Foreign Currency) for A/P Reports including the Open Bills Report is not available.
Transactions and Amounts shown in the Income Statement Report Under No Class Column
When the Income Statement report is generated and the Column Footer Filter is Set to Class, Amounts show up in the -No Class- Column.
Effects of Removing Access to the Owner of Report, Saved Search and Custom Record
A user wants to know the effects when the owner's access to the Saved Searches, Reports or Custom Records has been removed.
Journal Shows the Same Figures in Columns Net Amount and Tax Amount in the Business Activity Statement Total Sales Box G1 in a VAT/GST Report
Reports>VAT/GST>Business Activity Statement> Drilldown Total Sales Box G1 > Journals show the same Figures in Columns Net Amount and Tax AmountHere are few illustrations of the standard behavior when applying GST in Journal Entries.
GST Sales Tax Code is Appearing on Purchase by Tax Code Report
The user has a Tax Code which is specifically made for Sales Transactions. However, whenthe user runs the Purchase by Tax Code report, the said Tax Code is appearing on the report.
Journal Import of Sales with GST Not Showing Up in the Business Activity Statement Report
The user has imported a sales transaction through CSV import of general journals and the CSV template has no mapping for Tax Account column in the Journal which in result made the sales transaction not reflect in the Business Activity Statement Report.
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.
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.
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.
Pay Run Journals > Get a Breakdown of Account-specific Amount in the Journal
User is preparing for their budgets for upcoming fiscal year and noticed that when running their Profit and Loss report, a specific account ought not to be used displays certain figures for specific periods instead of displaying zero (0) amount.