Articles tagged #REPORTS
Articles tagged
#REPORTS

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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Access Saved Reports Results to Report Execution Error

Scenario:

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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.

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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.

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Saved Search for Customers created from WebStore

Create Saved Search that will show Customer records created from the Web Store

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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.

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Generating Asset Reports

The fixed asset reporting tool uses the Advanced PDF format. This enables you to print the report or to view and download it in CSV (for Depreciation Schedule Report), PDF, or XML format. To generate the fixed asset reports, you must enable theAdvanced PDF/HTML Templatesfeature from Setup > Company > Enable Features > SuiteCloud.

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Loading a Report > Very Slow > Error after a few minutes: "Failed to Execute Report" After Several Minutes

A report generation depends on the volume of data. Therefore, it is expected for reports that look into a lot of records and transactions to take longer to load and eventually may receive a prompt Failed to Execute Report after 3 minutes of loading. Technically, reports that take more than 3 minutes to load may result in this error or not loading at all.

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Role Permission > Access Demand History by Item Report

A user wants their custom role to access the Demand History by Item Report.

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Customer Profitability Detail Report

The Customer Profitability Detail report shows cost, revenue, and profit dollar amounts categorized by customer.

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