Scenario
Navigate to Setup > Company > View Billing Information > Billable Components tab, the Administrator can determine the number of Current Provisioned and Current Used licenses for their account. However, the report does not include specific users who are currently using each provisioned license for each license type. This has been submitted as Enhancement 266816.
Solution
As an alternate solution, a manual report can be created:
1. Navigate to Setup > Users/Roles > Manage Users
2. Click the Role column header once to sort the list by role in ascending order
3. Click the Export drop-down button and select Export-Microsoft Excel
4. View the excel file
5. Delete all rows corresponding to the Retail Clerk and Retail Clerk (Web Services Only) roles, if there is any
6. Delete all the rows corresponding to Partner Center, Advanced Partner Center, Employee Center, Vendor Center and Customer Center roles. To identify the roles belonging to Partner, Advanced Partner, Employee, Vendor and Customer Center, create a saved search in NetSuite using the steps below:
a. Navigate to Lists > Search > Saved Searches > New
b. Click the Role
c. Search Title: Enter Title
d. Click Criteria tab
e. Click Standard subtab
f. Filter:
- Inactive: is False
- Click Set
- Center Type: is any of Advanced Partner Center, Customer Center, Employee Center, Partner Center, Vendor Center
- Click Set
g. Click Save & Run
7. Export the search in Excel. Use Pivot Reporting to easily group all roles for each email login and count the total number of users:
a. Click Insert > Pivot Table > Pivot Table
Note: Navigational paths in Step 7 may vary depending on the version of Microsoft Office installed on the user's computer. This step was tested on Microsoft Office Excel 2007.
b. Create Pivot Table: Table/Range field should automatically highlight the data exported from NetSuite. If not, click the icon next to Table/Range field and manually highlight the exported data
c. Choose where you want the Pivot Table report to be placed: Select New Worksheet
d. Click OK
e. Pivot Table Field List:
- Select Email checkbox
- Select Role checkbox
f. Right-click the first email address from the list
g. Select Expand/Collapse
h. Click Collapse Entire Field
i. Highlight all the emails and Excel should display its total count at bottom of the screen (Example: Count: X). This is the actual number of users utilizing the Full Licensed Users license provisioned for the account.