Generating a Project-Wise Time Report in NetSuite enables organizations to efficiently monitor and analyze the allocation of time entries across various projects. This guide provides a step-by-step approach to developing a saved search report with date filters in NetSuite, allowing for a detailed view of time entries categorized by project.
Steps to Create the Project-Wise Time Report:
- Navigate to Saved Searches:
- Go to
Reports > Saved Searches > All Saved Searches > New.
- Select the Search Type:
- Choose “Time” as the search type to focus on time entries.
- Set the Criteria:
- Include necessary filters to refine the data. For instance, filter out non-relevant time entries or those outside a specific timeframe.
- Configure the Results:
- Set the results to display essential fields such as Date, Employee, Hours, and Project.
- Group the results by Project to get a comprehensive view of time entries per project.
- Add Date Filter:
- Under the Criteria tab, add a date filter to allow users to set the desired date range for the report. This makes the report adaptable and user-friendly.
- Save the Report:
- Save the report with a meaningful and descriptive name, such as “Project-Wise Time Report with Date Filters”.