NetSuite – How to create a Report for Sales by Customers from a Certain Category

To  create a Report that will show all Sales generated from Customers within a specific Category, customize a built-in report:

1. Navigate to Reports>Sales>Sales by Customer
2. Click Customize on the bottom left
3. Specify a Name for the report
4. Click Edit Columns
5. On the Add Fields section:
    a. Click the Customer/Project folder
    b. Click Customer Category and click Name
6. Click Filters
7. On the Add Fields section, click the Customer/Project folder then click Customer Category
8. On the Choose Filters section, under the Value column:
    a. Filter: equal to
    b. Click the Icon on to select multiple categories
    c. Add all the Categories then click Done
9. Click Save

The report can then be accessed from: Reports>Saved Reports

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