In NetSuite, all reports are automatically sorted by default, either based on a single column or multiple columns. However, users have the flexibility to modify or remove these default sorting settings and introduce new sorting options to customize their reports according to specific requirements. Important Note Regarding Financial Statements: For financial statements, it is recommended… Continue reading Sorting Data on Reports
Tag: Report customization
Exclude Non-Posting Transactions in Custom Detail Report
Scenario The client wants to create a custom report that only includes posting transactions. Currently, the custom transaction report consists of both posting and non-posting reports. Solution Navigate to Home> Set Preferences> Analytics Tab In the Reporting section> Report by Period field> Set value to All Reports Then click SaveAfter these steps, the custom transaction… Continue reading Exclude Non-Posting Transactions in Custom Detail Report
Sales Report Not Showing All Items In Cash Sale
The client has a scenario where some miss match in margin amount calculation in two reports.Some items in Cash Sales and Invoices not showing in any Sales Report even if Cash Basis Reporting = F in Setup > Accounting > Accounting Preferences > General tab and proper date filters are set.One report used here is Sales and the other is Tax Transaction. The reason behind the… Continue reading Sales Report Not Showing All Items In Cash Sale
“Report Execution Error” When Using Yesterday as a Report Date in a Saved Report
When ‘Yesterday’is used as a Report Date on their Saved Report but encountered this error: “Report Execution Error”. This can be resolved by changing the Activity Date filter and setting the following:Filter: betweenDate Range: YesterdayFrom: enter yesterday’s dateTo: enter yesterday’s date
In Report Builder, how to sort by a Formula field column
In Report Builder, how to sort by a Formula field column
Exclude closed sales orders from Sales Orders by Sales Rep Detail Report
The Sales Orders by Sales Rep Detail Report includes all of the Sales Orders and Return Authorizations made during the date range selected and excludes only those with either Cancelled or Pending Approval Status. This customization allows a user to also exclude those with Closed Status. Solution Navigate to Reports > Sales Orders > Sales Orders by Sales Rep > Detail Click Customize Button Click Filters tab Click Validated Status Filter: Select not equal… Continue reading Exclude closed sales orders from Sales Orders by Sales Rep Detail Report
Defining Report Fields
Defining Report Fields
Customization on Sales by customer report
Client needs to get the report to compare the sales per customer this year VS last year As a solution we customize the standard report, or we can create saved search report to replicate the details. Standard report customization: We choose the following in the customization settings Alternate date range Type: Relative to today’s date… Continue reading Customization on Sales by customer report
Report creation: On-hand inventory per month
On-hand inventory values of items per month basis can be reviewed by customizing the Inventory valuation standard report. Open the Inventory valuation report by Report> Inventory/ Items> Inventory valuation Click Edit Columns Tab. Add the column Quantity On Hand: Quantity On Hand and set an Alternate Date range. To add another column for another month, repeat step 3. Uncheck the Add… Continue reading Report creation: On-hand inventory per month
PROPOSAL FOR INVENTORY AGING REPORT
Proposal summary JCurve Solutions would like to create new a report to retrieve data from Purchase orders and Item receipts with getting details from inventory item Lot/ Serial item that are still available on date recall report. In case an item in one purchase order has an item receipt more than one time, it will… Continue reading PROPOSAL FOR INVENTORY AGING REPORT