Tag: reports

“The results of this report are too large. Please narrow your results.” issue in Financial reports

In some scenarios, management may be required to run financial reports from previous years to date which can contain a lot of lines. Users may sometimes encounter a notice: “The results of this report are too large. Please narrow your results.” which can render incomplete data. As per SuiteAnswers Id 8392, the limits for retrieved rows… Continue reading “The results of this report are too large. Please narrow your results.” issue in Financial reports

Custom Row limit in Netsuite reports

Report results are truncated if they exceed the following row limitations. These limits are enforced for performance reasons. For most reports, results are limited to 25,000 rows. For the following reports, results are limited to 75,000 rows :Ad hoc reports A/R Aging Balance Sheet Budget Income Statement Budget vs. Actual Cash Flow Statement Cash Statement Comparative Balance Sheet… Continue reading Custom Row limit in Netsuite reports

Weekly Automated Time Report

Creating an automated time report, where the report will be sent to clients on a weekly basis. The report includes an approval section at the bottom with options for client signature via DocuSign or Adobe Sign. This approach ensures better professionalism by automating the process. Steps for Implementation  Schedule the Script:  Develop and schedule a… Continue reading Weekly Automated Time Report

Use Jira Reports for Tracking Progress

Reports help teams analyze performance and progress. Steps: Go to “Reports” in your project sidebar. Select a report type (Sprint Report, Velocity Chart, etc.). Choose a filter (project, sprint, or assignee). Click Generate Report to view insights. Tip: Sprint Reports help track team performance in Agile projects.

How to exclude intercompany transactions in revenue reports

Navigate to Reports: Go to Reports > Financial > Income Statement. Customize the Report:  Click on the “Customize” button to create a new version of the Income Statement. Modify Filters: In the customization options, go to the Filters section and add conditions to exclude intercompany transactions. You might filter based on transaction types or specific… Continue reading How to exclude intercompany transactions in revenue reports

Preferred Stock Level and Reorder point returning blank or no value in reports

As per BAU , the Preferred Stock Level and Reorder point will return blank whenever the item record doesn’t have any valid value in the Preferred Location field under the Purchasing /Inventory sub-tab. However, if the Preferred Location is set for an item which has multiple locations, the values will be picked only for the… Continue reading Preferred Stock Level and Reorder point returning blank or no value in reports

Display the Total Amount of Sales Created by a Sales Rep in Dashboard

1. Navigate to Reports > Saved Search > Saved Searches > New > Select Transaction. 2. In the Criteria tab > Standard sub tab > Add the following Filters: Type is Sales Order Sales Rep is (any of = select from the list) Main Line is true/yes 3. In the Results tab > Columns sub tab > Set the Summary Type to Amount = Sum. 4.… Continue reading Display the Total Amount of Sales Created by a Sales Rep in Dashboard