The client would like to add permission to a role that can export (download) the Report in various formats. For a custom role to have the ability to Export (download) the Report and Lists results, the role must have the Export Lists permission. This permission should be added to the custom role. On adding this permission the export button will be visible on the… Continue reading Permission To Export the Report
Tag: report
How discount values are calculated and fetched in saved searches and reports
If the discount amount is in Currency format: To calculate the amount of discount that each item receives, we can follow these steps: Calculate the total value of the order before any discounts are applied. For each item on the order, calculate the weight of the item as a proportion of the total value of… Continue reading How discount values are calculated and fetched in saved searches and reports
Report on the behavior of discount items in sales transactions
Non-Posting/ Account Line Discount Item/ Body Discount Item Discount amount reduces from field… in saved search Non-Posting Line Discount Item – In Record: The discount amount will be reduced from the subtotal of an item.– In saved search: Will show the discount item in a separate line. Also, the disc amount will be reduced from… Continue reading Report on the behavior of discount items in sales transactions
Defining Report Fields
Defining Report Fields
NetSuite ODBC-Power BI Basic connection Manual and solution to Report Refreshment.
Dynamic account columns using Workbook
Requirement: In the report, all columns are static in the saved search and not dynamic. The client would like to show the account columns which are related to the transactions in the report. This means that only the columns having an amount is to be shown in the report as columns. Solution: Go to Analytics… Continue reading Dynamic account columns using Workbook
Create a Report to Show Customer Returns Quantity per Item
1. Navigate to Reports > Sales > Sales by Item > Customize Summary. 2. Under Filters link, click on Sales folder. Scroll down and click on Transaction Type folder. Click on Long Name. Set the filter to Long Name is equal to Credit Memo. 3. Enter a Report Name and click Save.
GROSS PROFIT REPORT BY SALES REP
Go to Reports -> Customer/ Receivables -> Customer Profitability report Click customize button Remove Customer column Add Sales Rep Name from the Folder Customer/ Project. Check the Group field to show the report results grouped by sales rep name. Save the report
Deferred Revenue Waterfall Report
The Deferred Revenue Waterfall Detail report gives a prediction of the anticipated revenue stream and reconciles the balance of the deferred revenue account on the balance sheet. Run this report following the creation of the current period’s revenue recognition and deferred revenue reclassification journal entries. Categories in Deferred Revenue Waterfall Report: prior unrecognized: Deferred revenue… Continue reading Deferred Revenue Waterfall Report
Date filter on Reports
In some reports, the date filer will be shown as As Of Date to specify the date range for the report’s results. To make the As of Date filter to include the FROM and TO date filters: Open the reports Click on Customize button Click on the Filter page Edit the date filter as Inclusive… Continue reading Date filter on Reports