NetSuite Quickies - Custom Report Basics

In this episode of my NetSuite Quickies, I go through the very basics of custom reports.

[@chrisjones5482]

Thank you, Mathieu. This was very clear and concise!

[@manniefresh7354]

I really hope you still check these comments! I have a field that someone set up "vendor name" but it does not return anything in the column in the report. How can I reverse engineer this and make it attach to the vendor's name we have in the system?

[@louiseirwin5047]

I have an older version of Netsuite. How do I add county taxes for state of North Carolina? Also, I need to be able to sort all states. Have not figured out how to sort by State. Many thanks for any help you can give.

[@mathieugoodman]

Hi Louise! I'd be happy to assist, but you'd have to reach me through my work email at [e-mail]. Thank you!

[@sumitpatel1194]

Thanks you, Mathieu. Can you please guide us to bring these custom reports to dashboard in chart view?

[@lapkeichang6869]

Hi MAthieu, do you know how to find a field from other document (i.e. SO, PO, IR, WO). In my case when I try to create a reception report, I can´t not find the field PO number and received qty. I guess like other ERPs is a relationship table/map where I can find the table & right field name. Thanks

[@nellieheay5257]

can I create a report for individual accounts?

[@mathieugoodman]

If by Account you mean Customer, then yes, absolutely! You can use the Name field in the Criteria section to pick specific customers, or use it in the Available Filters section to pick the Customer you want after the search has executed. If by Account you mean GL Account, then use the Account field instead of the Name field. Let me know if that works!

[@TheDrunkenTourist]

@@mathieugoodman and how would I print a report illustrating the specific products that individual customer has purchased within a specific timeframe. Thank you for your great information.

[@danielhartjes2479]

A good overview but I would have preferred a longer more thorough session on this topic.