NetSuite Reporting Tools

[@femalesolohiker]

I was about to ask a question but figured the answer while watching about the Saved Searches, thank you!

[@SuiteCris]

Haha You're welcome in advance then!

[@roxxy0222]

This entire segment was very helpful. Thank you.

[@SuiteCris]

You're very welcome Roxy!

[@richardngjoobeng1403]

This video is amazing. Great Job! Thanks.

[@SuiteCris]

Thanks alot Rich! I really appreciate that.

[@Joseph-vi9nl]

Really helpful and well explained, thank you very much

[@SuiteCris]

You're very welcome!

[@kehindebello7505]

I love that you keep your videos really articulate and short. I get overwhelmed with long videos. Can you do something on O2C and P2P process areas?

[@SuiteCris]

Thank you! If you want more on O2C and P2P, check out my courses (except for the Pjt Mgmt one): supertraining.supersync.cloud/collections

[@rashiqstube9564]

Thank you for the reporting session. I would like to see the entries to manual offsets to clear in NetSuite

[@SuiteCris]

Thanks man. Do you mean like corrective Journal Entries?

[@paolosellan9445]

My main frustration at the moment is not being able to include a full-year budget column in the same report as, for example, a Q1 report. In other words, if I generate a Q1 report comparing Actual vs. Budget for the first three columns, I would like to add a fourth column that displays the full-year budget as a constant value. Ideally, I would also like to create a fifth column to calculate the remaining spending budget by subtracting the Actual numbers for Q1 (first column) from the Full Year Budget (fourth column).

[@SuiteCris]

Sorry, it's hard for me to coach you through without having it in front of me. The Report customization feature is a real pain, but it sounds like what you want is doable.

[@Trisha211able]

Im particularly looking for AR Aging and Aging detail. Thank you

[@SuiteCris]

My accounting course talks a bit about AR/AP including related reports. Otherwise, I'll put it in the queue of additional KZbin videos to make.

[@Pandy-mi4zg]

Great videos, thank you. I'm not able to find how to reconcile bank accounts, balance sheet recs, or even if there are bank feeds etc?

[@SuiteCris]

Thanks Pandy! Have you checked out my Bank Recs video? That may help.

[@Pandy-mi4zg]

@@SuiteCris Wow, thanks for answering so fast. You're amazing! What about paying employees? reporting to govt (I'm in Australia). how do you actually pay bills, ie bank feeds? (i've come from MYOB)

[@SuiteCris]

No problem. I don't have anything yet on payroll or gov't reporting, but I can put those in the queue. I do cover Bill Payments in my course for Accountants, but unfortunately I don't have a KZbin video on that. supertraining.supersync.cloud/courses/accountants-course

[@manvikiyan5249]

amazing how clear you are describing details... i can almost feel how scattered brain i am hahahha

[@SuiteCris]

Thanks for the kind words!

[@jeeppicker2986]

Thank you for your videos. There's a way to zoom in on the report page? I wanted to print my daily report bigger or large.

[@SuiteCris]

Hi Picker of Jeeps! Yes, actually there is. If you click on the print button and on the pop-up print window click the "More Settings" option. Near the bottom there is a "Scale" button, which you can switch to Custom and then increase the size to a bigger font.

[@RobertGustafsson-ct1xj]

Nice to see how to use add-ins in excel and the connection to NetSuite's

[@SuiteCris]

You're welcome!

[@ashifomr]

Hi very helpful, can you upload a video for postdated cheque posting perfect way in netsuite. Customer & vendor

[@SuiteCris]

Hi Ash, interesting. Ok I'll put that in the queue.

[@roxxy0222]

How to upload formatted excel spreadsheet into Netsuite to impact the Income Statement & Balance Sheet.

[@SuiteCris]

Roger that.

[@ameliabeeee]

Do you have a video that tackles Reports on Sales Orders by Item?

[@SuiteCris]

Sorry, that's pretty specific, is there some problem you're having with that report?

[@RompyThomps]

With the company I am working for right now, It would help me if I was able to create a report that eliminates POs or orders that have been fulfilled but not have had cost allocation yet. Could be another Video hehe

[@SuiteCris]

Hey Romps, yeah I'll see what I can do!

[@RompyThomps]

@@SuiteCris 💓 Thank you so much for your hardwork I love your videos and have helped me so much!!! 😍💞

[@SuiteCris]

My pleasure!

[@hashi856]

Why does the dot operator frequently not work in saved searches? There are a lot of times when I know a field exists but {[field].[attribute]} returns "ERROR: Field Not Found" in the results column. for example, for a transaction search on bills, {entity.entityid} returns a field not found error. Same with {entity.category}

[@SuiteCris]

It's hard to say, sometimes the actual field name is different than what you input or the records you're looking for are under a different join. Sometimes you have to play around with it and test things out to get what you want.

[@JELOKARET]

can you help me with making a report on cost accounting for all assembly items? I downloaded the cost of bill materials but it only let me do 1 assembly at a time … i am having a hard time to pull for all assembly items - thank you

[@SuiteCris]

Native netsuite doesn't allow cost accounting for multiple assembly items. One workaround is to make a saved search that can pull cost accounting for single layer BOM assembly items, but that may not be enough for what you need.

[@fabianalfaro4314]

How to work with inventory, inventory demand estimation, etc

[@SuiteCris]

Ok cool, I plan on doing an inventory/WMS set of videos in the next month or so.

[@manvikiyan5249]

is there a training / practice for netsuite like what we could with xero and qbo?

[@SuiteCris]

Like a demo account? Unfortunately, no. NetSuite only hands those out to clients and partners.

[@EmiliyaGriffis-r2o]

Hi Chris, I am starting a new job as an Accounts Payable and Accounts Receivable Clerk. Can you please create suitable tutorials for this role? Thank you.

[@SuiteCris]

Hi Emiliy, I made a course for that type of role. Just go to this link: supertraining.supersync.cloud/courses/accountants-course

[@S4LightsMarketing]

Can I set up an email notification for any order placed (fulfilled or not)? Ultimately I want to set up a MS flow that will take the order info and post that order information to a Teams Channel. I am not looking for a service to handle this. Thanks.

[@SuiteCris]

Sure, there's a few ways to do that. You can set up a Saved Search that sends you email alerts, or you can make a simple Workflow that emails you every time an order is placed. SuiteScripts could also be used if you want to get more elaborate.

[@SuiteCris]

If you don't know how to do the above, check out my Saved Searches and Workflows videos.

[@fabianalfaro4314]

How to create a personalized funnel chart?

[@SuiteCris]

I won't lie, this is going to be low on the production list. Don't hold your breath.

[@smitharajan6442]

Can you please do a video about SCM Mobile.

[@SuiteCris]

Sure, I can add that to the list. I'm currently making an Inventory Mgmt course but I won't talk about the Mobile App in that specifically.

[@manvikiyan5249]

sample of exams for the certification please

[@SuiteCris]

supertraining.supersync.cloud/courses/suitefoundation-course