Hi all - I'm trying to do a "Top 5 Vendors By Purc...
# general
m
Hi all - I'm trying to do a "Top 5 Vendors By Purchases" graph (equivalent of screenshot below) to display on the homepage but it doesn't look like vendors is supported by report snapshot - Am I missing something? Any other advice on how I can achieve this?
m
Are you wanting top 5 items sold by your company by vendor or top 5 vendor by how much you purchase from them? Do your items have vendors attached to them?
Hi again. Yes. You can do this. I just tested myself. You can create a custom report, rename it, then save. On the results you will see a little camera icon on the bottom left that lets you create a custom report snapshot for it. More details on how to do it here. https://docs.oracle.com/cloud/latest/netsuitecs_gs/NSDBG/NSDBG.pdf
m
Hi @Michael McNamara, I am looking to do a top 5 vendor by purchases (total spend value per month). As far as I am aware that vendor reports does not support report snapshots, so the camera doesnt appear on the bottom. Were you able to successfully replicate this for vendor reports ?
m
Hi Mika. It actually does work, but you have to build the report from scratch. I just did it myself right now. Go New Report>> Purchases. Then the Metric is Amount, Component = Vendor, and Field = Name. Make sure you set the subsidiary for audience and access. when you save it, the camera icon appears. Click it and set the columns. Then it is available as a snapshot for the dashboard.
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And here is the bar graph version.
Does this make sense?