Netsuite has a default report called "Sales Reps B...
# ask-stanley-ai
h
Netsuite has a default report called "Sales Reps By Activity" which includes standard activities such as Phone Call, Event, Task but also has Email & Notes included in it. Is there anyway to replicate this report to have it display all in one? I am looking to use this data to create a chart that will separate out each "activity"
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that the "Sales Reps By Activity" report in NetSuite does not directly allow for the customization you're looking for. However, you can achieve this by creating a custom Saved Search. Here are the steps to create a custom Saved Search that separates out each activity: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to search. In this case, you might want to select 'Activities'. 3. On the Criteria subtab, you can set filters for the search. You can add a filter for each type of activity you want to separate out (Phone Call, Event, Task, Email, Notes). 4. On the Results subtab, you can choose which fields to display in the search results. You can include fields like 'Activity Type', 'Title', 'Date', 'Assigned To', etc. 5. Save the search. This will give you a report that separates out each activity. You can then use this data to create a chart. Please note that this is a general guide and the exact steps may vary depending on your specific NetSuite setup and requirements. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.854057312
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840241969
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824964643
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