How can I create a General Ledger Report as a save...
# ask-stanley-ai
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How can I create a General Ledger Report as a saved search
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AI generated answer (using internal Slack threads):
To create a General Ledger report as a saved search in NetSuite, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the 'Account' record type for your saved search. 3. In the 'Criteria' tab, set the 'Posting' field to 'True' and the 'Accounting Period' field to your desired period (e.g., Jun 2021). 4. In the 'Results' tab, add the 'Account' field (set to 'Group') and the 'Amount' field (set to 'Sum'). This will create a saved search that matches the activity for the specified period for each account, effectively creating a General Ledger report. If you want to include the GL number and not just the text, you might need to create custom fields on the item record to store this information. You can populate these fields via item import, scripting, or mass update. For new items, these fields could automatically populate according to the selected income/expense account. You can then extract these fields in a saved search. If you're dealing with a high transaction volume and the General Ledger report is cutting off, you can run the saved search in 'Persist' mode, which doesn't have a technical limit. Alternatively, if you have NetSuite data pulling into a Data Warehouse, you could build a query that pulls the data there, or use SuiteQL. ****** 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: 0.882081
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840396
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836846411
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