YASSER
12/09/2024, 9:44 AMCeligo AI
12/09/2024, 9:44 AMAI generated answer (using internal Slack threads):To create an account statement report in NetSuite, you can use the Saved Search feature. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record you want to search for. In this case, you would select 'Transaction'. 3. In the Criteria subtab, you can set the filters for your search. For an account statement, you might want to include 'Account' and 'Date' as your criteria. 4. In the Results subtab, you can choose what information you want to display in your report. For an account statement, you might want to include 'Account' (Grouped) and 'Amount' (Sum). 5. Once you've set up your criteria and results, you can save and run your search to generate your report. Please note that as your data grows, this type of search may run slower since it has to process every transaction from the beginning of time. To mitigate this, you could consider running the canned Trial Balance Report (Reports > Financial > Trial Balance). To run it by date instead of period, you'll have to change your Report by Period User Preference (Home > Set Preferences > Analytics tab) to Never. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/09/2024, 9:45 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.830404
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82523489
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823688447
Celigo AI
12/09/2024, 9:45 AM