Sarah
12/12/2024, 4:03 PMCeligo AI
12/12/2024, 4:03 PMAI generated answer (using internal Slack threads):The report setting that only shows summary level data in NetSuite can be achieved by creating a custom report and selecting the fields you want to summarize. You can then group these fields to create a summary level view. However, this will not provide a drill-down option to view transaction details. To create a summary level report, follow these steps: 1. Navigate to Reports > New Report. 2. Select the type of report you want to create. 3. In the Columns tab, select the fields you want to include in your report. 4. Check the 'Group' checkbox for the fields you want to summarize. 5. In the Criteria tab, define the filters for your report. 6. Save your report. Remember, this will only provide a summary level view and will not allow for drill-down to transaction details. If you need to access the detailed data, you would need to run a separate search or report that includes the detailed fields. ****** 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
12/12/2024, 4:04 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.826122761
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811068952
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80690819
Celigo AI
12/12/2024, 4:04 PM