Si Hobbs
02/09/2025, 8:43 AMCeligo AI
02/09/2025, 8:43 AMAI generated answer (using internal Slack threads):To create a sales report in a grid for the last seven days grouped by product class, you can use a combination of Saved Search and SuiteAnalytics in NetSuite. Here's a step-by-step guide: 1. Create a new Saved Search in NetSuite. Go to Reports > Saved Searches > All Saved Searches > New. Select 'Transaction' as the record type. 2. In the 'Criteria' tab, set the following filters: - Type = Sales Order - Date = within the last 7 days - Main Line = True 3. In the 'Results' tab, add the following fields: - Name (Group) - Quantity (Sum) - Class (Group) 4. In the 'Summary' tab, set the following: - Group by 'Class' - Sum 'Quantity' 5. Save and Run the search. This will give you a report of all sales orders in the last seven days, grouped by product class. The quantity field will show the total quantity of each product class sold. If you want to create a pivot chart or need more complex grouping, you might want to switch to SuiteAnalytics Workbook. SuiteAnalytics provides more advanced data analysis and visualization capabilities. ****** 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
02/09/2025, 8:44 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
02/09/2025, 8:44 AM