i want to create customer aging report using saved...
# ask-stanley-ai
y
i want to create customer aging report using saved search
c
AI generated answer (using internal Slack threads):
To create a customer aging report using a saved search in NetSuite, you would need to manually recreate the report criteria in a saved search. Unfortunately, there is no direct way to convert a report into a saved search. Here are the steps you can follow: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record for your search. For an AR Aging report, you would likely select 'Transaction'. 3. Define your criteria. This will vary depending on your specific needs, but you might include criteria such as 'Type' is 'Invoice', 'Status' is 'Open', and 'Date' is within a certain range. 4. Define your results. Again, this will depend on your needs, but you might include fields such as 'Name', 'Date', 'Amount', and 'Days Open'. 5. Save and run your search. Please note that saved searches reflect the current status of transactions at the time you run the search. If you need a snapshot of a past period, you might need to save or schedule a version of the saved search results at the start of the period you're interested in. For highlighting different aging buckets, you can use formula fields in your saved search results to return different values (or colors) based on the 'Days Open' field. However, please note that NetSuite does not natively support color-coding in saved searches. You might need to export your results to Excel and apply conditional formatting there. Here is a SuiteAnswers article that might help you get started on the search: https://netsuite.custhelp.com/app/answers/detail/a_id/76072/kw/aging%20report%20saved%20search ****** 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: 0.870732129
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.857286
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855656624
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