Why does my KPI scorecard look like this for Close...
# generala
Adam Weaver
04/16/2025, 4:26 PMWhy does my KPI scorecard look like this for Closed WOs?
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MGBC
04/16/2025, 4:30 PMMaybe someone removed the date filter from the saved search driving this
Or made it into a non summary search
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Adam Weaver
04/16/2025, 5:01 PMwhere can I dig into this to adjust?
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MGBC
04/16/2025, 5:25 PMCustomization > Centers and Tabs > KPI Scorecards
MGBC
04/16/2025, 5:25 PMClick edit next to the KPI Scorecard witth the issue
MGBC
04/16/2025, 5:26 PMon the custom tab find the saved search listed for the CUSTOM KPI setup labeled closed wWOs
MGBC
04/16/2025, 5:26 PMGo to that saved search in Netsuite
MGBC
04/16/2025, 5:27 PMedit it and make sure it is a summary search with only 1 result...plus has only 1 filter in available filters and that is a date field. Also do not have a date field in the criteria
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Adam Weaver
04/16/2025, 5:32 PMof course its locked from someone else's implementation so I'll have to change the custom KPI completely
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MGBC
04/16/2025, 5:35 PMOops actually just click on the 426 value
MGBC
04/16/2025, 5:35 PMIt should take you to the search
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Adam Weaver
04/16/2025, 5:35 PMimage.png
Adam Weaver
04/16/2025, 5:36 PMso filters need to just be date correct
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MGBC
04/16/2025, 5:36 PMIs it a summary search?
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Adam Weaver
04/16/2025, 5:36 PMsaved transaction search
Adam Weaver
04/16/2025, 5:36 PMimage.png
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MGBC
04/16/2025, 5:37 PMYes but the results. Should only have 1 column with summary type sum or max
MGBC
04/16/2025, 5:37 PMOr min
MGBC
04/16/2025, 5:37 PMOr count
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Adam Weaver
04/16/2025, 5:37 PMimage.png
Adam Weaver
04/16/2025, 5:38 PMso just date with sum or max
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MGBC
04/16/2025, 5:39 PMYeah so one of those results should have a summary type
MGBC
04/16/2025, 5:40 PMMy guess is it was sum type of count on document number
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Adam Weaver
04/16/2025, 5:42 PMthat preview for max only shows one WO...but I guess that could be right
Adam Weaver
04/16/2025, 5:43 PMnah that was closed 10/2024
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MGBC
04/16/2025, 5:43 PMI’m not sure what preview you mean. I didn’t see a preview with any summary type set
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Adam Weaver
04/16/2025, 5:44 PMimage.png
Adam Weaver
04/16/2025, 5:44 PMI have a few extensions on my Brave Browser sorry lol
Adam Weaver
04/16/2025, 5:55 PMyeah thats still coming up with the same thing across the board.. I have it at least changed to the saved search I created ( a copy) so I will try to adjust it
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MGBC
04/16/2025, 5:56 PMDon’t use Max doc number
Use COUNT on doc number
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Adam Weaver
04/16/2025, 5:57 PMlooks more accurate! We are bad about closing WOs when complete
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MGBC
04/16/2025, 6:04 PM👍