Hi - anyone ever work on a report like this:
0-6 m...
# suiteanalyticsg
Gail Kasnett
05/04/2021, 6:22 PMHi - anyone ever work on a report like this:
0-6 mns | 23 Customers | View <list Of Customer>
6-12 mns | 12 Customers | View <list Of Customer>
12-18 mns | 7 Customers | View <list Of Customer>
18-36mns | 50 Customers | View <list Of Customer>
Where we count the number of customers that have not had a sale in the past X amount of months and the view is a link to the list of customers?
n
Netsuite Tragic
05/05/2021, 4:02 AMyes, make your first column a Formula (text) field and group by that
Netsuite Tragic
05/05/2021, 5:23 AMCASE
WHEN {lastorderdate} > {today}-180 THEN '0-6 mns'
WHEN {lastorderdate} > {today}-365 THEN '6-12 mns' ELSE 'More than 12' END
g
Gail Kasnett
05/05/2021, 8:59 AM@Netsuite Tragic and I guess that means that you would do this as a saved search
n
Netsuite Tragic
05/05/2021, 10:47 AMThat's the way I have done it. You could make a Custom Field on the Customer and have that sales band calculated there. Then you could use a Report. The drill downs are nicer. Of course, you could also use Analytics allowing you to include Charts.
g
Gail Kasnett
05/05/2021, 4:28 PMthanks @Netsuite Tragic!! and then how would i get the link
Gail Kasnett
05/05/2021, 6:56 PMHow would I do the drill downs with my only 2 columns being the date range and teh sum of the customers
Gail Kasnett
05/05/2021, 6:56 PM?
Gail Kasnett
05/05/2021, 8:52 PM@Netsuite Tragic thanks, but how do i get drill downs / a link from the count of internal IDs to a list of info on the customers?
n
Netsuite Tragic
05/05/2021, 9:58 PMFor me the link comes from the grouped column.
g
Gail Kasnett
05/10/2021, 8:47 AM@Netsuite Tragic Can I ask for a bit more help? The numbers are coming through incorrect...
Gail Kasnett
05/10/2021, 8:56 AMThis is the first search
Gail Kasnett
05/10/2021, 8:57 AMand then i created a secord search excluding the same customers and limiting it to lasst 3 months and getting 3858 results whcih is way les