How do I create a report in NetSuite that has both Daily and Month to date sales?
I’m trying to help the accounting department at my company to show a report of both daily sales and month to date sales in the same report.
I want one column for customer category, another for daily sales, and a third column for month to date sales.
The accounting department already has the customer category and daily sales part of the report. I’m thinking I need to do a formula of some kind for the month to date sales.
Can this be done in a report in netsuite? Or would it be easier/possible to do it in a saved search?
Yes this can be done in single report. Create a transaction search with the criteria below
Date Created is in This Month
Account Type = is Income
Posting = is true
Add the below formula to the results
Name – Group
formula text – sum – Case When {datecreated} = {today} then {amount} else 0 end Custom Label – Daily Sales
formula text – sum – {amount} Custom Label – Monthly Sales
