getFinancialPerformance

Tool Description

Generates a simple financial performance summary of your NetSuite account.

Use the date format MM/DD/YYYY when specifying the dates.

Annotation

Get Financial Performance

Properties

Property

Type

Required or Optional

Description

dateFrom

string

Required

Start date for the date range filter in the format MM/DD/YYYY.

dateTo

string

Required

End date for the date range filter in the format MM/DD/YYYY.

Permissions

Only user roles with the following permissions can see this tool in the AI client.

Permission ID

Permission Name

Level

TRAN_FIND

Find Transaction

VIEW

TRAN_SALESORD

Sales Order

VIEW

REPO_FINANCIALS

Financial Statements

VIEW

Related Topics

General Notices