Choices for Ad Hoc Reports
When you create an ad hoc report, you have several choices to make before the report is run, including the Metric, Report Title, Field, Format, Subtotal Grouping, and (for matrix format reports) Matrix Column.
Choosing a Metric
After you click New Report, you first see a list of metrics, or functional areas. You need to choose a metric for which you want to return data.
The metrics available to you are determined by the role you use to log in to NetSuite and the features enabled in your account. They may include the following:
|
Metric |
Description |
|---|---|
|
Available Time-Off |
Employees available time-off |
|
Campaign ROI |
Amount of sales and return generated by a campaign |
|
Case Escalation |
Cases that have been escalated |
|
Charges |
|
|
Closed Issues |
Issues that have been closed |
|
Closed Support Case |
Cases that have been closed |
|
Cost |
Cost of goods that have been sold |
|
Customer Count |
Number of customers |
|
Estimated Profitability by Project |
Estimated project profitability and time |
|
Estimates |
Estimate transactions |
|
Forecast |
The forecasted revenue based on closed and potential sales |
|
Gross Lead Count |
Gross number of leads |
|
Hosted Page Hits |
Number of times hosted pages were viewed |
|
Issues |
Issues |
|
Item Demand Plan |
|
|
Item Demand Transactions |
|
|
Keywords |
Search terms a visitor used on a search engine to find your site |
|
Lead Count |
Number of leads |
|
New Visitor Activity |
First visit, last visit, total visits, orders, and revenue for a new visitor |
|
Open Estimates Lines |
|
|
Open Estimates |
Estimates that have not been closed |
|
Open Invoices |
Invoices that have not been paid |
|
Open Issues |
Issues that have not been closed |
|
Open Payables |
Bills that have not been paid |
|
Open Sales Orders |
Sales orders that have not been filled |
|
Open Support Cases |
Cases that have not been closed |
|
Opportunity |
Opportunity transactions |
|
Page Hits |
Number of times Web pages were visited |
|
Pipeline |
The amount of sales in unclosed sales transactions (opportunities and quotes) |
|
Planned Standard Costs |
|
|
Project Backlog Time |
Backlog time of Project related tasks |
|
Prospect Count |
Number of prospects |
|
Purchases |
Purchase transactions |
|
Quantity Fulfilled |
Number of items fulfilled on sales orders |
|
Quantity On Hand |
Number of items on hand |
|
Quantity On Order |
Number of items on open purchase orders |
|
Quantity Sold |
Number of items sold |
|
Quantity To Order |
|
|
Quota |
Quota for Sales Reps |
|
Quota by Class, Department, and Location |
Quota for Sales Reps categorized by class, department, or location |
|
Referrer |
Source that directed visitor to your site |
|
Reported Forecast |
Saved, calculated, and self-reported forecasts |
|
Return Authorization Transactions |
|
|
Sales |
Amount of closed sales transactions (Included transactions are based on the Sales Transactions to Exclude preference) |
|
Sales Activity |
Messages, events, tasks, calls, campaigns, and notes for customers |
|
Sales Order Transactions |
Sales order transactions |
|
Sales Team Bookings |
Bookings for members of sales teams |
|
Sales Team Sales |
Sales for members of sales teams |
|
Shopping Activity |
Cart additions and orders for items |
|
Support Cases |
Open and closed cases |
|
Tax Liability |
Sales tax liability payment transactions |
|
Time Tracked |
Employee time entries |
|
Time-Off Balance Adjustments |
Adjustments made to employees time-off balances |
|
Transactions |
All Posting Transactions |
|
Unbilled Cost Transactions |
Billable costs that have not been billed to a customer |
|
Unbilled Time Transactions |
Billable time that has not been billed to a customer |
|
Unpaid Receivables |
Invoices that have not been paid |
|
Visitor Activity |
Visits to your site |
|
Web Revenue |
Web revenue |
|
Web Sales Item |
|
|
Web Sales Order |
Sales order transactions on your website |