This topic contains 2 replies, has 0 voices, and was last updated by arequino 10 years, 1 month ago.

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  • #7205

    Srujana V

    Hi,

    Is there any feature in Netsuite that shows daily revenue of invoices including memorized invoices? i.e the report should calculate daily revenue depending on the Start date and End date, Total amount on invoice.

    For example if the start date = 1/1/2013, End date = 31/1/2013 and total amount = 2000.

    Daily revenue should be 64.51 which is total amount divided by total days 31 (difference between end and start date).

    Any advice is appreciated.

    Thanks,

    Srujana
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  • #7206

    Kouji

    Hello Srujana,

    Unfortunately, this is not available by default within NetSuite. However, you can customize your Income Statement as follows:Go to Home>Set Preferences
    Go to the Analytics tab
    Set the “REPORT BY PERIOD” preference to “Never”
    Click Save
    Go to Reports>Financial>Income Statement>Customize Summary
    Go to Edit Columns
    Click on the Amount Column
    Set the Alternate Date Range Type to “Relative to today’s date”
    On the Alternate Date Range drop-down, you can select “today”, “yesterday”, etc.
    Click Preview

    Please note though that this will not include memorized Invoices as they are deemed non-posting transactions.

    I hope this helps.

  • #7207

    arequino

    Hi Srujana,

    You can also try these steps but using a different approach — Saved Search.

    1. Go to Lists>Search>Saved Searches>New>Transaction.

    2. Set the following Criteria:

    Account Type=Income, Other Income

    Type = Invoice, Cash Sale ***Optional

    Date = within this month

    3. Under the Results tab:

    Amount………………Summary Type=Sum

    Formula (Numeric) where formula is (TO_CHAR((last_day({trandate})),’DD’)…………. ………………..Summary Type=Maximum…………………………..Custom Label = Number of days this month

    Formula (Numeric) where formula is SUM({amount})/MAX(TO_CHAR((last_day({trandate})),’DD’))…Summar y Type=Maximum……..Function=Round to Hundredths……..Custom Label = Daily Revenue

    4. Enter a search title and click on Save & Run.

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