[steven_stewart]

Hi All,

My HR Department would like to create a Report (Not search) that is based on custom employee fields (e.g. Terminate Date). However, when looking into the types of reports I can create, they appear to ALL be finance related. Is there a module I am missing (I am the administrator, so nothing should be access related)? The types of reports I can customize are the following:

Campaign ROI
Amount of sales and return generated by a campaign

Case Escalation
Case Escalation

Closed Support Case
Closed support cases

Cost
Cost of goods that have been sold

Customer Count
Number of customers

Estimates
Estimate transactions

Forecast
The forecasted revenue based on closed and potential sales

Gross Lead Count
Gross number of leads

Integration Usage
Usage of all integration technologies

Lead Count
Number of leads

Open Estimate Lines
Open estimate lines

Open Estimates
Open estimates

Open Invoices
Open invoices

Open Payables
Open bills

Open Sales Orders
Open sales orders

Open Support Cases
Open support cases

Opportunity
Opportunity transactions

Page Hits
Number of times pages were visited

Pipeline
The amount of sales in unclosed sales transactions (opportunities & estimates)

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
Number of items to order [Reorder Point – (On Hand – Quantity Committed + On Order)]

Quota
A sales rep’s quota

Quota by Class, Department, and Location
A sales rep’s quota categorized by class, department, or location

Reported Forecast
Saved calculated and self-reported forecasts

Return Authorization Transactions
Return Authorization transactions

Sales
The amount in closed sales transactions (transactions included is based on the Sales Transactions to Exclude preference)

Sales Activity
Messages, events, tasks, calls, campaigns, and notes against a customer

Sales Order Transactions
Sales Order transactions

Sales Team Bookings
Bookings for all members of sales teams

Sales Team Sales
Sales for all members of sales teams

Shopping Activity
Cart additions and orders against an item

Support Cases
Support cases, either open or closed

Tax Liability
Sales tax liability transactions

Time Tracked
Time entries

Transactions
All Posting Transactions

Unbilled Cost Transactions
Billable costs that haven’t been billed to a customer

Unbilled Time Transactions
Billable time that hasn’t been billed to a customer

Unpaid Receivables
Unpaid invoices

Visitor Activity
Visitor activity on your site

Web Revenue
Web revenue

Web Sales Item
Web sales item transactions

Web Sales Order
Web sales order transactions
This is a cached copy. Click here to see the original post.

[JCirocco]

If they are custom fields on the Employee record I would do a search instead of a report.

[steven_stewart]

Hi John,

Thanks for the the quick response. I had attempted to sell them on this, but they are looking to do attrition reporting which would require the reporting module. I would need to bring in the terminate data, but I can’t seem to get any employee related fields into the reporting module.

[Voltron]

I’m not sure I see the connection between “attrition” and “require reporting module.” Maybe I’m just having trouble visualizing the request. Perhaps formulas (simple, maybe complex) with smart use of Grouping in a saved search will satisfy. Maybe requires something heavier, like a 2+ saved searches and a Suitelet.

Having said all that, it seems like a smart thing for NetSuite to include, especially if they’re looking to tease folks into utilizing NS as an HRIS. In my system, there is one report in the Employees/HR section called Employee Change History. Could be useful, but I don’t have time to mess with it now.

[steven_stewart]

Thank Voltron, that gives me some avenues to explore. Much Appreciated!

[Author]

Posts