This topic contains 6 replies, has 0 voices, and was last updated by Jochen 9 years ago.

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  • #7081

    Jochen

    Hm, this is something I cannot find out so easily:

    I need to create a report for turnover and quantities divided by continents:

    – Africa

    – Europe

    – Asia

    – Pacific

    – North America

    – South America

    What is the best way how to handle this and create an easy to read financial report?

    Thanks and best,

    Jochen
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  • #7082

    JCirocco

    Could you create a custom field for Locations and add the continent to each of your locations?

    Customization -> Lists, Records & Fields -> Other Custom Records

    Then include that field on your reports?

  • #7083

    Jochen

    Ok, that was a little misunderstanding. Sorry!

    We have currently one location, from where we serve the world. Turnovers and quantities for each country are easy – sure …

    But how to summarize all involved countries where we sell goods to in one continent?

  • #7084

    Jochen

    This is the list where I want to have the countries summarized with the continents.

    Attached Files

    continents and country.xlsx.zip

    (12.6 KB, 1 view)

  • #7085

    Jochen

    Hi John, do you have another suggestion?

  • #7086

    JCirocco

    Not 100% sure this would work BUT you could create a custom record that mimics the Countries (Setup -> Company -> Countries

    The customer record would have the country as well as the continent (selected from a custom list you would need to create).

    On Sales Order create custom field sourced from the country in the address to retrieve the continent.

  • #7087

    Jochen

    Yep, I am pretty sure, this will work, but I really expected that NetSuite is that international so you don’t need to prepare something customized for yourself … Hm …

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