[Latha]

Hi,

I have customised a “Sales by Sales Rep” report to add in some custom fields and saved this as a Web Query report. In Excel, I use these numbers to compare with thresholds and quotas to come up with the Commission numbers. The issue is that I need the report to be split by Employees, with each employee’s sales info in a separate worksheet. The only solution I can think of is to have multiple reports in NetSuite, one for each salesman, and export each as a web query in a separate worksheet. However, this means each month, we will need to go into each of these 10-15 reports and change the date range and Refresh, which is quite a hassle.

Is there a better way anyone can think of?

Thanks,

Latha
This is a cached copy. Click here to see the original post.

[mhuffman]

You cannot pass parameters (ie filters) in the web query request, so I believe you are correct, the only way to get the data for each rep on a separate web query would be to save them as separate NetSuite web query-enabled reports.

[Corinna Boyle]

RE: Web Query report – need some help

Am I misunderstanding how Web Query works?

I have saved these reports with a paramater of “Last Month” and other dates in the filter and it refreshes without me having to go into each report.

I believe you can set the report to refresh upon opening as well.

Perhaps I am wrong in this?

[chriscorcoran]

RE: Web Query report – need some help

A few years ago we were able to pass date ranges to the Web Query. There is an enhancement request to bring it back (not sure of enh #).

To work around this, we decided to add ODBC to our account. This gaves us even more flexibility and is somehting you may want to consider.

[JMUnderwood]

RE: Web Query report – need some help

Originally posted by chriscorcoran

. . . To work around this, we decided to add ODBC to our account. This gaves us even more flexibility and is somehting you may want to consider.

Chris,

Many have reported that ODBC with NetSuite is very slow.

What has been your experience?

[chriscorcoran]

RE: Web Query report – need some help

I’ve only used ODBC with Netsuite (ie I don’t have a lot of experience). That said, I find it much faster than I thought it would be. I just ran a SQL statement that went through 2,000 records and returned the data to a Microsoft Excel table. It took 13 seconds.

I used the SQL to build our internal KPI reporting system via Excel. It works well for me because I have one “control page” in the spreadsheet that has beginning and ending dates. These dates are then passed to several different SQL statements and, after 2-3 minutes each morning, we have up to date results that are then refreshed throughout the spreadsheet via pivot tables, etc.

For someone like me (I had to contract out the SQL statements) I think it would be great if Netsuite would allow me to see the SQL behind a Netsuite generated report.

[Latha]

RE: Web Query report – need some help

Originally posted by chriscorcoran

A few years ago we were able to pass date ranges to the Web Query. There is an enhancement request to bring it back (not sure of enh #)

You are quite right. We were able to pass values from Excel to the Web Query in the past.

I am now using an Excel macro to split my report into various sheets (rather than have multiple web query reports). I am still in the process of fine tuning it, but looks ok so far

[dreyes]

RE: Web Query report – need some help

We use ODBC and run about 30 custom reports and have thousands of records to process. It runs really fast but we implemented a procedure that processes the data during off hours. The data is about 12 hours behind but our reports run fast. Average load time is about 1 second for each report.

Diego

[Author]

Posts