An Administrator would like to send a list of total sales for the day, by customer, to the CEO daily. How is this done?
A.
Create a Transaction Saved Search filtered by Sales Orders, grouped by Customer and Amount. Schedule as a daily event at 6:00 PM and select the CEO as recipient.
B.
Customize a Sales by Customer report with Today as the Date filter. Schedule as a daily event at 6:00 PM and select the CEO as recipient.
C.
Create a Transaction Saved Search filtered by Sales Orders, grouped by Name and Date. Schedule as a single event at 6:00 PM and select the CEO as the recipient.
D.
Customize a Sales by Customer report and select the CEO as the audience. Schedule as a single event at 6:00 PM.
To send a list of total sales for the day, by customer, to the CEO daily, the administrator should "Create a Transaction Saved Search filtered by Sales Orders, grouped by Customer and Amount. Schedule as a daily event at 6:00 PM and select the CEO as recipient." This process involves creating a saved search that filters transactions to only include sales orders from that day, organizes them by customer, and sums up the sales amounts. Scheduling this saved search to run daily at a specified time and configuring it to automatically send the results to the CEO ensures that the executive receives a timely, concise report of daily sales activity, segmented by customer, without manual intervention.References: NetSuite Help Center, Saved Searches and Scheduling Reports documentation.
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit