1. Order Management
  2. SaaS Metric Reporting
  3. Subscription Metrics
  4. Accessing and Using the Subscription Metrics SuiteApp
  5. Using SaaS 360 Dashboard Filters

Using SaaS 360 Dashboard Filters

You can combine multiple filters—such as subsidiary, customer, and date range—to further refine your view. As you adjust your filter selections, the dashboard updates in real time. All portlets, reports, and charts will reflect the active filters. You can reset the filters at any time if needed. To reset the filters, click Reset Filters.

Note:

Filters only display options for data you are permitted to view based on your NetSuite role and permissions. Currently, can’t save or share custom filter sets or dashboard views.

You can filter data on the dashboard by the following criteria.

Filter Type

Description

Subsidiary

View data for a specific subsidiary or consolidated group.

The filter supports both individual subsidiaries and consolidated (group) views.

Individual – Shows data for a single subsidiary.

Consolidated – Aggregates data across multiple subsidiaries, based on your access permissions.

Subsidiaries that are inactive or marked for elimination are excluded from the filter options.

If the Multiple Calendars feature is enabled, the reporting periods shown in the dashboard are as per the fiscal calendar of the lowest common parent.

If the Multiple Calendars feature is disabled, the reporting periods shown in the dashboard are determined by the standard fiscal calendars.

Customer

Focus on metrics for a specific customer or group of customers. Only active customers appear in the filter options.

Item

Analyze data for specific products or services. Only active items appear in the filter options.

Location

Filter by business location or region. Only active locations appear in the filter options.

Department

View metrics for a particular department such as sales, marketing, or support. Only active departments appear in the filter options.

Class

Segment data by class, such as product line or business unit. Only active classes appear in the filter options.

To use filters on the SaaS Metrics dashboard:

  1. Log in to NetSuite.

  2. On the SaaS 360 Dashboard tab, go to Revenue Metrics, click View.

  3. In the Filters section, fill out any or all the following fields.

    1. In the Subsidiary field, select a subsidiary.

      When you select one or more subsidiaries, the dashboard consolidates and displays data for the parent subsidiary and its associated child subsidiaries. If the parent and child subsidiaries have different transaction currencies, transactions are converted to the lowest common parent company's currency using the posting month's consolidated exchange rate.

      For more information about viewing the consolidated exchange rates, see Viewing Consolidated Exchange Rates.

    2. In the Customer field, select the customer.

      The field options depend on the subsidiary filter that you select.

    3. In the Item field, select the item.

      The field options depend on the subsidiary filter that you select.

    4. In the Department field, select the department.

      The field options depend on the subsidiary filter that you select.

    5. In the Class field, select the class.

      The field options depend on the subsidiary filter that you select.

    6. In the Location field, select the location.

      The field options depend on the subsidiary filter that you select.

  4. Click Apply Filters.

Related Topics

General Notices