How to Report on Dispute Trends by Region and Product in NetSuite

📌 If your finance or collections team is fielding rising volumes of disputes, tracking where they originate and what products they affect is crucial. Oracle NetSuite’s reporting engine makes it possible to analyze dispute patterns by region and product, helping your team prioritize systemic fixes over one-off resolutions.

Here’s a finance-friendly, step-by-step guide to setting up and analyzing regional and product-level dispute trends using NetSuite’s built-in tools.

Steps to Report on Disputes by Region and Product

1. Access the Report Builder

• Navigate to Reports > New Report.
  
  
• Select the Chargeback record type as your data source.
  
  
• Choose the Detail report format.
  
  
• Click Create Report.

This sets up the foundation for your custom report.

2. Add Relevant Columns

• In the Edit Columns tab, add the following fields:
  
  
  • Customer > Territory (to identify the region)
    
    
  • Item > Item Name (to specify the product)
    
    
  • Chargeback > Dispute Reason
    
    
  • Chargeback > Amount
    
    
  • Chargeback > Date

These fields will provide comprehensive details about each dispute.

3. Apply Filters

• Switch to the Filters tab.
  
  
• In the Add Fields pane, search and add:
  
  
  1. Customer > Territory
     
     
  2. Item > Item Name
     
     
• For each filter:
  
  
  1. Specify the desired value (e.g., "North America" for Territory, "Product A" for Item Name).
     
     
  2. Check the Show in Filter Region box if you want users to adjust these filters when viewing the report. Applying these filters ensures the report focuses on specific regions and products.

4. Set Sorting Preferences (Optional)

• Navigate to the Sorting tab.
  
  
• Add fields to sort the report data, such as:
  
  
  
  • Chargeback > Date (to sort by dispute date)
    
    
  • Chargeback > Amount (to sort by dispute amount)

Sorting helps in analyzing the data more effectively.

5. Customize Report Options

• Go to the More Options tab.
  
  
• Configure additional settings:
  
  
  1. Show on Reports Page: Check this to make the report accessible from the main Reports menu.
     
     
  2. Allow Web Query: Enable if you plan to export the report to Excel using a web query.
     
     
  3. Description: Add a brief description for clarity.

These options enhance the usability and accessibility of your report.

6. Save and Run the Report

• Click Save.
  
  
• Provide a meaningful name, such as "Disputes by Region and Product".
  
  
• Click Run Report to generate and view the results.

Your custom report is now ready and will display disputes filtered by the specified region and product.

Pro tip: Growfin plugs into NetSuite and visualizes dispute patterns by region, product, customer, and team automatically. Save hours of manual report building and focus on fixing root causes, not just firefighting symptoms.

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