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Netsuite - ebook-how-to-build-ns-reports

This document provides a comprehensive guide on building reports in NetSuite, covering the use of standard reports, customization options, and creating new reports. It includes tips on navigation, scheduling, filtering, and exporting reports, as well as utilizing the Report Builder for modifications. Additionally, it highlights resources for further learning and community support for NetSuite users.

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acalixtos
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14 views

Netsuite - ebook-how-to-build-ns-reports

This document provides a comprehensive guide on building reports in NetSuite, covering the use of standard reports, customization options, and creating new reports. It includes tips on navigation, scheduling, filtering, and exporting reports, as well as utilizing the Report Builder for modifications. Additionally, it highlights resources for further learning and community support for NetSuite users.

Uploaded by

acalixtos
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 9

Some functions in this ebook

require either the free Adobe


Reader or Adobe Acrobat.

How to Build
NetSuite Reports
HOW TO BUILD NETSUITE REPORTS

NetSuite reporting capabilities provide real-time visibility into company operational


and financial performance across all business functions. NetSuite offers pre-built
standard reports that can be fully customized.

The following tips will help you master the fundamentals of using standard reports,
customizing reports, and building new reports in NetSuite to get exactly the data
you need to empower your business.

2
1. USING STANDARD REPORTS

Navigation. Easily access pre-built reports from the


“Reports Dashboard” located at the top menu. You can
expand and collapse available reports by category to
view a list of available reports. You may also use the
“Expand All” and “Collapse All” links.

When in the “Expand All” view, you can use your browser’s
highlight function (CTRL-F on a PC; CMD-F on a Mac) to
highlight the report name on the page for easier spotting.

Report Alerts. For reports that take a while to generate,


you can take advantage of the “Alert Me When Ready”
feature. Clicking this link loads the snapshot of the report
in the background while you continue to work on other
tasks in NetSuite. When the report is ready, an email alert
is sent to you with a link to the report results.

Scheduling Reports. You can schedule reports to run on


a one-time or recurring basis. You can also email reports
to a list of recipients. Under “Scheduled Reports,” you can
access “Report Results” and “Report Schedules.” You can
also schedule specific reports to run on a regular basis. For As a best practice, schedule large reports to run during

example, schedule the balance sheet report to run at the off-peak hours to save performance load during

end of the month and automatically distribute it to daytime hours.

the CFO.

3
Summary and Detail Views. Many reports are paired
as “Summary” and “Detail” views. The Summary view
displays summarized information, while the Detail view
displays information at the individual transaction level.

You can click the individual fields to drill down to specific


transaction, item, or entity records.

Filters. Report information may be filtered based on date


range, subsidiary, and grouping context. NetSuite retains
your date and subsidiary filter choices upon reopening a
Summary and
report. Use dynamic date filters, such as “this month” and Detail Views

“this fiscal year,” to update data ranges automatically as


time passes.

Tools. The Tools grid allows you to update the report title,
Filters
collapse or expand groups by level, or view information in
a bar graph.

Export Options. There are four primary methods for


exporting reports:
Tools

1. Download as Excel, PDF, CSV, or Word


2. Print reports
3. Email reports
4. Schedule reports to run daily, weekly, monthly, Export Options
or yearly

4
2. CUSTOMIZING REPORTS

You can easily customize reports by changing or


modifying a pre-built standard report. While you could
build a completely customized report, modifying an
existing report is recommended over creating a report
from scratch.

Report Builder. Use the Report Builder to customize any


standard report. Select the appropriate standard report as
your starting point. Then add, move, and delete fields as
needed. You can set attributes and modify date ranges,
groupings, and so on.

When you customize a summary report, its associated


detail report is not affected. You can create both a custom
summary and a custom detail report and link them in the
Report Builder.

Edit Columns. By selecting fields from the data sources


available within the left panel, you can add, remove, or
rearrange fields. Data sources contain both standard and
custom record fields.

Alternate Date Ranges. To compare values between


two date ranges, set alternate date ranges on a numeric
column to display results in a period that is different from
the report’s date range.

5
Formula Fields. Use formula fields to complete a
comparative analysis between columns. Select a formula
and select columns for the X and Y variables. Note that only
numeric columns may be used in formula calculations.

Groups and Subgroups. Use this feature to display reports


as a series of groups or subgroups. You can group results
by one or more values, such as industry type and
company size.

Filters. The filters section provides filtering options to


narrow down your data results. Create user filters to allow
users flexibility in selecting data to display.

Sorting. Define the fields to sort your report. You can sort
to multiple levels, in ascending or descending order.

More Options. Customize additional options under the


More Options tab. Additional options display in the
sample screenshot.

6
3. CREATING NEW REPORTS

If pre-built or customized reports do not meet your needs,


you can build a new report.

Identify Data for the Report. Start by selecting a pre-


built report and choosing the data you want to replicate.
Reports are built as (Metric data source X : Field X) BY
(Component data source Y : Field Y). For example:
“Purchasing : Amount by Vendor : Name.”

Note: Options available depend on your role and the


features enabled in NetSuite.

The “Matrix” format provides roll-up level reporting with


Select Metrics. Based on your selected metric, a list of
both vertical and horizontal subtotals. Vertical or row-level
associated fields are displayed. Select the fields to
subtotals are calculated for each subtotal grouping
report on.
field value.

Select the Format of the Report. The “Summary” format is


Summarize the Data. For matrix reports, select the
the default format and provides roll-up level reporting with
dimension to summarize data across columns.
subtotals of the selected field’s data for each subgrouping
field value. Run the Report. Choose from the following options:

The “Detail” format provides row values at the individual • Run Report – Displays the results of the new report.
record or transaction level. This adds to roll-up totals for • Save – Runs and saves the report.
subtotal grouping field values. • More Customization – Displays the Report Builder,
where you can add additional columns, filters, sorting
options, and additional options to the report.

7
SUPPORTING YOU ALONG THE WAY

If you want to learn more about reports, check out these Learning Cloud Support
(LCS) courses:

• SuiteAnalytics: Reports and Searches


• SuiteAnalytics: Financial Reports and Searches

LCS provides subscription-based training that allows all NetSuite users to engage
in continuous education easily and cost-effectively. With on-demand learning,
hands-on lab exercises, and multiple training options, LCS can help accelerate your
entire organization’s system knowledge and productivity.

Join the NetSuite Support Community


The NetSuite Support Community is an online gathering place for NetSuite
professionals to share information, experiences, and advice. Ask a Support Guru
for help with how-to questions, or start a public discussion with the community.

8
www.netsuite.com
[email protected]
877-638-7848

Copyright © 2023. Oracle and/or its affiliates. Oracle, Java, and MySQL are registered trademarks of Oracle and/or its affiliates.
Other names may be trademarks of their respective owners.

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