Reports and Searches


Course Objective

SuiteAnalytics provides real-time reporting, searches, key performance indicators (KPIs) and dashboards that are built into the ERP, CRM and Ecommerce features you use every day. This comprehensive, two-day course teaches you how to use these tools to drive actionable analysis, enforce business processes and get real-time views into company performance across sales, marketing, service and fulfillment.

Please Note: For finance and accounting roles that need to create and customize financial reports, we recommend taking the "SuiteAnalytics: Financial Reports and Searches" course.

This course is right for you if you...

  • Want to learn how to customize reports by adding fields, grouping levels and custom formulas
  • Want to learn how to use saved searches to access information such as top-selling products, the number of support cases in your queue or customers who have overdue invoices
  • Want to learn how to set up KPIs to show key variances and period-on-period trends, as well as real-time trend graphs
  • Are familiar with NetSuite navigation and features

Key Tasks Taught: How do I...

  • Customize reports to meet specific user requirements?
  • Present report data in a matrix view?
  • Display real-time data to track key metrics and spot trends?
  • Make saved search results actionable to enforce workflows?
  • Create saved searches to access and dynamically display key data?
  • Apply expressions, functions and basic SQL formulae to searches for more complex analysis?
  • Group and total saved search results to provide a report-style look?
  • Publish "smart" dashboards for specific users and roles?

Duration: 2 days
Price: $1,600 USD

View the Course Data Sheet

View the Course Schedule




CPE

CPE credits

CPE credits are available for NetSuite courses. Check out our CPE list for details.