Course Objective

With SuiteAnalytics: Financial Reports and Searches you have the tools you need to track financial performance and obtain ad-hoc, in-depth analysis. This comprehensive, two-day course teaches you how to use reports, financial statements, saved searches and key performance indicators (KPIs) to unlock your NetSuite data, allowing you to diagnose financial issues on-the-fly and drill-down to customer, employee or transactional details to quickly take action and drive business performance with informed decisions.

Please Note:

  • This course should be taken post implementation to ensure there is data in the participant’s NetSuite system to apply their learning.
  • Course participants should be familiar with NetSuite navigation and terminology, and have at least 3 months experience using NetSuite.

This course is right for you if you...

  • Need to analyze how your business is doing right now
  • Want to access critical numbers in just a few clicks
  • Want to respond to business challenges proactively not just reactively
  • Are familiar with NetSuite navigation and features

Key Tasks Taught: How do I...

  • Use standard reports for point-in-time analysis?
  • Use formulae in reports to get in-depth financial analyses?
  • Customize reports to match business requirements?
  • Include budget details and extra fields in my financial statements?
  • Present report data in a matrix?
  • Create saved searches and KPIs to access and dynamically display key data?
  • Apply expressions and functions to searches for more complex analysis?
  • Setup financial dashboards to display critical data on one page?

Duration: 2 days
Price: $1,600 USD

View the Course Data Sheet

View the Course Schedule

CPE Sponsors

CPE credits

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