SuiteAnalytics: Reports, Saved Searches and KPIs

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 instructor-led course teaches you how to use these tools to drive actionable analysis and enforce business processes.

Please Note: For finance and accounting roles that need to create and customize financial reports, we recommend taking the "Creating Financial Statements with NetSuite Financial Report Builder" course.

This course is right for you if you...

• Are familiar with NetSuite navigation and features, but want to learn how to use reports, saved searches, KPIs and dashboards more effectively

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?
• Make saved searches available when and where users need them?
• Group and total saved search results to provide a report-style look?
• Display critical data in easy-to-read charts and graphs?
• Publish "smart" dashboards for specific users and roles?

Duration: 2 days
Price: $1,600 USD

View the Course Data Sheet for daily topics, prerequisites, and other key information

View the Course Schedule