If you’re using NetSuite to the fullest, you (or someone in your company) are using Saved Searches, Reports and or SuiteAnalytics. You have to be. One of the biggest reasons for using an ERP is to enable you to make data-driven decisions. In case you’re not familiar with these tools, let me introduce them right quick.
NetSuite Saved Searches
Every Saved Search is based on some type of record. You might have a Transaction Saved Search – you might have a Customer Saved Search. Most often, you’ll be basing your reports on transactions though.
When setting up a Saved Search, you:
- Select your base record
- Set Search criteria
- Set Search Reults
- Save and run
That’s a pretty simplistic overview, but if you want more details, checkout our Saved Searches blogs.
When working with NetSuite Reports, you get to choose one of several base reports and then customize that. For a list of base reports you can choose from, just go to Reports > New Report or you can do Reports > New Financial Report. When you create a new report, you can use the basic options, as shown in the video, or for more options, select “More Customization.”
With SuiteAnalytics, you have some extremely powerful joining ability. By providing unlimited joins, you can reach any data that is linked in any way to your base record. SuiteAnalytics uses the concepts of Datasets to define all the data you may want to work with and Workbooks based off of those datasets to display the data as either a table, pivot table, or chart.