Access Report Data Directly on Records
With On-Record Reporting
On-Record Reporting
RELEVANT
Reports
What info do you need to see on a given record? This solution allows you to display information that is specific to each record.
ACCESSIBLE
Reports
On-Record Reporting pulls data using SuiteQL and displays reports on the header or in a sublist.
INSTANT
Reports
Reports load when you open the record. Search and filter reports directly on the record, and download data as a CSV.
Struggling to visualize data?
NetSuite’s reports are useful, but what if you want to visualize key data for an individual record? Creating a new report for that record type won’t give you the record-specific visualization you’re looking for. And pulling up the raw data in each record is time-consuming.
Bring the report to the record
With SuiteRep’s On-Record Reporting solution, you bring the report right to the record. The reporting possibilities are as varied as your unique business needs. Want to see a chart depicting an item’s sales over the last year? Need to add a simple demand forecast card to your item records? On-Record Reporting allows you to easily access and understand the raw data in any record.
On-Record Reporting Features
Runs and displays SuiteQL on individual records
Access is role-based and defined by the administrator
Search within report resuts
Filter report results right on the record
Download report results
On-Record Reporting Samples
Item Record
- View monthly demand trends for an item over the past 12 months.
- View the number of units sold per location for a specific item.
- View average monthly purchase price, floor price, and sales price for an item over the last 12 months.
- And more!
Customer Record
- View the total monthly payments made by a customer over the past year.
- View the average time taken by a customer to fully pay invoices on an annual basis.
- And more!
Vendor Record
- View the number of purchases made by a vendor each month over the last 12 months.
- View the total monthly payments made to a vendor over the past year.
- And more!
USER STORY
Are you tracking data outside of NetSuite?
Our On-Record Reporting solution changed that.
Here are the steps to getting On-Record Reporting.
Contact us to request a demo.
We’ll show you how On-Record Reporting works and answer your questions.
Sign our solution agreement and give us access to your account.
We’ll implement the solution and train relevant users on the solution.
On-Record Reporting FAQs
How does On-Record Reporting work?
On-Record Reporting uses SuiteQL, so you can gather data from multiple data tables in addition to pulling data directly from the record you’re on.
What does On-Record Reporting look like on a record?
On-Record Reporting provides cards that can be placed on either the header level or on a sublist of a record.
Can I export the results of an On-Record Reporting report?
Absolutely! You can export and download results as a CSV file.
Who is able to view On-Record Reporting cards?
Access to each On-Record Reporting card is defined by roles and granted by Administrators. Anyone with a role that has access to an On-Record Reporting card will be able to view the data, even if that individual does not have access to all the underlying records of the report.
Do you offer post-implementation support for On-Record Reporting?
The On-Record Reporting solution package includes free, unlimited post-implementation support if any of the original, core functionality breaks. Just shoot us a message or hop on a call with us to let us know what you need!
Who will I be working with?
You’ll be working directly with one of our US-based SuiteQL developers.