Access Report Data Directly on Records
With On-Record Reporting
INTRODUCING
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.
MORE INFORMATION
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.