For NetSuite users, maximizing the potential and efficiencies of the platform can be a real time saver. SuiteAnalytics reporting capabilities can help you leverage and gain efficiencies within NetSuite, thereby maximizing its potential. Here are some ways how.
SuiteAnalytics is a set of tools within NetSuite that allows you to perform advanced reporting and data analysis. Below are a few of the features SuiteAnalytics offers. The SuiteAnalytics offerings are more robust than the native NetSuite counterparts.
- Saved Searches
- Reports
- Key Performance Indicators
- Dashboards
- Workbooks
Today we are going to create a dataset to show you your chart of accounts with additional fields not available within a NetSuite Saved Search. To access the SuiteAnalytics tool, you navigate to Analytics on the NetSuite ribbon. This will bring you to the SuiteAnalytics homepage where you can access different preconfigured workbook templates. From this screen you can also switch to view Datasets, which will list preconfigured datasets you can start with and customize further.
Chart of Accounts Dataset Steps
- From the Datasets tab select “New Dataset”
- Select the Record Type “Account”
- Drag and drop the fields you would like within your Account Dataset
- For example, you can easily see within this dataset what accounts are marked for elimination which you cannot easily access via a native NetSuite saved search.
- Remove fields by selecting the hamburger icon next to the column you would like to remove
- Drag and drop fields into the Criteria area to setup a filter on the dataset
- Once your dataset is complete you can do the following
- Save this dataset for use/updating later
- Export this dataset to excel
- Share the dataset with others
In conclusion, reporting is an essential part of any business. By harnessing the full potential of NetSuite’s SuiteAnalytics, your users can quickly gain insight into your business.
If you’d like to learn more about SuiteAnalytics or anything else about NetSuite, you can contact us at any time! You can also learn more about great tips for NetSuite on our YouTube playlist or our other blog posts.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
