1 / 6

Why choose SuiteActive to build NetSuite custom report

ith Netsuite, you can create many reports out of the box. But, developing complex reports on NetSuite is not an easy task. Sometimes the created reports do not meet your specific business needs or reporting aim. This issue can be solved by customizing the reports using the standard report builder of NetSuite. Also, the NetSuite cloud ERP provides many options to create different types of reports. But these possibilities for customization within NetSuite are very few.<br><br>

suiteactive
Download Presentation

Why choose SuiteActive to build NetSuite custom report

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 5/20/2020 Why choose SuiteActive to build NetSuite custom report -  +61 480 016 233  info@suiteactive.com.au  Home About Us Services Apps Knowledge Base Contact Us Home  NetSuite  Why choose SuiteActive to build NetSuite custom report Search …  SEARCH RECENT POSTS NetSuite Approval Workflow User Guide How NetSuite Consolidated Invoicing Simplifies your Invoicing Process? How a NetSuite Custom Transaction Form is beneficial for your business NETSUITE Why choose SuiteActive to build NetSuite custom report How to migrate from NetSuite Box V1 to Box V2? How to create Custom Records for enhancing NetSuite functionality suiteactive March 19, 2020 W W not meet your specific business needs or reporting aim. This issue can ith Netsuite, you can create many reports out of the ARCHIVES box. But, developing complex reports on NetSuite is not an easy task. Sometimes the created reports do May 2020 April 2020 be solved by customizing the reports using the standard report builder March 2020 of NetSuite. Also, the NetSuite cloud ERP provides many options to February 2020 https://suiteactive.com.au/blog/netsuite-custom-report/ 1/6

  2. 5/20/2020 Why choose SuiteActive to build NetSuite custom report - January 2020 create different types of reports. But these possibilities for customization within NetSuite are very few. December 2019 CATEGORIES NetSuite NetSuite SuiteFlow SuiteApp SuiteBuilder SuiteScript You can contact us to build a business-specific NetSuite custom report, feel free to contact us. SuiteActive is a recognized and well- experienced provider of NetSuite Solution and ERP implementation. Below mentioned are samples of standard NetSuite Reporting to customize Revenue: Sales by Item, Customer, Sales Rep. Financial: Balance Sheet, Income Statement, Cash Flow. Purchases: Purchases by the dealer, buy Order Register, and Item Inventory: Inventory Ac?vity, Profitability, Status, Back Order, Valua?on, and Turnover Banking: Bank Reconcilia?on, Bank Register. Order Management: Open Orders, Shipping Reports and Sales Order Register. Other types: Customer Service, Marke?ng, Case Management, Web Presence, Opportunity/Pipeline, and more. Case study – In some cases, the client may need out of the box features such as extra customizations and information in their reports. Requirements of the client https://suiteactive.com.au/blog/netsuite-custom-report/ 2/6

  3. 5/20/2020 Why choose SuiteActive to build NetSuite custom report - One of the clients approached us to build a series of reports with additional features and extra customizations. They wanted us to display the snapshot of the same reports in various role-based dashboards. Challenges faced during implementation The standard reports of NetSuite display only basic information in a simple and understandable form. The client required structured and complex reports with extra customizations and information from the records of the customer. The main challenges faced during the snapshot creation of report were: How to create well structured, organized, efficient and customized reports with the required information How to display the snapshots of reports in the dashboards of specific users Provided solution We used the NetSuite Custom Report Builder to create different types of reports depending on the demand of the client. Many changes occur in the displayed content and in the format where the information is displayed. With a deep analysis of the required content to be extracted from customer records, our team created custom reports. The issue of displaying reports by role was solved by creating a group of custom roles and custom centers. Then the report was added to each user depending on the assigned group of permissions. We use the Dashboard portlets to display snapshots reports in a specific user dashboard. Achieved results With the help of the NetSuite Report Builder, we successfully meet the client’s requirements. The tasks we accomplished are as https://suiteactive.com.au/blog/netsuite-custom-report/ 3/6

  4. 5/20/2020 Why choose SuiteActive to build NetSuite custom report - follows: Created report sand and customized the same using Report Builder Created custom roles and Custom centers Displayed the snapshot report using portlets depending on the job assigned to each user We build a set of real-time and NetSuite custom reports for organizations. These reports are downright business-specific. We ensure these reports match the responsibilities and roles of every employee of the company. Thus, efficient viewing of the data to edit records and make decisions is easy. To meet your specific needs, we also change the appearance of the NetSuite report and the information it holds. Feel free to connect our NetSuite Application Developer and call +61 480 016 233 CATEGORY: NETSUITE TAGGED: NETSUITE ADVANCED REPORTING NETSUITE CUSTOM REPORT SNAPSHOT NETSUITE REPORTING TIPS NETSUITE STANDARD REPORTS suiteactive Posts created 22 https://suiteactive.com.au/blog/netsuite-custom-report/ 4/6

  5. 5/20/2020 Why choose SuiteActive to build NetSuite custom report - PREVIOUS ARTICLE NEXT ARTICLE  NetSuite RESTlet Setup Guide  How to Create NetSuite Workflow Action Script Leave a Reply Your email address will not be published. Required fields are marked * COMMENT NAME * EMAIL * WEBSITE SAVE MY NAME, EMAIL, AND WEBSITE IN THIS BROWSER FOR THE NEXT TIME I COMMENT. POST COMMENT Related Posts https://suiteactive.com.au/blog/netsuite-custom-report/ 5/6

  6. 5/20/2020 Why choose SuiteActive to build NetSuite custom report - NetSuite 16, 2020 April NetSuite 2020 May 4, NetSuite 2020 April 3, NetSuite 27, 2020 April A complete guide on NetSuite Custom Fields How NetSuite Consolidated Invoicing Simplifies your Invoicing Process? Make best of eCommerce investment with NetSuite SuiteCommerce How to migrate from NetSuite Box V1 to Box V2? Copyright 2020 All Right Reserved. Theme By ThemeGrill. Proudly powered by WordPress https://suiteactive.com.au/blog/netsuite-custom-report/ 6/6

More Related