NetSuite/SuiteAnalytics: Financial Reports and Searches

SuiteAnalytics: Financial Reports and Searches Certification Training Course Overview

SuiteAnalytics: Financial Reports and Searches training course is designed to learn about SuiteAnalytics: Financial Reports and Searches that is used to track financial performance and obtain ad-hoc, in-depth analysis. In this training class, you will learn how to use reports, financial statements, saved searches and key performance indicators (KPIs) to unlock your NetSuite data, allowing you to diagnose financial issues on-the-fly and drill-down to customer, employee or transactional details to quickly take action and drive business performance with informed decisions.

Target Audience:

  • Anyone Need to analyze how your business is doing right now
  • Anyone Want to access critical numbers in just a few clicks
  • Anyone Want to respond to business challenges proactively not just reactively

SuiteAnalytics: Financial Reports and Searches (16 Hours) Download Course Contents

Live Virtual Classroom
Group Training 750 Date On Request
1-on-1 Training (GTR) 850
4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
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Course Modules

Module 1: Agenda: Working with Reports and Statements
  • Using Standard Reports
  • Customizing Standard Reports
  • Financial Statements Overview
  • Financial Statement Layouts
  • Matrix Reports
Module 2: Agenda: Creating Saved Searches
  • Creating Saved Searches
  • Adding In-Depth Analysis
  • Publishing Saved Searches
Module 3: Agenda: Analyzing Operational Performance
  • Using Standard KPIs
  • Creating and Using Custom KPIs
  • Setting Up KPI Scorecards
  • Realizing Smart Dashboards
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Course Prerequisites
  • Basic Computer Knowledge.
  • Use standard reports for point-in-time analysis?
  • Use formulae in reports to get in-depth financial analyses?
  • Customize reports to match business requirements?
  • Include budget details and extra fields in my financial statements?
  • Present report data in a matrix?
  • Create saved searches and KPIs to access and dynamically display key data?
  • Apply expressions and functions to searches for more complex analysis?
  • Setup financial dashboards to display critical data on one page?