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SuiteAnalytics: Financial Reports and Searches Course Overview

SuiteAnalytics: Financial Reports and Searches Course Overview

The SuiteAnalytics: Financial Reports and Searches course is designed to empower learners with the knowledge and skills to effectively utilize NetSuite's powerful reporting and analytics tools. Through this course, participants will delve into a comprehensive curriculum that equips them with the ability to create, customize, and interpret financial reports, understand financial statements, and leverage matrix reports to obtain deeper business insights.

Module 1 focuses on reports and statements, teaching users how to work with standard reports, customize them for specific needs, and grasp the fundamentals of financial statements and layouts. Module 2 guides learners through the creation and refinement of Saved Searches, adding layers of analysis, and sharing these insights across their organization. Finally, Module 3 is all about operational performance, where learners will explore standard and custom Key Performance Indicators (KPIs), set up KPI scorecards, and develop smart dashboards for real-time decision-making.

This course is invaluable for finance professionals, NetSuite users, and analysts looking to enhance their data-driven decision-making capabilities and optimize their organization's financial performance through SuiteAnalytics.

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Course Prerequisites

Certainly! Below are the minimum required prerequisites for successfully undertaking training in the SuiteAnalytics: Financial Reports and Searches course:


  • Basic familiarity with ERP and CRM concepts to understand how data is structured and used within such systems.
  • An understanding of general accounting principles to grasp the financial reporting aspects of the course.
  • Experience with navigating NetSuite or similar enterprise software interfaces to easily adapt to the SuiteAnalytics environment.
  • Basic data analysis skills to comprehend and apply the concepts of creating and interpreting reports and searches.
  • Proficiency in using spreadsheet software (such as Microsoft Excel) for data manipulation and analysis, which can complement the use of SuiteAnalytics tools.
  • Ability to grasp technical concepts and a willingness to learn new software functionalities.
  • No advanced technical skills such as programming are required, making the course accessible to individuals with a non-technical background who are keen on leveraging data for business insights.

Please note that while these prerequisites are aimed at ensuring a smooth learning experience, motivated individuals with a keen interest in the subject matter are encouraged to participate, as the course is designed to cater to a range of learners, from beginners to intermediate users.


Target Audience for SuiteAnalytics: Financial Reports and Searches

SuiteAnalytics: Financial Reports and Searches is a course designed to enhance skills in NetSuite's data analysis and reporting tools.


Targeted job roles and audience for this course include:


  • Financial Analysts
  • Accountants
  • Business Intelligence Analysts
  • NetSuite Administrators
  • NetSuite Consultants
  • Finance Managers
  • ERP Analysts
  • Business Systems Analysts
  • Data Analysts with a focus on financial data
  • Operations Managers with a need for financial insights
  • CFOs and Financial Executives looking for advanced reporting capabilities
  • IT Professionals working with financial systems within an organization
  • Business Owners who directly interact with financial reporting systems


Learning Objectives - What you will Learn in this SuiteAnalytics: Financial Reports and Searches?

  1. Introduction: The SuiteAnalytics: Financial Reports and Searches course equips learners with the skills to create, customize, and analyze financial data using NetSuite's powerful reporting tools.

  2. Learning Objectives and Outcomes:

  • Understand and utilize standard financial reports within NetSuite.
  • Customize standard reports to align with specific organizational requirements.
  • Gain a comprehensive overview of financial statements and their significance.
  • Learn to modify financial statement layouts for enhanced presentation and clarity.
  • Create matrix reports to view data across multiple dimensions.
  • Develop the skills to build saved searches for tailored data retrieval and reporting.
  • Enhance data analysis by adding formulas and summary types to saved searches.
  • Share and publish saved searches for organizational transparency and collaboration.
  • Utilize standard Key Performance Indicators (KPIs) to monitor operational health.
  • Design custom KPIs and KPI scorecards for targeted performance tracking and create smart dashboards for real-time data visualization and decision-making.

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