NetSuite/SuiteAnalytics: Reports and Searches

SuiteAnalytics: Reports and Searches Certification Training Course Overview

SuiteAnalytics: Reports and Searches training course is designed to learn how to use these tools to drive actionable analysis, enforce business processes and get real-time views into company performance across sales, marketing, service and fulfillment.

Target Audience:

  • Anyone Want to learn how to customize reports by adding fields, grouping levels and custom formulas
  • Anyone Want to learn how to use saved searches to access information such as top-selling products, the number of support cases in your queue or customers who have overdue invoices
  • Anyone Want to learn how to set up KPIs to show key variances and period-on-period trends, as well as real-time trend graphs

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

Live Online Training
Group Training 750
20 - 21 Dec GTR Co-Students 08:00 AM - 04:00 PM CST
(8 Hours/Day)
03 - 06 Jan GTR Co-Students 11:00 AM - 03:00 PM CST
(4 Hours/Day)
1-on-1 Training (GTR) 850
4 Hours
8 Hours
Week Days
Weekend

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
On Request
Buy Flexi For Only $99 (Online Training Re-imagined)

Course Modules

Module 1: Agenda: Working with Reports and Standard KPIs
  • Use Standard Reports
  • Customize Standard Reports
  • Create New Reports
  • Set Up Standard KPIs
Module 2: Agenda: Creating Saved Searches and Custom KPIs
  • Create Saved Searches
Module 3: Agenda: Creating Saved Searches and Custom KPIs – Continued
  • Publish Saved Searches
  • Add In-Depth Analysis
  • Apply Advanced Formatting and Calculations
  • Present Custom Metrics
Module 4: Agenda: Analyzing Operational Performance
  • Set Up Trend Graphs and Scorecards
  • Realize Smart Dashboards
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Course Prerequisites
  • Basic Computer Knowledge.
  • Customize reports to meet specific user requirements?
  • Present report data in a matrix view?
  • Display real-time data to track key metrics and spot trends?
  • Make saved search results actionable to enforce workflows?
  • Create saved searches to access and dynamically display key data?
  • Apply expressions, functions and basic SQL formulae to searches for more complex analysis?
  • Group and total saved search results to provide a report-style look?
  • Publish “smart” dashboards for specific users and roles?

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