Reporting Overview

NetSuite includes a variety of reporting capabilities that you can use to retrieve, present, and analyze real-time business results. You can run prebuilt reports as is, or modify them by setting per-user preferences, selecting per-report viewing options, or defining custom reports in the Report Builder tool.

Reporting functions are available from the NetSuite Reports tab, for users with access to this tab. The Reports Page includes all applicable standard and ad hoc report links. Menu links on other tabs provide access to reports related to specific business areas and tasks.

• Your access to reports depends on the permissions assigned to the role you use to log in to NetSuite, the center to which you log in, and the features enabled in your NetSuite account. See Access to Reports.

• A large number of Standard Reports, with predefined data and formatting, are available for different areas of your business.

• Also available are more informal Ad Hoc Reports, for which you can select formatting options and choose from data metrics for selected business areas.

• You can set your own preferences that affect the output for reports you run. See Setting Preferences for Reports.

• You have many choices for viewing reports. Each report's footer provides formatting options, as well as buttons for printing, emailing, and exporting to .csv, .xls, .doc or .pdf files. See Working with Report Results.

• You can also add a Report Snapshot portlet to some dashboard pages to view a summary of a report’s results for a selected date or time period. See Report Snapshots.

• For long-running reports, usually those with a large amount of data, a popup option lets you run the report in the background and be alerted when the report is completed. You also have the option of scheduling reports to run at specific times. See Scheduling a Report.

• If prebuilt reports do not exactly meet your needs, you can use the Report Builder to customize reports' data and formatting. You also can allow Web Query for some reports, so that you can modify them in Microsoft®Excel. See Report Customization. A specialized interface also is available for financial statement customization. See Financial Report Builder.

• NetSuite provides analytic tools other than reports; these other tools may better fit your requirements. For information, see Alternatives to Reports.

• For more information about Sales Forecasting, see Sales Forecasting.

General Notices