NetSuite Reporting and Saved Searches

Dana Larson from Eide Bailly goes over standard reporting and saved searches in NetSuite. Presentation slides are available for download below the video.

  • Reports vs. Saved Searches
  • Standard Reports
    • Entities vs. Transactions
    • Table joins
    • Customizing
  • Saved Searches
    • Types of searches
    • Using Expressions
    • Building a saved search
    • Formulas
    • Alerts 
  • Custom Financial Reports Overview (custom layouts)
  • 2017.2 preview for NextGen Analytics