📊 NetSuite Reporting Tools Explained | Reports, Saved Searches & SuiteAnalytics (Full Tutorial)
In this video, Cris walks you through the three powerful reporting tools available in NetSuite — Reports, Saved Searches, and SuiteAnalytics. You’ll learn how each of these tools works, their pros and cons, and how to choose the right one for your business needs.
Whether you’re a NetSuite beginner or an experienced ERP administrator, this step-by-step guide will help you understand how to generate insights, analyze data, and automate reports that matter.
🧭 What You’ll Learn
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The three main NetSuite reporting options and how they differ
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How to use standard reports for financials, sales, and purchasing
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Tips for customizing reports using filters, columns, and time ranges
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How to export, email, and schedule automated reports in NetSuite
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A complete walkthrough of Saved Searches — criteria vs. results
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Best practices for transaction-based saved searches
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Step-by-step example: building an invoice search with filters and locations
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Introduction to SuiteAnalytics for pivot tables, charts, and dashboards
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When to use Saved Searches vs. SuiteAnalytics
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Common pitfalls and pro tips from a NetSuite consultant
⚙️ Tools & Concepts Covered
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NetSuite Reports: financial statements, income statements, dashboards
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Saved Searches: filters, main line criteria, results setup
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SuiteAnalytics: pivot tables, visual dashboards, charts
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Report Builder customization basics
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Scheduled reports & automated email delivery
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Field mapping, filters, and classification (department, location, class)
💡 Perfect For
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NetSuite beginners who want to master reporting quickly
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Controllers, accountants, and analysts looking to automate reports
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NetSuite consultants who need to compare reporting tools
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ERP teams learning the differences between reports and saved searches
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Anyone managing financial or operational data in Oracle NetSuite
