Reporting is one of the most crucial parts of any business that helps organisations to make better decisions. Getting fast, accurate information and discovering patterns in data requires strong reporting capabilities from your Accounting/ERP system.
NetSuite’s newest offering “SuiteAnalytics Workbooks” can help you analyse NetSuite data for valuable business intelligence in the form of interactive visualisations. It is an analytical tool that allows complex workbooks to be created combining tables, pivot tables, charts, and datasets/queries. Just like the other native reporting tools within NetSuite (reports/saved searches/dashboards), SuiteAnalytics Workbooks is also natively available as part of the core functionality (there are no additional software costs for this feature!)
A dataset is SuiteAnalytics Workbooks’ single source of truth (source data). It is the database query component of SuiteAnalytics Workbook which is built from fields within a user-defined base record and its joined records.
The dataset builder provides a tree-like structure that shows the relationships between records. Building a data set is a simple drag and drop process for defining the report fields needed for results / criteria / filters.
A workbook is the Data visualization component of the SuiteAnalytics Workbooks. It enables you to make sense of your data by analysing your data in different perspectives like summarisation / aggregation / graphical representation.
There are 3 visualisation types within the Workbook:
Workbook table views are where you can explore your dataset query results without altering the source data of any workbook visualisations that are based on the selected dataset. Data is displayed in a flat file format (consisting of rows and columns of data).
Pivot Tables allow you to create multiple views of your dataset query results to analyse different subsets of data. Within each table you can define multiple fields for each pivot table dimension, add measures and create calculated measures, or create filters unique to the table to customise your results.
It is a graphical representation of your source data. There are multiple chart types (Basic/Stacked: Column Chart, Bar Chart, Area Chart, Line Chart) you can create, all of which you can add to any NetSuite dashboard using the Analytics portlet.
NetSuite 2026.2 lands with more AI woven through the platform. Kyler Hofton, our Head of Support, walks through the four areas worth your attention: passkeys as a 2FA authenticator, audit trails and automation in bank reconciliation, AI-assisted inventory optimisation, and cleaner field service notes.
Over 43,000 businesses worldwide currently trust NetSuite to be their ERP solution. And as award-winning NetSuite partners, we know exactly why they do. In this post, we'll set out 5 reasons why your retail business should choose NetSuite over any other ERP to help make your business as efficient (and profitable) as possible.
As experts in NetSuite implementation and the benefits it brings, we're perfectly placed to explain how the system scales with businesses, and how it can support your growth - which we do right here, so read on!
Want to save time and effort on the Dunning process by automating it through NetSuite? Read our guide to find out how.
Nowadays, businesses accrue increasing amounts of data – whether they’re growing or not. The challenge is collecting and using that data wisely.
In this blog post, we'll take a deep dive into the exact role Copilot can play inside Dynamics 365 Finance. We'll cover the benefits of using it, the jobs it can assist you with and the potential challenges of using it to make sure you are able to implement it as successfully as possible.
