Summary

In this chapter, I’ve tried to convey the main ways we can help clients gather their data, display it in meaningful ways, and share it with others. Searches and views are quick and simple to create for almost any user with a little training, but they can be so important to the flow of the client’s business. Reports, workbooks, and datasets allow us to take a deeper look into the data and format it in standardized ways. To export the data, we put it in shareable forms such as PDFs and Excel files so that NetSuite’s data isn’t trapped in the system. Speaking of that, SuiteAnalytics Connect allows us to export data in a regular, industry-standard way to other systems.

Many clients rely on this to feed data into their data warehouse or another centralized reporting system. The freedom NetSuite clients have in working with their data should be clear from all of these options.

With that, we’ve finished talking about the native transactions...