Analytics, Reports, and Data Exports
At this point, you should have helped your client enter various types of data into their NetSuite account. Always remember, though – people don’t use computers because they like looking at numbers, dates, names, and so on; they use computers to gain insights from data.
In this chapter, we will explore all the ways a client might want to use their data for analysis, decision making, and to feed other processes outside of the system, and how you can help them achieve this.
In this chapter, we will cover the following topics:
- Using searches and views to find information
- Creating reports for in-depth analysis
- Utilizing datasets and workbooks to look even closer
- Creating exports with SuiteAnalytics Connect
You might need to work with most of the client’s users on these features since everyone has data in the system and most need to find it and use it for a wide variety of purposes. As...
