Book Image

NetSuite ERP for Administrators

By : Anthony Bickof
Book Image

NetSuite ERP for Administrators

By: Anthony Bickof

Overview of this book

NetSuite ERP is a complete, scalable cloud ERP solution targeted at fast-growing, mid-sized businesses and large enterprises. It's the smartly executed combination of financial management operations and built-in business intelligence, which enables companies to make data-driven and well-informed decisions. This book will help administrators become expert enough to be seen as the NetSuite leader at their company and to be able to advise department heads on specific processes, and strategic decisions. We start with an overview of ERP and NetSuite ERP, before going on to explain the built-in features to show the breadth of NetSuite ERP's product and its ease of use. We then discuss business aspects, focusing on the most important processes in NetSuite. Then you'll understand the implementation aspects that are generic enough to cover all the features. The focus then shifts to specific skills that you will need to administer for any system, such as roles, permissions, customization, and data imports. Moving on, you'll learn how to centralize the creation of search templates and give users the tools to pivot the data and expose it to the user in useful ways, such as on the dashboard. The book ends with checklists providing actionable steps that you as an administrator can take to do your job and support the application through new releases and troubleshooting problems.
Table of Contents (21 chapters)
Title Page
Copyright and Credits
Dedication
Contributors
Packt Upsell
Preface
Index

Custom reports


Access to standard reports is handled by the role's set of permissions, however, it does not provide access to a custom report that I just created. Access to custom reports is provided on the More Options tab on the Report Builder, for instance, go to Reports | Sales | Sales by Customer Summary | Customize, and open the More Options tab:

Customize a report

The Audience subtab

We can specify the ability to view this report by an individual employee, role, subsidiary, or department, or by setting up dynamically-generated groups of users, for instance, All Sales Reps who report to Jim:

Audience Tab on Report Customization

 The selections on this tab respect the permissions in the role. In other words, if an employee is specified as a member of the audience of this custom report, but does not have the permission to see this category of the report in their role, they will not be able to view this report.

The Access subtab

There are occasions when we would like a user who is not able to...