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

Reports


There are many similarities between searches and reports, as we discussed earlier. Many of the functions and searches are available in reports. You can add filters and choose the colors that you want to appear in the results. NetSuite has many built-in reports available to you, covering most records in the system.

One of the key advantages of using reports is that you start customizing a report from a template. If you go to any report, you'll see a Customize option in the bottom left-hand corner of the screen which allows you to take the existing template and edit it to show just the information you need to see:

Customize standard report

But before we start customizing, let's review the options available out of the box. We'll illustrate this using a sales order report, however, most of the options we will be discussing apply to most of the other reports in NetSuite.

Let's start with the options in the bottom right-hand corner of the screen. You can export this report to Excel, CSV, MS...