Enabling SuiteAnalytics Workbook in Your NetSuite Account

By default, SuiteAnalytics Workbook is enabled in all NetSuite accounts. If you don't see the Analytics tab in the NetSuite menu, follow these steps to check if the feature is enabled. You need to have the Administrator role to enable SuiteAnalytics Workbook in your account.

To verify that SuiteAnalytics Workbook is enabled in your account:

1. Go to Setup > Company > Enable Features, and click the Analytics subtab.

2. Ensure that the SuiteAnalytics Workbook box is checked.

3. Click Save.

With the feature enabled, all standard roles have access to Workbook except for the following roles:

• Customer Center

• Vendor Center

• NetSuite Support Center

• NetSuite Support Center (Basic)

• Publisher Center

Since the Workbook feature is enabled for all NetSuite accounts, all users with standard roles have the SuiteAnalytics Workbook permission. But users with custom roles might not have access to Workbook. To give Workbook access to custom roles, add the SuiteAnalytics Workbook permission to the role and set the access to Edit under the Reports subtab of the Permissions subtab.

To enable users to edit and monitor workbooks created by others, add the Analytics Administrator permission to their role on the Setup subtab of the Permissions subtab. Alternatively, to enable Analytics Administrator for individual users, add the global permission to their employee record.

For more information about customizing roles, see Customizing or Creating NetSuite Roles.

For more information about the Analytics Administrator permission, see The Analytics Administrator Permission.

Related Topics

• SuiteAnalytics Workbook Overview
• Getting Started with SuiteAnalytics Workbook
• The Analytics Administrator Permission
• Data Refresh in SuiteAnalytics Workbook
• Accessing and Sharing Workbooks and Datasets
• Known Limitations in SuiteAnalytics Workbook

General Notices