Enabling SuiteAnalytics Workbook in Your NetSuite Account

By default, the SuiteAnalytics Workbook feature is enabled in all NetSuite accounts. If you do not see the Analytics tab in the NetSuite navigation menu, complete the following steps to verify that the feature has been enabled in your account.

To verify that SuiteAnalytics Workbook is enabled in your account:

  1. Log in to your NetSuite account as an administrator.

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

  3. Ensure that the SuiteAnalytics Workbook box is checked.

    SuiteAnalytics Workbook box on the Enable Features page.
  4. Click Save.

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

Because the Workbook feature is enabled for all NetSuite accounts, all users assigned standard roles have the SuiteAnalytics Workbook permission. However, users assigned custom roles might not have access to Workbook. To provide Workbook access to users assigned to a custom role, add the SuiteAnalytics Workbook permission to the role and set the access level to Edit on the Reports subtab of the Permissions tab.

To enable users to edit and monitor workbooks created by other users in your account, add the Analytics Administrator permission to the user’s role on the Setup subtab of the Permissions tab. Alternatively, to enable the Analytics Administrator permission for individual users, add the Analytics Administrator global permission to the 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