Business Intelligence

When you need to find information about your business, you have several tools available to you in NetSuite.

Workbook

Use SuiteAnalytics Workbook to create customized workbooks that combine datasets, tables, pivot tables, and charts using a single tool. With the SuiteAnalytics Workbook user interface, users with limited knowledge of record schemas and query language can create complex workbooks and datasets through actions such as drag-and-drop editing. Workbook provides a range of customization options to enable rich formatting, filtering, and visualizations of your data. For more information, see SuiteAnalytics Workbook Overview.

NetSuite Analytics Warehouse

With NetSuite Analytics Warehouse, you can broaden the analyses of your NetSuite data beyond what is currently available in SuiteAnalytics Workbook. The Analytics Warehouse enables businesses to analyze historical data from multiple sources and determine how to improve their business. You can then blend your NetSuite data with data from other sources, and analyze it with a wide set of visualizations. For more information, see NetSuite Analytics Warehouse Overview.

Dashboards

You can create a unique dashboard setup to ensure maximum efficiency for your NetSuite users. Dashboard content is displayed in a variety of portlets or dynamic data display windows. Some portlets provide direct access to raw data, and others display data that has been synthesized into critical business metrics, such as key performance indicators (KPIs), performance scorecards, trend graphs, chart-based workbooks, and report snapshots. Other portlets enable you to display data from website RSS feeds. For more information, see Dashboards Overview.

Searches

To find information in NetSuite, you can use a simple search to find instances of specific record types and then filter the results by one or more field values.

For searches that will be run repeatedly by you or other users, create a saved search. Saved searches support advanced search features such as formulas containing SQL expressions and joins to other records. You can perform searches in the UI, or create searches programmatically using SuiteScript or SOAP web services.

For more information about performing searches, see the following topics:

Search Overview
Defining a Saved Search
N/search Module for SuiteScript 2.0
search for SOAP web services

Reports

NetSuite includes a variety of reporting capabilities that you can use to retrieve, present, and analyze real-time business results. You can run standard reports as is, or modify them by setting per-user preferences, selecting per-report viewing options, or defining custom reports in the Report Builder tool. For more information, see Reporting Overview and Working with Report Results.

Connect

If you want to use a third-party reporting tool, the SuiteAnalytics Connect Service provides a read-only method for obtaining NetSuite data. Oracle NetSuite offers drivers that you can use to archive, analyze, and report on NetSuite data using a third-party tool or any custom-built application. The SuiteAnalytics Connect Browser lists all standard SuiteAnalytics Connect tables and columns, providing information about primary keys, foreign keys, and the related tables. For more information, see SuiteAnalytics Connect and Working with the Connect Browser.