Available Record Types
SuiteAnalytics Workbook supports hundreds of record types available through the analytics data source. The analytics data source includes most of the record types used throughout NetSuite.
You can use the Records Catalog to see the fields and joins available for each record type. The Records Catalog displays also information such as the cardinality, field level help, and so on. Due to Records Catalog's reliance on the NetSuite role-based permissions, you can see only the record types for the data that you can access in the NetSuite user interface. The Records Catalog is supported for the SuiteScript Analytic API and the REST Query API only. Therefore, the record types available in the Records Catalog and the dataset user interface may differ slightly. For more information, see SuiteScript 2.x Analytic APIs.
The Records Catalog is available for all users that have the Records Catalog permission assigned to their role. For more information, see Records Catalog Overview.
To view each record type that you have access to in your account, you can also click New Dataset on the Analytics Home page. The record category and ID for each record type is displayed. Record types are divided into three categories:
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Standard – Record types that are included in each account of your NetSuite implementation and are available through all NetSuite data sources. For example, the transaction record type. Standard record types consist of concrete and generic record types. For more information, see Analytics Data Source Changes.
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Analytical – Record types that have been created specifically for use with Workbook. These record types are based on standard record types but contain a unique set of fields. For more information, see Analytical Record Types.
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Custom – Record types created by users in your company that are unique to your NetSuite account.
Access to record types and fields in Workbook depends on the same permissions used for NetSuite saved searches. For example, to access sales order data through the transaction record type using Workbook, you must have the Sales Order permission assigned to your role. Analytical record types such as the sales (invoiced) record type are only accessible to users with the Analytics Administrator permission. Additionally, some record types are only available in Workbook if you have specific features enabled in your account. For information about permissions—related access to record types and fields in the analytics data source, download the following worksheet: NetSuitePermissionsUsage.xls
After you select a root record type for a dataset or open an existing dataset, the Records list on the Dataset Builder shows all the related record types that you have access to. If you cannot find a record type that you think you should have access to, contact your administrator.
The search field in the Dataset Builder searches across record types that are a few joins away from the root record type. To search across record types that are further away, click Show more results.