Test Your Custom Reports, Queries, and Forms

Important:

During the testing of your business workflows, you may have thoroughly tested your custom reports, workbooks, and forms. If you think there are areas that may have been overlooked in the workflow testing effort, review the information in this section. Add tests to your plan as needed.

Pay particular attention to any customized reports, customized workbooks and datasets, customized forms, custom record types, custom searches, or bulk operations such as billing, shipping, and fulfillments. Compile checklists of reports, workbooks, datasets, forms, record types, and other customizations from your production account.

Note:

Performance in the Release Preview account may differ from your production account because it runs on different hardware. If your reports or queries run more slowly in Release Preview, reduce the date ranges for those queries and reports. Your testing goal is to ensure that everything functions as expected: the filtering, formulas, and the sorting of each report, query, or search.

To test your custom reports, queries, and forms:

Create checklists for your various customized reports, workbooks, datasets, forms, record types, and searches. For instructions to create specific checklists, see the procedures that follow this procedure.
Test each form, script, dataset, and report that uses a formula to ensure it behaves as expected. If any customized form, script, dataset, or report uses a formula, ensure the formula results are the same as in your production account. For example, run the identical report in your production account and in the Release Preview account. Compare formula columns from the two reports to verify that the results are the same. Check off each item in your checklists after testing.

Important:
Release Preview is a copy of your production account as of a certain date, so the data in it may not be the same as in your production account. You should generate reports and queries using date ranges that can be compared between both accounts.
Ensure that your custom fields and custom record types function as expected. For example, for each custom record, ensure that:
- Add and Delete behavior is the same as in the production account.
- A record is linked appropriately to a parent record.
- Formulas and forms function as expected.
Check your dashboard functionality, including KPIs, KPI scorecards, report snapshots, and other customizations.
Test your custom business workflows from start to finish. For more information, see Test Your Business Workflows.
Test your Suitelets and custom dashboard portlets. If these customizations do not use SuiteScript UI objects, and if you have written custom HTML, verify they work as expected in the Release Preview account.

To create a checklist for testing your transaction form customizations:

Go to Customization > Forms > Transaction Forms.
Export this list to a CSV or XLS file.
Review the list, and remove any items labeled Customize in the Edit column, because those are NetSuite defaults.
Save this modified list as your checklist for testing.

To create a checklist for testing your entry form customizations:

Go to Customization > Forms > Entry Forms.
Export this list to CSV or XLS.
Review the list, and remove any items labeled Customize in the Edit column, because those are NetSuite defaults.
Save this modified list as your checklist for testing. Make a note of any form that is linked to SuiteScript and script libraries, and ensure you test these forms.

Note:
It is not necessary to test custom forms that you no longer use.

To create a checklist for testing your record type customizations:

Go to Customization > Lists, Records & Fields > Record Types.
Record types cannot be exported. Make a list of record types to use as a checklist to ensure that you test each one.

To create a checklist for testing your segment customizations:

Go to Customization > Lists, Records & Fields > Custom Segments.
Export this list to CSV or XLS. Save this list as your checklist for testing. Make a note of any segments that are balancing segments, and ensure you test these segments.

To create a checklist for testing your transaction customizations:

Go to Customization > Lists, Records & Fields > Transaction Types.
Transaction types cannot be exported. Make a list of transaction types to use as a checklist to ensure that you test each one. Make a note of any transaction types that have associated plug-ins (for example, Custom GL Lines Plug-in), and ensure you test these transactions.

To create a checklist for testing your field customizations:

Go to Customization > Lists, Records & Fields > Lists.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Entity Fields.

Note:
Most of these lists are visible when testing your forms, but make note of them for reference.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Item Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > CRM Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Transaction Body Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Transaction Line Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Transaction Item Options.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Item Number Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Other Record Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.
Go to Customization > Lists, Records & Fields > Other Sublist Fields.

Export this list to CSV or XLS. Save this list as your checklist for testing.

To create a checklist for testing your report and saved search customizations:

Go to Reports > Saved Reports > All Saved Reports.
This data cannot be exported. Make a list of all your customized reports in an Excel spreadsheet to use as a checklist.
Go to Reports > Saved Searches > All Saved Searches.
This data cannot be exported. Make a list of all your customized searches in an Excel spreadsheet to use as a checklist.

To create a checklist for testing your workbook and dataset customizations:

Go to Analytics.
Click the Workbooks tab. This data cannot be exported. Make a list of all your customized workbooks in an Excel spreadsheet to use as a checklist.
Click the Datasets tab. This data cannot be exported. Make a list of all your customized datasets in an Excel spreadsheet to use as a checklist.