NetSuite SuiteAnalytics Training: Advanced Saved Searches

    Duration: 2 hours

    • Advanced Search Filters
      • Defining Advanced Search Filters
      • Using And/Or Expressions in Search Criteria
      • Using Main Line in Transaction Search Criteria
      • Summary Search Filters
    • Customizing Search Results
      • Defining Search Results Display Options
      • Selecting Fields to Display in Search Results
      • Entering Custom Labels for Search Results Columns
      • Defining Summary Types to Roll Up Search Results
      • Using When Ordered By Field for Search Results
      • Showing Totals in Search Results
      • Applying Functions to Search Results Columns
      • Defining Order and Overall Formatting for Search Results
    • Apply Advanced Formatting and Calculations
      • Use functions to format data and numeric values
      • Build simple formulas to calculate values
      • Identify how SQL functions can be incorporated in formulas
    • Financial and Search Report Overview
      • Standard reports for point in time analysis
      • Customize standard reports to match business requirements
      • Sharing of NetSuite data with external stakeholders & applications
      • Creating custom KPI’s
      • Creating personalized, real-time dashboards
    • Add In-Depth Analysis
      • Build combinations of criteria with parenthetical expressions
      • Group data by column
      • Add grand totals to numeric and currency columns
    • Publish Saved Searches
      • Define audiences for saved searches
      • Publish saved searches
      • Custom dashboard reminders
      • Create saved search email alerts
      • Schedule emails

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