SuiteAnalytics
To see all available reports for the role that you are in, navigate to _____ > ______. -
ANSReports, Reports Overview
You should be able to create a ____ report from an already existing standard report. -
ANSCustom
You should use reports when you need to summarize data into ____, ____, and _____. -
ANSGroups, Totals, and Subtotals
You can't ____ data from within a report. - ANSUpdate
Standard Reports allow the following customization options: 1.) ____ ____, 2.) Add ______ ___
to the reports, 3.) ___ the information in different ways, 4..) Toogle between ___ and ____ view -
ANSEdit Columns, Optional Filters, Sort, Summary, Detailed
Named Vs. Named Grouped: ___ only shows the name of the thing.___ ___ provides the
hierarchical view of things. You must use the Name Grouped to have ____:____ relationships.
Using the "____ ____" does not enable grouping or subtotaling. Grouping with ____ ___ allows
for data to be subtotaled by the data in the previous column. - ANSName, Name Grouped ,
Parent, Child, Full Name, Previous Column
Steps to create a custom report: 1.) Start with a ___ report, 2.) Review the underlying ____ and
available ______, 3.) Perform ___ Analysis to determine what is missing from records/fields that
you will need for the new report, 4.) Plan and ____ the report - ANSStandard, record, fields,
GAP, Design
It is smart to add custom reports to _____. If anyone leaves the company, you can just transfer
____ for the custom report. - ANSRoles, Roles
____ facilitates advanced reporting with a third party tool. - ANSODBC
____ _____ lets you add, remove or move columns when you are customizing a report. -
ANSEdit Column
_____ ______ lets you crate a comparative report between two dates. - ANSAlternative Date
____ ____ lets you define report options and audience when customizing a report. - ANSMore
Options
____ lets you refine report results when you are customizing a report. - ANSFilters
, ____ ____ lets you enable refresh of report data outside of NetSuite. - ANSWeb Query
___ ____ ____ lets you add a column to a report to display the results of a calculation. -
ANSAdd Formula field
It is possible to add the same __ twice to a report. However, this can be convenient when you
need to compare activity between two months. - ANSFields
_____ _____ offer quick looks at important business results from you dashboard. - ANSReport
Snapshots
Report Snapshots only work for ___ or _____ reports. You can create custom snapshots from
your current ____ reports. Only ____ reports can be saved as snapshots. - ANSStandard,
Custom, Standard, Summary
_____ ____ allow a user to access a refreshable report from the web. the end-user only needs
the ____ ____ of the ____ of the report. It is suggested that you start naming convention with
"____" for identification purposes. - ANSWeb Queries, Email Address, Creator, WB:
WQ File: Requires ___ email login of the person that sent the file. Output will open in ____.
Data may be refreshed (____>_____). Any ____ added to the excel file is lost upon data
refresh. - ANSNS, Excel, Data, Refresh, Formatting
Create a ____ ____ when you need to collect information that is not in a standard report. EX:
Purchases by Item by Accounting Period. - ANSMatrix Report
Steps for creating a Matrix Report: 1.) ____ the data, 2.) Select the ____, 3.) ____ the report, 4.)
____ the report, 5.) ____ the matrix report, 6.) ___ the report - ANS.Identify, Metric, Format,
Subtotal, Summarize, Run
___ show key variances and over-time trends. ___ helps identify _____ so that you can make
course corrections in a timely fashion. ____ synthesizes your raw data into critical business
_____ in the formats that you choose. ___ are created from _____ ____. - ANSKPIs, KPIs,
trends, KPIs, metrics, KPIs, Saved Searches
For Custom KPIs, apply everything that you need in the criteria except for ____, only ______
____ result in the results subtab, add only one ____/____ filter as an available filter. Up to ____
custom KPIs can be added to the KPI portlet. - ANSDates, summarize one, date, period, 10
KPIs on Dashboard: ___ >______ > Insert a ___ > setup to choose ___ of the KPI portlet. You
can have __ KPI meters, KPIs, and trend graphs on your dashboard. - ANSDashboard,
Personalize, KPI, View, 3
To see all available reports for the role that you are in, navigate to _____ > ______. -
ANSReports, Reports Overview
You should be able to create a ____ report from an already existing standard report. -
ANSCustom
You should use reports when you need to summarize data into ____, ____, and _____. -
ANSGroups, Totals, and Subtotals
You can't ____ data from within a report. - ANSUpdate
Standard Reports allow the following customization options: 1.) ____ ____, 2.) Add ______ ___
to the reports, 3.) ___ the information in different ways, 4..) Toogle between ___ and ____ view -
ANSEdit Columns, Optional Filters, Sort, Summary, Detailed
Named Vs. Named Grouped: ___ only shows the name of the thing.___ ___ provides the
hierarchical view of things. You must use the Name Grouped to have ____:____ relationships.
Using the "____ ____" does not enable grouping or subtotaling. Grouping with ____ ___ allows
for data to be subtotaled by the data in the previous column. - ANSName, Name Grouped ,
Parent, Child, Full Name, Previous Column
Steps to create a custom report: 1.) Start with a ___ report, 2.) Review the underlying ____ and
available ______, 3.) Perform ___ Analysis to determine what is missing from records/fields that
you will need for the new report, 4.) Plan and ____ the report - ANSStandard, record, fields,
GAP, Design
It is smart to add custom reports to _____. If anyone leaves the company, you can just transfer
____ for the custom report. - ANSRoles, Roles
____ facilitates advanced reporting with a third party tool. - ANSODBC
____ _____ lets you add, remove or move columns when you are customizing a report. -
ANSEdit Column
_____ ______ lets you crate a comparative report between two dates. - ANSAlternative Date
____ ____ lets you define report options and audience when customizing a report. - ANSMore
Options
____ lets you refine report results when you are customizing a report. - ANSFilters
, ____ ____ lets you enable refresh of report data outside of NetSuite. - ANSWeb Query
___ ____ ____ lets you add a column to a report to display the results of a calculation. -
ANSAdd Formula field
It is possible to add the same __ twice to a report. However, this can be convenient when you
need to compare activity between two months. - ANSFields
_____ _____ offer quick looks at important business results from you dashboard. - ANSReport
Snapshots
Report Snapshots only work for ___ or _____ reports. You can create custom snapshots from
your current ____ reports. Only ____ reports can be saved as snapshots. - ANSStandard,
Custom, Standard, Summary
_____ ____ allow a user to access a refreshable report from the web. the end-user only needs
the ____ ____ of the ____ of the report. It is suggested that you start naming convention with
"____" for identification purposes. - ANSWeb Queries, Email Address, Creator, WB:
WQ File: Requires ___ email login of the person that sent the file. Output will open in ____.
Data may be refreshed (____>_____). Any ____ added to the excel file is lost upon data
refresh. - ANSNS, Excel, Data, Refresh, Formatting
Create a ____ ____ when you need to collect information that is not in a standard report. EX:
Purchases by Item by Accounting Period. - ANSMatrix Report
Steps for creating a Matrix Report: 1.) ____ the data, 2.) Select the ____, 3.) ____ the report, 4.)
____ the report, 5.) ____ the matrix report, 6.) ___ the report - ANS.Identify, Metric, Format,
Subtotal, Summarize, Run
___ show key variances and over-time trends. ___ helps identify _____ so that you can make
course corrections in a timely fashion. ____ synthesizes your raw data into critical business
_____ in the formats that you choose. ___ are created from _____ ____. - ANSKPIs, KPIs,
trends, KPIs, metrics, KPIs, Saved Searches
For Custom KPIs, apply everything that you need in the criteria except for ____, only ______
____ result in the results subtab, add only one ____/____ filter as an available filter. Up to ____
custom KPIs can be added to the KPI portlet. - ANSDates, summarize one, date, period, 10
KPIs on Dashboard: ___ >______ > Insert a ___ > setup to choose ___ of the KPI portlet. You
can have __ KPI meters, KPIs, and trend graphs on your dashboard. - ANSDashboard,
Personalize, KPI, View, 3
