NETSUITE SUITEANALYTICS MAIN EXAM TEST 2025/2026
QUESTIONS WITH ANSWERS GRADED A+
✔✔using web query (2) - ✔✔recipient opens the file
1. requires NetSuite email login of person that sent the file
2. Output opens in excel
3. data may be refreshed (data - refresh)
4. note: any formatting added to the excel file is lost upon data refresh
✔✔use web query when you need to - ✔✔1. Share netsuite data outside of the NetSuite
application
2. provide recipients with the most current information
✔✔use web query only when necessary - ✔✔1. monitor your distribution list
2. remove web query definition when no longer needed
✔✔what isn't supported by web query - ✔✔financial statements
✔✔what is suggested for identification in web query - ✔✔a naming convention - makes
web query enabled reports easy to identify
✔✔what is the suite analytics connect feature - ✔✔-an advanced reporting feature to
expose NetSuite data for Open DataBase Connectivity access
1. Requires download of NetSuite driver; fee applies
2. Enterprise views of your NetSuite data, including custom records
3. facilitates more advanced reporting, using external report writers
✔✔suite analytics connect feature set-up requirements - ✔✔1. advanced analytics
permission
2. suiteanalytics connect feature has been provisioned for your account
3, download netsuite drivers
✔✔ODBC - ✔✔facilitates advanced reporting with a 3rd party tool
✔✔edit column - ✔✔add, remove, move columns
✔✔alternate date - ✔✔create a comparative report between two dates
✔✔more options - ✔✔define report options and the audience
✔✔filters - ✔✔refine report results
✔✔web query - ✔✔enables refresh of report data outside of NetSuite
,✔✔add formula field - ✔✔add column to display results of a calculation
✔✔create a new report when - ✔✔1. you need to create a matrix report
2. collect report information that doesn't exist in any standard report
✔✔to create a new report - ✔✔you need to know where to find the data you want in the
report
✔✔steps to create a new report - ✔✔1. identify the data
2. select the metric
3. format the report
4. subtotal the report
5. summarize the matrix report
6. run the report
✔✔1. identify the data - ✔✔go to reports - new reports
1. select the data on which to report
2. name the report
✔✔2. select the metric - ✔✔select the available metrics within the data set
1. amount (Gross)
2. Amount (discount)
3. Back ordered
4. Billing schedule initial amount
5. committed
✔✔3. format the report - ✔✔select the format of the report
1. summary
2. detail
3. matrix
✔✔4. Subtotal the report - ✔✔select how you want to subtotal the report
1. component determines the rows
2. fields pulls in key data for that row
✔✔5. Summarize the matrix report - ✔✔select how you want to summarize the data
across columns
1. divide the report into multiple columns based on the column value selected
2. creates the matrix format
✔✔overall steps - ✔✔1. enter a name
2. select a metric
3. format report
4. determine subtotals
5. summarize
, 6. run
✔✔saved reports are based on what - ✔✔searches
✔✔how do you view private/shared reports - ✔✔filter by owner
✔✔how do you mass edit reports - ✔✔use direct list edit
1. you can delete a single report
✔✔use a mass update to - ✔✔delete single, multiple reports, or change owner of report
✔✔best practices of custom reports - ✔✔1. design the report before starting to construct
it
2. determine all required fields for the report
3. look at records and transactions in NetSuite to familiarize yourself where the data
lives
4. consider user roles and permissions before you share the report: remember the same
report run by 2 users with different roles may give different results
✔✔kpi's facilitate - ✔✔1. tracking specific metrics
2. spotting changes in your business drivers, as they happen
✔✔what is a KPI - ✔✔a measurement or count of one of your business metrics:
1. shows key variances and over-time trends
2. helps identify trans so you can make course corrections in a timely fashion
✔✔how many kpis come standard to netsuite and what do they do - ✔✔75 pre-packed
KPIs that are based on NetSuite standard reports:
1. they synthesize your raw data into critical business metrics in the formats you choose
2. they allow you to spend more time learning from and acting on important data, and
less time gathering it
✔✔when should you use kpis - ✔✔when you need to track information to spot trends in
your business
for example
1. a KPI on the bank balance with a threshold set will let you know if the company bank
balance falls below a certain number
2. a kpi on sales will let you knwo if sales are trending up or down, and by how many
percentage points
3. a Kpi on web page hits will allow you to see if more or fewer people are visiting your
website
✔✔kpis are dependent on - ✔✔roles and features
1. the kpi's you hoose depende upon the role used to log in to NetSuite and the features
enabled in your netsuite account
QUESTIONS WITH ANSWERS GRADED A+
✔✔using web query (2) - ✔✔recipient opens the file
1. requires NetSuite email login of person that sent the file
2. Output opens in excel
3. data may be refreshed (data - refresh)
4. note: any formatting added to the excel file is lost upon data refresh
✔✔use web query when you need to - ✔✔1. Share netsuite data outside of the NetSuite
application
2. provide recipients with the most current information
✔✔use web query only when necessary - ✔✔1. monitor your distribution list
2. remove web query definition when no longer needed
✔✔what isn't supported by web query - ✔✔financial statements
✔✔what is suggested for identification in web query - ✔✔a naming convention - makes
web query enabled reports easy to identify
✔✔what is the suite analytics connect feature - ✔✔-an advanced reporting feature to
expose NetSuite data for Open DataBase Connectivity access
1. Requires download of NetSuite driver; fee applies
2. Enterprise views of your NetSuite data, including custom records
3. facilitates more advanced reporting, using external report writers
✔✔suite analytics connect feature set-up requirements - ✔✔1. advanced analytics
permission
2. suiteanalytics connect feature has been provisioned for your account
3, download netsuite drivers
✔✔ODBC - ✔✔facilitates advanced reporting with a 3rd party tool
✔✔edit column - ✔✔add, remove, move columns
✔✔alternate date - ✔✔create a comparative report between two dates
✔✔more options - ✔✔define report options and the audience
✔✔filters - ✔✔refine report results
✔✔web query - ✔✔enables refresh of report data outside of NetSuite
,✔✔add formula field - ✔✔add column to display results of a calculation
✔✔create a new report when - ✔✔1. you need to create a matrix report
2. collect report information that doesn't exist in any standard report
✔✔to create a new report - ✔✔you need to know where to find the data you want in the
report
✔✔steps to create a new report - ✔✔1. identify the data
2. select the metric
3. format the report
4. subtotal the report
5. summarize the matrix report
6. run the report
✔✔1. identify the data - ✔✔go to reports - new reports
1. select the data on which to report
2. name the report
✔✔2. select the metric - ✔✔select the available metrics within the data set
1. amount (Gross)
2. Amount (discount)
3. Back ordered
4. Billing schedule initial amount
5. committed
✔✔3. format the report - ✔✔select the format of the report
1. summary
2. detail
3. matrix
✔✔4. Subtotal the report - ✔✔select how you want to subtotal the report
1. component determines the rows
2. fields pulls in key data for that row
✔✔5. Summarize the matrix report - ✔✔select how you want to summarize the data
across columns
1. divide the report into multiple columns based on the column value selected
2. creates the matrix format
✔✔overall steps - ✔✔1. enter a name
2. select a metric
3. format report
4. determine subtotals
5. summarize
, 6. run
✔✔saved reports are based on what - ✔✔searches
✔✔how do you view private/shared reports - ✔✔filter by owner
✔✔how do you mass edit reports - ✔✔use direct list edit
1. you can delete a single report
✔✔use a mass update to - ✔✔delete single, multiple reports, or change owner of report
✔✔best practices of custom reports - ✔✔1. design the report before starting to construct
it
2. determine all required fields for the report
3. look at records and transactions in NetSuite to familiarize yourself where the data
lives
4. consider user roles and permissions before you share the report: remember the same
report run by 2 users with different roles may give different results
✔✔kpi's facilitate - ✔✔1. tracking specific metrics
2. spotting changes in your business drivers, as they happen
✔✔what is a KPI - ✔✔a measurement or count of one of your business metrics:
1. shows key variances and over-time trends
2. helps identify trans so you can make course corrections in a timely fashion
✔✔how many kpis come standard to netsuite and what do they do - ✔✔75 pre-packed
KPIs that are based on NetSuite standard reports:
1. they synthesize your raw data into critical business metrics in the formats you choose
2. they allow you to spend more time learning from and acting on important data, and
less time gathering it
✔✔when should you use kpis - ✔✔when you need to track information to spot trends in
your business
for example
1. a KPI on the bank balance with a threshold set will let you know if the company bank
balance falls below a certain number
2. a kpi on sales will let you knwo if sales are trending up or down, and by how many
percentage points
3. a Kpi on web page hits will allow you to see if more or fewer people are visiting your
website
✔✔kpis are dependent on - ✔✔roles and features
1. the kpi's you hoose depende upon the role used to log in to NetSuite and the features
enabled in your netsuite account
