NETSUITE SUITEANALYTICS TEST PAPER 2025/2026
QUESTIONS WITH ANSWERS GRADED A+
✔✔customize standard reports when you need to - ✔✔1. present data in hierarchical
groupings, totals and subtotals and the netsuite standard report is not exactly what you
need
a.) EX: Add the sales rep name to the Sales by Sales Item
2. access calculated fields or dimensions only available by report components and not
available in saved searches
3. provide a more polished presentation output
✔✔by not using standard reports as the basis for a customized report you - ✔✔1. waste
time constructing a new report from scratch to collect the data
2. do not take advantage of existing report content, layout of report or underlying
functionality already defined
✔✔steps to identify report requriements - ✔✔1. start with a standard report
2. review underlying record and available fields
3. perform gap analysis
4. plan and design the report
✔✔gap analysis - ✔✔1. comparing the existing spreadsheet to a standard report output
2. reviewing column and row data
3. asking yourself "What is missing and what is unnecessary"
✔✔steps to customizing reports - ✔✔1. edit columns
2. Filters
3. sorting
4. more options
5. review new custom report
6. report snapshots
✔✔step 1: edit columns - ✔✔report folders contain record fields, both standard and
custom
1. add fields (columns)
2. move or remove columns
3. label and formats columns
4. add simple formula columns
(tips: preview as you go, develop a report naming convention)
✔✔step 2: filters - ✔✔add filters through the Add Fields pane
1. use filters to obtain the data that you want to view through the report
2. optionally - add filters to the footer to allow modifying the filter at run-time
*use Show in Filter* to allow users to modify the filters at run-time
,✔✔Step 3: sorting - ✔✔Add additional sorting options through the Add Fields pane
1. Sorting options are applied in the order listed
2. Use [move up] and [move down] buttons or drag and drop lines representing columns
to determine the sort order
✔✔Step 4: more options (1) - ✔✔define report options, for instance:
1. show on reports page
2. allow web query
✔✔Step 4: More Options (2) - ✔✔you can customize summary reports by allowing
users to drill down to a specific custom detail report of the same type
a) select a report from the drill down report list
b) you can select only custom detail reports to which you have access
✔✔Step 4: More Options - ✔✔define audience: select roles, groups, employees,
classification, or a combination
define access: optional (provides full access to the report)
✔✔Step 5: review the new custom report - ✔✔this is the report from NetSuite that
replaces the spreadsheet
1. report sorted by customer
2. key financial fields displayed as columns
3. simple formula provides necessary insight
✔✔best report building practices - ✔✔1. review your company's existing reporting
needs
2. identify a comparable report
3. do a gap analysis
4. customize the standard report
5. to see which report was used as the basis for a customized report go to reports >
saved reports > all saved reports. The name for the standard report will be in the report
type column
✔✔how many columns can a report include - ✔✔30 data columns
1. adding a 31st column results in an error on the edit columns page
2. attempting to run or re-save a report containing more than 30 columns will result in an
error showing you need to reduce the number of columns
✔✔how many columns can report results contain - ✔✔more than 30
1. you can add matrix columns during run time or add columns through the column filter
✔✔how many reports can be run at one time by a single user - ✔✔1. only 2 different
reports can be run at one time by a single user
2. attempting to run a third report triggers an error
, 3. only one instance of the same report can be run at one time
✔✔to extend reporting capabilities - ✔✔1. use of filters to create a specific report
2. include alternate date range columns
3. work with the web query
4. suiteanalytics connect feature
✔✔to create a specific report - ✔✔use filters
- the transaction detail report is a very verastile report that can be customized to create
a very specific report
✔✔to create comparative reports - ✔✔use alternate date range (or alternate period
range) columns to create comparative reports:
1. add/select multiple columns for the same measured field (e.g. amount or quantity)
2. define a date range for each column
3. choose a date range
✔✔relative to report date - ✔✔defined in relation to the overall date range set for the
report; changes when the overall report date range changes
✔✔relative to today's date - ✔✔defined in relation to the current date when the report is
run
✔✔using web query (1) - ✔✔1. send report data via the internet allowing dynamic
refresh of the data
2. go to more options, report options - enable web query
3. save and export to web query
4. email web query file to recipient (s)
- recipient doesn't need to log into NetSuite to open the file
-the Web Query file may be saved to the recipient's desktop
✔✔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
QUESTIONS WITH ANSWERS GRADED A+
✔✔customize standard reports when you need to - ✔✔1. present data in hierarchical
groupings, totals and subtotals and the netsuite standard report is not exactly what you
need
a.) EX: Add the sales rep name to the Sales by Sales Item
2. access calculated fields or dimensions only available by report components and not
available in saved searches
3. provide a more polished presentation output
✔✔by not using standard reports as the basis for a customized report you - ✔✔1. waste
time constructing a new report from scratch to collect the data
2. do not take advantage of existing report content, layout of report or underlying
functionality already defined
✔✔steps to identify report requriements - ✔✔1. start with a standard report
2. review underlying record and available fields
3. perform gap analysis
4. plan and design the report
✔✔gap analysis - ✔✔1. comparing the existing spreadsheet to a standard report output
2. reviewing column and row data
3. asking yourself "What is missing and what is unnecessary"
✔✔steps to customizing reports - ✔✔1. edit columns
2. Filters
3. sorting
4. more options
5. review new custom report
6. report snapshots
✔✔step 1: edit columns - ✔✔report folders contain record fields, both standard and
custom
1. add fields (columns)
2. move or remove columns
3. label and formats columns
4. add simple formula columns
(tips: preview as you go, develop a report naming convention)
✔✔step 2: filters - ✔✔add filters through the Add Fields pane
1. use filters to obtain the data that you want to view through the report
2. optionally - add filters to the footer to allow modifying the filter at run-time
*use Show in Filter* to allow users to modify the filters at run-time
,✔✔Step 3: sorting - ✔✔Add additional sorting options through the Add Fields pane
1. Sorting options are applied in the order listed
2. Use [move up] and [move down] buttons or drag and drop lines representing columns
to determine the sort order
✔✔Step 4: more options (1) - ✔✔define report options, for instance:
1. show on reports page
2. allow web query
✔✔Step 4: More Options (2) - ✔✔you can customize summary reports by allowing
users to drill down to a specific custom detail report of the same type
a) select a report from the drill down report list
b) you can select only custom detail reports to which you have access
✔✔Step 4: More Options - ✔✔define audience: select roles, groups, employees,
classification, or a combination
define access: optional (provides full access to the report)
✔✔Step 5: review the new custom report - ✔✔this is the report from NetSuite that
replaces the spreadsheet
1. report sorted by customer
2. key financial fields displayed as columns
3. simple formula provides necessary insight
✔✔best report building practices - ✔✔1. review your company's existing reporting
needs
2. identify a comparable report
3. do a gap analysis
4. customize the standard report
5. to see which report was used as the basis for a customized report go to reports >
saved reports > all saved reports. The name for the standard report will be in the report
type column
✔✔how many columns can a report include - ✔✔30 data columns
1. adding a 31st column results in an error on the edit columns page
2. attempting to run or re-save a report containing more than 30 columns will result in an
error showing you need to reduce the number of columns
✔✔how many columns can report results contain - ✔✔more than 30
1. you can add matrix columns during run time or add columns through the column filter
✔✔how many reports can be run at one time by a single user - ✔✔1. only 2 different
reports can be run at one time by a single user
2. attempting to run a third report triggers an error
, 3. only one instance of the same report can be run at one time
✔✔to extend reporting capabilities - ✔✔1. use of filters to create a specific report
2. include alternate date range columns
3. work with the web query
4. suiteanalytics connect feature
✔✔to create a specific report - ✔✔use filters
- the transaction detail report is a very verastile report that can be customized to create
a very specific report
✔✔to create comparative reports - ✔✔use alternate date range (or alternate period
range) columns to create comparative reports:
1. add/select multiple columns for the same measured field (e.g. amount or quantity)
2. define a date range for each column
3. choose a date range
✔✔relative to report date - ✔✔defined in relation to the overall date range set for the
report; changes when the overall report date range changes
✔✔relative to today's date - ✔✔defined in relation to the current date when the report is
run
✔✔using web query (1) - ✔✔1. send report data via the internet allowing dynamic
refresh of the data
2. go to more options, report options - enable web query
3. save and export to web query
4. email web query file to recipient (s)
- recipient doesn't need to log into NetSuite to open the file
-the Web Query file may be saved to the recipient's desktop
✔✔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
