NETSUITE ADMINISTRATOR EVALUATION EXAM TEST
2025/2026 QUESTIONS WITH ANSWERS MARKED A+
✔✔What does the "Public" option do when publishing saved searches? - ✔✔Makes it
available to users who have permission
For email alerts you must mark the "public" option.
✔✔How to Limit saved search access to a specific set of users? - ✔✔Don't check
"Public" but define the audience under the audience tab.
✔✔What are some features of selecting "public" in the audience tab on a saved search?
- ✔✔If "public" is checked, there is an option to "select all" roles, and you can select
"allow audience to edit"
If you select both a role and department then the user must have that role and be
assigned to that department to see the search
✔✔What does the "Allow audience to edit" option do? - ✔✔Allows users to make
changes and save over your original search.
If it's not selected, users can make changes, but they must save with a new name and
therefore cannot overwrite the search
✔✔What does "Available as List View" do? - ✔✔If you go to a list of invoices for
instance, you can view it the way you have set up in your saved search. (Highlighting,
filters, etc)
✔✔What does "Available as dashboard view" do? - ✔✔List portlet on dashboard
All columns may not show due to space.
✔✔What does the Saved search Email tab do? - ✔✔Send email according to schedule
Send email when a record is created/updated that shows within the search
✔✔What does the "Show in menu" report option do? - ✔✔Allows the report to be seen
in the reports overview screen.
✔✔What are Custom reminders based on? - ✔✔Based on the number of results from a
saved search
✔✔What is the path for Printing, fax and email preferences? What is the default "from"
address? - ✔✔Setup > company > printing, fax and email
Set "from" address, otherwise it defaults from the person that created the search.
,✔✔For saved searches with multiple criterion, what is the default condition? (OR, NOT,
or AND?) - ✔✔By default when you create a saved search with more than one criterion,
then the results need to fit all criteria.
You can explicitly use "OR" or "NOT" to move away from "AND" logic.
✔✔What does the "Use expressions" checkbox do? - ✔✔On criteria sub tab of saved
search.
Used to enable "NOT", parentheses, "OR" etc.
use parentheses to break out statements so that you can do things like "(this OR this)
AND NOT this"
✔✔How to Create a custom KPI? - ✔✔New saved search
Set Criteria - very specific (location, type of transaction, status of transaction, main line,
etc)
No date or period allowed in criteria.
Only one summary type in the results.
Only one date filter in the filters.
If no date field is defined in the available filters, then two point data comparisons of the
KPI are not possible and the KPI cannot be graphed.
✔✔What is a Trend graph? - ✔✔Provides visual presentations of key metrics over time.
Can be added to most standard dashboards.
Can add up to 5 to the home dashboard.
Cannot be added to tabs that are not used as standard dashboards such as activities,
documents and setup.
Can export or download as an image.
✔✔What is the path to KPI Scorecards and what are they? - ✔✔Customization >
centers and tabs > KPI scorecards
Obtain complex and in-depth trend analysis so you can gauge the health of your
business.
✔✔What's the path to enable KPI scorecards? - ✔✔Setup > company > enable features
> analytics - enable KPI scorecards.
✔✔Can you change a KPI scorecard once it has been saved? - ✔✔No.
✔✔Can you define multiple scorecards? - ✔✔Yes, but only one can be displayed on a
dashboard at any time.
✔✔What does a Smart dashboard do? - ✔✔Display relevant and real time data
, Reports: snapshots, KPIs, KPI meter
10 report snapshots allowed.
Saved searches: custom search portlets, custom KPIs, custom KPI meters.
KPI scorecard built with standard and custom KPIs
Maximum of 5 trend graphs.
✔✔Which dashboards can not be customized? - ✔✔Documents, setup, and
customization
Every other dashboard can be customized
✔✔What do Portlet data settings do? - ✔✔Works with important dashboard content
such as: KPIs, Report Snapshots, and KPI scorecard.
✔✔How to publish dashboards? - ✔✔Must have permissions
"Publish dashboards" link displays in the settings portlet of your home page.
Must be a role with the same center type for which you are creating the custom record.
✔✔What dashboard can Administrator's publish? - ✔✔Can publish dashboards to the
full access role in the classic center. Not a good idea to publish dashboards with
administrator role.
✔✔What dashboards can marketing admins publish? - ✔✔Can publish dashboards to
the users assigned roles in the marketing center. Etc with sales, support, and system.
✔✔what does "lock shortcuts" mean in the Publish dashboards options? - ✔✔Users can
add and reorder shortcuts but they cannot remove them
✔✔What does "lock new bar" do in a dashboard? - ✔✔Allows users to add and reorder
links in the create new boards, but they cannot remove the create new bar links on the
published dashboard.
✔✔What does "Override existing user's settings" do in a dashboard? - ✔✔Overrides the
current dashboard for the role and replaces it with the new dashboard
✔✔What are the Restriction types for dashboards? - ✔✔Unlocked - allows users to add,
mode and remove content from the dashboard layout
Locked - prevents users from making any changes to the dashboards
Add/move content - can add or move content, but cannot remove it.
2025/2026 QUESTIONS WITH ANSWERS MARKED A+
✔✔What does the "Public" option do when publishing saved searches? - ✔✔Makes it
available to users who have permission
For email alerts you must mark the "public" option.
✔✔How to Limit saved search access to a specific set of users? - ✔✔Don't check
"Public" but define the audience under the audience tab.
✔✔What are some features of selecting "public" in the audience tab on a saved search?
- ✔✔If "public" is checked, there is an option to "select all" roles, and you can select
"allow audience to edit"
If you select both a role and department then the user must have that role and be
assigned to that department to see the search
✔✔What does the "Allow audience to edit" option do? - ✔✔Allows users to make
changes and save over your original search.
If it's not selected, users can make changes, but they must save with a new name and
therefore cannot overwrite the search
✔✔What does "Available as List View" do? - ✔✔If you go to a list of invoices for
instance, you can view it the way you have set up in your saved search. (Highlighting,
filters, etc)
✔✔What does "Available as dashboard view" do? - ✔✔List portlet on dashboard
All columns may not show due to space.
✔✔What does the Saved search Email tab do? - ✔✔Send email according to schedule
Send email when a record is created/updated that shows within the search
✔✔What does the "Show in menu" report option do? - ✔✔Allows the report to be seen
in the reports overview screen.
✔✔What are Custom reminders based on? - ✔✔Based on the number of results from a
saved search
✔✔What is the path for Printing, fax and email preferences? What is the default "from"
address? - ✔✔Setup > company > printing, fax and email
Set "from" address, otherwise it defaults from the person that created the search.
,✔✔For saved searches with multiple criterion, what is the default condition? (OR, NOT,
or AND?) - ✔✔By default when you create a saved search with more than one criterion,
then the results need to fit all criteria.
You can explicitly use "OR" or "NOT" to move away from "AND" logic.
✔✔What does the "Use expressions" checkbox do? - ✔✔On criteria sub tab of saved
search.
Used to enable "NOT", parentheses, "OR" etc.
use parentheses to break out statements so that you can do things like "(this OR this)
AND NOT this"
✔✔How to Create a custom KPI? - ✔✔New saved search
Set Criteria - very specific (location, type of transaction, status of transaction, main line,
etc)
No date or period allowed in criteria.
Only one summary type in the results.
Only one date filter in the filters.
If no date field is defined in the available filters, then two point data comparisons of the
KPI are not possible and the KPI cannot be graphed.
✔✔What is a Trend graph? - ✔✔Provides visual presentations of key metrics over time.
Can be added to most standard dashboards.
Can add up to 5 to the home dashboard.
Cannot be added to tabs that are not used as standard dashboards such as activities,
documents and setup.
Can export or download as an image.
✔✔What is the path to KPI Scorecards and what are they? - ✔✔Customization >
centers and tabs > KPI scorecards
Obtain complex and in-depth trend analysis so you can gauge the health of your
business.
✔✔What's the path to enable KPI scorecards? - ✔✔Setup > company > enable features
> analytics - enable KPI scorecards.
✔✔Can you change a KPI scorecard once it has been saved? - ✔✔No.
✔✔Can you define multiple scorecards? - ✔✔Yes, but only one can be displayed on a
dashboard at any time.
✔✔What does a Smart dashboard do? - ✔✔Display relevant and real time data
, Reports: snapshots, KPIs, KPI meter
10 report snapshots allowed.
Saved searches: custom search portlets, custom KPIs, custom KPI meters.
KPI scorecard built with standard and custom KPIs
Maximum of 5 trend graphs.
✔✔Which dashboards can not be customized? - ✔✔Documents, setup, and
customization
Every other dashboard can be customized
✔✔What do Portlet data settings do? - ✔✔Works with important dashboard content
such as: KPIs, Report Snapshots, and KPI scorecard.
✔✔How to publish dashboards? - ✔✔Must have permissions
"Publish dashboards" link displays in the settings portlet of your home page.
Must be a role with the same center type for which you are creating the custom record.
✔✔What dashboard can Administrator's publish? - ✔✔Can publish dashboards to the
full access role in the classic center. Not a good idea to publish dashboards with
administrator role.
✔✔What dashboards can marketing admins publish? - ✔✔Can publish dashboards to
the users assigned roles in the marketing center. Etc with sales, support, and system.
✔✔what does "lock shortcuts" mean in the Publish dashboards options? - ✔✔Users can
add and reorder shortcuts but they cannot remove them
✔✔What does "lock new bar" do in a dashboard? - ✔✔Allows users to add and reorder
links in the create new boards, but they cannot remove the create new bar links on the
published dashboard.
✔✔What does "Override existing user's settings" do in a dashboard? - ✔✔Overrides the
current dashboard for the role and replaces it with the new dashboard
✔✔What are the Restriction types for dashboards? - ✔✔Unlocked - allows users to add,
mode and remove content from the dashboard layout
Locked - prevents users from making any changes to the dashboards
Add/move content - can add or move content, but cannot remove it.
