NetSuite Suite Analytics Exam questions correctly answered 2023

NetSuite Suite Analytics Exam questions correctly answered 2023SuiteAnalytics provides real-time operational, tactical, and strategic intelligence in a single system Reports Provide point in time analysis: 1. tap standard reports for visibility into all areas of your business 2. Add new fields, hierarchical groupings, and formulas for custom analysis 3. Configure ad-hoc reports to present specific metrics 4. present in easy-to-read, polished format Saved Searches Help you mine your data quickly through: 1. expose data from across your business 2. Define your query 3. design your display saved searches 2 Present lists of dynamic results to take action on: 1. set different views and access 2. Update underlying record quickly 3. Enforce business process flows 4. Focus users on critical information Key performance indicators (KPIs) measure performance against objectives, identify trends, apply course correction in a timely fashion, leverage key performance indicators and scorecards real-time dashboards put business intelligence in front of all users: 1. create personalized and smart dashboards 2. get intelligence on all areas of your business 3. keep close to your business indicators 4. empower users to work intelligently and effectively use standard reports when you need to 1. summarize data into groups, totals, and subtotals - ex: the current inventory status report provides a snapshot of your current inventory data and can be useful in monitoring the current inventory levels and determining ordering schedules 2. view details of data within the report - ex: to drill down into record details directly from report with a standard report you cannot update data from within the report 1. you can't change the results displayed in the report on-the-fly 2. you can drill-down to the actual record from the report and make changes when not using standard reports you might spend time creating custom reports to collect data when the data is already available in standard reports best reporting practices 1. review your company's existing reporting needs 2. peruse standard reports on the reports overview page 3. study netsuite topics for report definitions and content detail 4. refer to your business requirements document 5. execute a standard report to test content : a) examine data and data sources b) Run similar reports, compare the output (both summary and detail) summary-level standard report many reports allow viewing summary or detail-level information 1. toggle between summary and view detail drill down use drill-down balloons to get to the lowest level of detail 1. depending upon the report, you can drill into one of the standard NetSuite record types of entity, transaction, CRM, or item parent-child relationship parent child relationships enable grouping and subtotaling in reports name vs name (grouped) name - simple list without groupings name grouped- names grouped by heirarchy true/false 1. reports assist you in summarizing data into groups, totals, and subtotals - true 2. you can update the underlying data from the report - false 3. starting with NetSuite standard reports is a waste of time - false 4. using name (grouped) exposes any underlying hierarchy - true 5. using the full name is the best way to get grouping and subtotaling - false, full name doesn't enable grouping or subtotaling grouping for grouping, think "totaled by" 1. group with previous column allows data to be subtotaled by the data in the previous column 2. subtotals are provided for each grouping level 3. more than one grouping level is allowed, but don't group too many fields or else the report will be unreadable run reports some reports may take time to generate output, especially if they contain a lot of data 1. click alert me when ready link if the report is large 2. saved report results display in reports - report results portlet on the reports overview page report output features report footer options are tailored to the report's definition 1. filters: date, subsidiary context, column 2. tools: options, expand, collapse, find distribute reports reports may be shared from netsuite: 1. graph or print 2. email or schedule 3. export to another application graph display, copy, and paste into another application export send to word, excel, pdf, or csv date filter select the point-in-time collapse roll data up to the highest level drill down balloon hover over, click, go to detail email send to recipient schedule provide report on recurring basis column filter slice and dice your report 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