NetSuite’s SuiteAnalytics Workbook has been released for a number of years now but is still one of the most under-utilised reporting tools by our customers. Designed to be simple, Suiteanalytics workbook is available as part of your NetSuite subscription and is aimed at the general, non-technical user in mind.

With SuiteAnalytics Workbook, you can create highly customisable workbooks that combine tables, pivots, and charts using a single tool that leverages the analytics data source.

The SuiteAnalytics Workbook user interface has been designed with drag-and-drop editing and easy search tool for the record that you want to display. This makes it ideal for ad-hoc reporting, including the ability to drill through to the actual results in NetSuite. A range of options also allow you to create reports with rich formatting, filtering, and visualisations of your data. Custom formula fields are also supported in Workbook, so you can create and add fields with dynamically calculated values.

Join Michelle as she shows you how you how to navigate around Workbooks and how to create these reports from scratch and populate these on your dashboard.