📊 NetSuite BI & Reporting Associate Certification Prep

Suite Analytics & Reporting Learning Hub

Master standard reports, saved searches, KPIs, and Suite Analytics Workbook to transform NetSuite data into actionable business intelligence

4
Weeks
16
Modules
25+
Examples
5
Appendices

📈 What You'll Learn

This comprehensive learning hub covers NetSuite's full suite of analytics and reporting tools. You'll progress from accessing and customizing standard reports to building sophisticated saved searches with formulas, deploying KPIs on dashboards, and creating data visualizations with Suite Analytics Workbook.

Each module includes real-world examples, practical formulas, and hands-on scenarios that mirror certification exam content and daily business use cases.

📋 Standard Reports 🔍 Saved Searches 🧮 SQL Formulas 📧 Email Alerts 📊 KPIs & Scorecards 📈 Trend Graphs 📉 Suite Analytics Workbook

Course Curriculum

Week 1
Standard Reports
Access, view, filter, and distribute NetSuite's built-in reports for real-time business insights.
  • Accessing Standard Reports
  • Viewing & Navigating Reports
  • Filtering Reports
  • Export, Print & Email
  • Scheduling Reports
  • Alert Me When Ready
Start Week 1 →
Week 2
Saved Searches Fundamentals
Build custom data queries with criteria, results columns, sorting, and joined data sources.
  • Creating Saved Searches
  • Results Columns & Labels
  • Sorting Results
  • Adding Joined Data
  • Criteria & Filters
  • Date Filters
Start Week 2 →
Week 3
Saved Searches Advanced
Master search logic, formulas, highlighting, deployment options, and email notifications.
  • Logged-In User Filters
  • Search Logic (AND/OR/NOT)
  • Highlighting Results
  • Deployment Options
  • Notification Emails
  • Scheduled Emails
Start Week 3 →
Week 4
KPIs & Suite Analytics Workbook
Deploy KPIs on dashboards and create powerful data visualizations with Workbook.
  • KPI Portlets & Meters
  • Trend Graphs
  • KPI Scorecards
  • Workbook Overview
  • Datasets & Visualizations
  • Sharing & Analytics Portlet
Start Week 4 →

Reference Appendices