Course Overview / Week 1 / Module 01

📋 Module 01: Accessing Standard Reports

Week 1 • Standard Reports • Foundation

Module Overview

NetSuite provides a full suite of standard reports to help you track and monitor your business. These reports cover financial data, inventory, sales, purchasing, and more. This module teaches you the multiple ways to find and access these reports quickly.

Report Categories

NetSuite organizes standard reports into categories based on their function. Your access to specific reports depends on your role and permissions.

💰
Financial Reports
Income, expenses, cash flow, balance sheet
📦
Inventory Reports
On-hand, revenue, valuation
📈
Sales Reports
By customer, item, rep
🛒
Purchasing Reports
By item, vendor, trends

Three Ways to Access Reports

🔍 Method 1: Global Search

The fastest way to locate a specific report when you know its name.

  1. Click the Search field in the upper right corner of NetSuite
  2. Enter a search term or the report name (e.g., "Sales by Customer")
  3. Add the page: prefix to limit results to pages and reports
  4. Select the report from the list of results

💡 Example

To quickly find the Income Statement report:

page: income statement

This filters out transactions and records, showing only pages and reports matching your search.

📂 Method 2: Reports Menu

Navigate through the menu hierarchy to browse available reports by category.

  1. Click Reports in the main navigation menu
  2. Navigate to the desired report category (Financial, Sales, Inventory, etc.)
  3. Select the specific report from the submenu

Reports → [Category] → [Report Name]

📊 Method 3: Reports Dashboard

View all available reports and saved searches in one centralized location.

  1. Click Reports in the navigation menu (click the label itself, not the dropdown)
  2. The Reports Dashboard displays all reports you can access based on your role
  3. Reports are grouped by category
  4. Click Expand All to see all reports in each category
  5. Click any report title to open it

Creating Report Shortcuts

For reports you use frequently, create shortcuts to access them with one click.

📌 How to Create a Shortcut

  1. Open the report you want to shortcut
  2. Hover over the favorites icon (star) in the report header
  3. Select Add to Shortcuts
  4. Optionally check "Open in a new window" to open the report in a new tab when clicked
  5. Click Save
  6. Refresh your browser to see the shortcut in your Shortcuts portlet

💡 Pro Tip

Create shortcuts for reports you run daily, like Sales by Customer or Cash Flow. This saves navigation time and ensures you always have quick access to critical business data.

Common Standard Reports

Report Category Use Case
Income Statement Financial Review revenue, expenses, and profit/loss
Balance Sheet Financial View assets, liabilities, and equity
Cash Flow Statement Financial Track cash inflows and outflows
Sales by Customer Sales Analyze customer purchasing patterns
Inventory Revenue Inventory Compare sales quantities to on-hand inventory
Purchase by Item Purchasing Track buying behavior and cost trends
Purchase by Vendor Purchasing Identify vendor reliance and trends

Role-Based Access

⚠️ Important

The reports you can see depend on your role and permissions in NetSuite. If you can't find a report you need, contact your NetSuite administrator to request appropriate permissions.

🎯 Key Takeaways

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