📋 Week 1: Standard Reports

📚 6 Modules ⏱️ ~2 Hours 🎯 Foundation Level

Week Overview

NetSuite provides a comprehensive suite of standard reports to help you track and monitor your business in real time. This week covers everything you need to know about accessing, viewing, filtering, and distributing these built-in reports. You'll learn to navigate report data, apply dynamic filters, export in multiple formats, schedule recurring distributions, and use the "Alert Me When Ready" feature for large reports.

Learning Objectives

  • Access standard reports using global search, menus, and the Reports Dashboard
  • Navigate between summary and detail views with drill-down capabilities
  • Apply date ranges, subsidiary context, and column filters
  • Export reports in Excel, PDF, CSV, and Word formats
  • Schedule reports to run and distribute automatically
  • Use Alert Me When Ready for long-running reports
01
Accessing Standard Reports
Global search, report menus, Reports Dashboard, and creating shortcuts to frequently used reports
02
Viewing & Navigating Reports
Summary vs. detail views, drill-down navigation, Find field, and report navigation pane
03
Filtering Reports
Static and dynamic date ranges, subsidiary context, column filters, and creating filter favorites
04
Report Tools & Options
Display options, report grid view, expand/collapse levels, and graph visualization
05
Export, Print & Email
Export formats (Excel, PDF, CSV, Word), printing, email distribution, and report snapshots
06
Scheduling & Alert Me When Ready
Recurring schedules, distribution lists, managing scheduled reports, and background processing
Week 1 Progress