Stop exporting to spreadsheets to answer basic questions. Get the numbers you need right inside NetSuite.
Your NetSuite data holds the answers, but getting them out takes too long. Managers wait on exports, and the reports they get don’t quite answer the question.
We build custom reports and saved searches that show your team sales, inventory, financials and operations in real time. That ranges from simple transaction lists to formula-driven analysis with summary groups, custom KPIs and reports sent by email on a schedule.
Real-time dashboards for executives and department heads
KPI scorecards that update on their own
Reports emailed on a schedule to the people who need them
Formula columns for calculated metrics and ratios
We ask each team what they need to see and how they use the numbers today.
We decide whether each need suits a report, a saved search or a joined search across record types.
We write the criteria and formulas, then check the results against figures your team already trusts.
We add portlets to your NetSuite homepage and set up email delivery for the people who need it.
We have hands-on NetSuite experience across a range of industries, so we know what works and what doesn’t. That shapes how we build your reports, because a report only helps if your team uses it.
Reports use NetSuite’s built-in report builder and suit standard financial and operational summaries. Saved Searches are more flexible. They support formulas and custom columns, and they can feed dashboards, workflows and integrations.
Yes. We build dashboard portlets powered by saved searches. They show real-time KPIs, trend charts and summary tables right on your NetSuite homepage.
Yes. Slow saved searches are among the most common NetSuite issues. We restructure criteria, cut needless joins and use the right summary types. We also use analytics workbooks where that fits better.
Yes. We build joined saved searches that combine transactions, items, customers, vendors and custom records into a single view of your operations.
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