NetSuite Report Customization (Report snapshot)

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Our NetSuite client requested us to develop many complex reports that is not the normal feature of NetSuite. Obviously NetSuite cloud ERP offers tremendous possibilities in creating different types of reports. But the customization abilities provided within the NetSuite are limited. In certain circumstances, the client may require additional customizations in reports, which are out of the box features. One of our client approached us with a requirement to create different types of reports with extra customizations and additional features, and to display the same report snapshots in different role based user dashboards.

Requirement

NetSuite offers tremendous possibilities in creating different types of reports. But the customization abilities provided within the NetSuite are limited. In certain circumstances, the client may require additional customizations in reports, which are out of the box features. One of our client approached us with a requirement to create different types of reports with extra customizations and additional features, and to display the same report snapshots in different  role based user dashboards.

Challenges

NetSuite’s  standard reports only display some basic informations in a very simple manner. Our approached client wanted  complex, highly structured reports with some additional customizations and extra informations from customer records.

How to create an organised, well structured, efficiently customized  reports with all the informations required were one of the main challenges we faced during the report snapshot creation. Another challenge we met , was how to display the report snapshots in the dashboard of the specific role based users.  

Our Solution

With NetSuite Report Builder, we created different types of reports based on the category the client wanted. There were sufficient changes in the content displayed and in the format in which the informations displayed. Our brilliant NetSuite Team analyzed the requirements thoroughly and the content needed to extract from customer records to display in reports.

With NetSuite Report Builder’s efficient features combined with our expertise to customize the reports,  helped us to deliver the reports within a well organised, efficient manner, with all the data the client required.  We solved the issue of displaying the reports by role base by creating custom centers and a set of custom roles.  Then added the report to each role based users based on a set of permissions they have assigned. Our NetSuite Administration experts used Dashboard portlets to display the report snapshots in particular  user’s dashboard as the requirement implied.

Results

With the help of NetSuite Report Builder,  we created and customized  reports and displayed report snapshots in particular role based user dashboards to meet the client’s specific requirements. The main tasks we accomplished are listed below.

1. Created reports and customized them using Report Builder.
2. Created Custom centers and custom roles.
3. Displayed the report snapshots using portlets based on the role assigned to each employee.