NetSuite
Custom Reports
Get reports that show exactly what you need, how you need it. Saved searches, SuiteQL queries, financial statements, and dashboards built for your specific metrics and KPIs.
Get Custom Reports
WHY CUSTOM REPORTS?
Standard Reports Weren't Built for Your Business
NetSuite's standard reports cover common scenarios. But your business isn't common. You need reports that match how you actually measure performance, not how NetSuite thinks you should.
Your Metrics, Your Format
Show the exact KPIs your team needs. No more exporting to Excel to get the numbers in the right format.
Combine Data Sources
Pull from transactions, custom records, and calculated fields in one report. Standard reports can't do that.
One Click, Not Two Hours
Get accurate results instantly instead of spending hours in Excel every week.
WHAT WE BUILD
Custom Reports for Every Use Case
Saved Searches
Custom filters, formulas
SuiteQL
SQL-based analytics
Financial
P&L, Balance Sheet, Cash Flow
Dashboards
Visual KPIs, charts
Sales Analytics
Pipeline, performance
Inventory
Turnover, aging, reorder
COMMON REQUESTS
What Businesses Request for Custom Reports
These are the most frequently requested custom reporting solutions:
Sales Performance by Rep
Track individual sales representative performance with quotas, conversion rates, average deal size, and commission calculations.
Inventory Turnover Analysis
Analyze which products move quickly vs. slow-moving inventory with turnover rates, holding costs, and reorder recommendations.
Customer Profitability
Calculate true customer profitability including revenue, COGS, shipping costs, returns, and service expenses.
Cash Flow Forecasting
Project future cash positions based on open invoices, bills, payment terms, and historical payment patterns.
Product Margin Analysis
Break down margins by product, category, or SKU including all costs, discounts, and promotional pricing.
Aging Reports with Collections
Track accounts receivable aging with customer contact information, payment history, and collection priorities.
Commission Calculations
Automated commission reports with complex calculation rules, tiers, overrides, and payment tracking.
Multi-Currency Consolidation
Consolidated financial reports across multiple currencies with exchange rates and variance analysis.
REPORTING SPECIALISTS
Expert Custom Report Development
Building effective custom reports requires understanding both NetSuite data structure and your business logic. Our reporting specialists have created thousands of custom reports across every industry and use case.
We translate your reporting requirements into optimized queries, design clear visualizations, and ensure reports perform well even with large datasets. The result is actionable intelligence delivered in formats your team actually uses.
Request Custom ReportsCustom Report Development Process
Our systematic approach to building custom reports:
Requirements Gathering
Understand what metrics you need, how you'll use the report, who needs access, and how frequently it runs.
Data Source Analysis
Identify which NetSuite records and fields contain the data, determine necessary joins and relationships.
Report Design
Create mockups showing layout, columns, calculations, filters, and visualization approach.
Development
Build the saved search, SuiteQL query, or financial report with custom formulas and formatting.
Testing & Validation
Verify accuracy against known values, test with different date ranges and filters, optimize performance.
Training & Documentation
Show users how to run, filter, and export the report. Document what calculations mean and data sources.
BENEFITS
Why Invest in Custom Reports?
Professional custom reports deliver measurable business value:
Get Exactly What You Need
Stop trying to make standard reports work for your unique business. Custom reports show your specific metrics in your preferred format.
Save Significant Time
Eliminate hours spent exporting data to Excel for manual calculations. Get accurate results instantly with one click.
Make Better Decisions
Access real-time data in actionable formats. Identify trends, problems, and opportunities faster with clear visualizations.
Ensure Data Accuracy
Eliminate manual calculation errors. Consistent logic applied automatically means reliable, trustworthy results every time.
Most businesses waste 10-15 hours per week manually manipulating data in Excel because NetSuite's standard reports don't show exactly what they need.
Custom reports eliminate this inefficiency. Your team gets the exact insights they need, formatted correctly, updated automatically, and available with a single click.
Get Custom ReportsCommon Questions About Custom Reports
How complex are custom report projects?
It depends on the data sources and calculations involved. A simple saved search with filtering is straightforward. Reports that combine multiple record types, include complex formulas, or require custom financial layouts take more work. We scope each project based on your specific requirements.
Can you modify existing NetSuite reports?
Yes, we can customize standard reports by adding columns, changing filters, or creating variations. However, heavily modified reports are often better rebuilt as custom saved searches for better performance and flexibility.
What's the difference between saved searches and SuiteQL?
Saved searches are NetSuite's primary reporting tool with a user-friendly interface. SuiteQL is SQL-based and offers more power for complex queries, window functions, and advanced analytics. It does require SQL knowledge.
Can reports pull data from multiple subsidiaries?
Yes, we regularly build consolidated reports across subsidiaries, currencies, and business units. This requires proper permissions and understanding of your multi-subsidiary setup.
How do you handle report performance issues?
We optimize queries by using appropriate joins, limiting data ranges with filters, indexing strategies, and sometimes creating summary tables for frequently-accessed aggregated data.
Can reports be scheduled to run automatically?
Yes, NetSuite supports scheduled report delivery via email. We set up reports to run daily, weekly, monthly, or on custom schedules, automatically emailing results to specified recipients.
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