Real-World Reporting Examples in NetSuite

📝 Why Real-World Examples Matter

NetSuite comes with powerful reporting tools, but many users struggle to know what reports to build. Here are practical, high-value reporting examples you can implement today.

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✅ Example 1: Accounts Receivable Aging

Goal: Identify overdue invoices and track collections.

• Saved Search Type: Transaction
• Filters:
  • Type = Invoice
  • Status = Open
• Results: Customer, Invoice #, Date, Amount, Days Overdue ({today} - {duedate})
• Highlighting: Red if > 60 days, Yellow if 30–60 days.

👉 Add to the CFO dashboard for real-time visibility.

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✅ Example 2: Sales Leaderboard by Rep

Goal: Track sales performance and motivate the sales team.

• Saved Search Type: Transaction
• Filters: Type = Sales Order, Status = Billed
• Results: Sales Rep, Sum of Amount (Summary by Rep)
• Chart: Use SuiteAnalytics Workbook → Bar Chart of Sales by Rep.

👉 Display on Sales Manager dashboard as KPI meter.

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✅ Example 3: Low Stock Inventory Alerts

Goal: Prevent stockouts by monitoring low inventory.

• Saved Search Type: Item
• Filters: Available < Reorder Point
• Results: Item Name, Location, Available, Reorder Point
• Schedule: Email alert to Purchasing Manager daily.

👉 Add as Reminder: “Items Below Reorder Point.”

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✅ Example 4: Customer Lifetime Value (CLV)

Goal: Identify top customers by total sales.

• Saved Search Type: Transaction
• Filters: Type = Invoice, Status = Paid
• Results (Summary): Customer, Sum of Amount
• Formula (Numeric): ({amount} / {count}) for average order value.
• Chart: Pie Chart → Sales contribution by top 10 customers.

👉 Add to CEO dashboard for customer insights.

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✅ Example 5: Open Purchase Orders by Vendor

Goal: Track vendor commitments and expected deliveries.

• Saved Search Type: Transaction
• Filters: Type = Purchase Order, Status = Open
• Results: Vendor, PO Number, Expected Receipt Date, Amount
• Highlighting: Highlight overdue receipts in red.

👉 Useful for Operations dashboard.

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🔗 How These Reports Help

• Finance → Faster collections with AR Aging.
• Sales → Performance tracking with leaderboards.
• Operations → Stock control with inventory alerts.
• Executives → Customer insights with CLV analysis.

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💡 Pro Tips & Best Practices

• Combine Saved Searches + Workbooks for maximum impact.
• Add searches as KPIs for executives who need at-a-glance data.
• Always test with filters to avoid pulling massive datasets.
• Keep reports role-specific — CFOs don’t need inventory reorder alerts.

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📌 Key Takeaways

• Real-world reports turn NetSuite into a decision-making tool.
• AR Aging, Sales Leaderboards, Low Stock Alerts, CLV, and Vendor Tracking are must-have examples.
• Use highlighting, KPIs, and dashboards to make reports actionable.

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👉 Next Page: Performance Optimization for Reports