NetSuite SuiteAnalytics: Unlocking Business Insights with Saved Searches and Workbooks

Data drives decisions, but many businesses struggle to turn raw data into actionable insights. NetSuite’s SuiteAnalytics provides powerful tools—Saved Searches, Reports, and Workbooks—that allow users to analyze data directly in NetSuite without third-party BI tools.

In this blog, we’ll explore how SuiteAnalytics works, its core features, and practical examples of how businesses use it for better decision-making.

---

🛠️ What is SuiteAnalytics?

SuiteAnalytics is NetSuite’s built-in business intelligence (BI) and reporting toolset. It allows users to:

• Run ad-hoc Saved Searches.
• Build detailed Reports.
• Explore interactive Workbooks with pivot tables and charts.

👉 All data comes directly from NetSuite—no exports or external tools required.

---

⚡ Benefits of SuiteAnalytics

• Real-time insights → Data updates as transactions are entered.
• Customizable → Tailored to roles and business needs.
• No coding required → Anyone can build searches and workbooks.
• Scalable → Works across all NetSuite modules (finance, sales, inventory, HR).

---

⚡ SuiteAnalytics Tools

1. Saved Searches

• Query any record type (customers, transactions, items).
• Add filters and formulas for custom conditions.
• Schedule searches to email results automatically.

👉 Example: A saved search that shows overdue invoices > 30 days.

---

2. Reports

• Prebuilt templates (Income Statement, Balance Sheet, Sales by Item).
• Custom report builder for tailored outputs.
• Drill-down capabilities for transaction-level detail.

👉 Example: A profit and loss report by department.

---

3. Workbooks

• Advanced tool for interactive analysis.
• Pivot tables, filters, and charts.
• Drag-and-drop interface for slicing data.

👉 Example: Sales by region, broken down by product line, visualized in a chart.

---

📚 Real-World Example

A retail company used SuiteAnalytics to track sales performance by store location:

• Saved Search for daily sales by store.
• Workbook to analyze trends across months.
• Dashboard widget displaying top-performing locations.

👉 Result: Management identified underperforming stores and reallocated marketing budget.

---

✅ Best Practices

✔️ Start with Saved Searches before moving to Workbooks.
✔️ Use formulas to customize calculations.
✔️ Share dashboards tailored to specific roles.
✔️ Schedule searches and reports for automated delivery.

---

✅ Final Thoughts

SuiteAnalytics transforms NetSuite into a self-service BI platform, helping businesses uncover insights without needing IT or external tools. By combining Saved Searches, Reports, and Workbooks, companies can make smarter, faster decisions.

👉 If your team is exporting data to Excel for analysis, SuiteAnalytics can save time and provide real-time visibility.