Financial services firms—investment companies, lending firms, insurance providers, and wealth managers—operate in one of the most highly regulated industries. They must balance compliance, reporting, and profitability while delivering a seamless client experience. NetSuite provides a unified ERP and financial management ...
The NetSuite Pro Latest Articles
SuiteAnalytics Workbook: Advanced Reporting for NetSuite
adminNetSuite comes with powerful built-in reporting tools, but sometimes you need deeper insights. That’s where SuiteAnalytics Workbook comes in—a modern, user-friendly reporting tool that combines pivot tables, charts, and real-time NetSuite data. Whether you’re a financial analyst, operations manager, or ...
NetSuite Dashboards vs. SuiteAnalytics Workbook: Which Should You Use?
adminNetSuite gives users multiple ways to analyze and view data. Two of the most popular options are Dashboards and SuiteAnalytics Workbooks. Both are powerful, but they serve different purposes. In this blog, we’ll break down the differences, use cases, and ...
NetSuite Saved Searches: The Ultimate Beginner’s Guide
adminSaved Searches are one of NetSuite’s most powerful tools. They let you filter, sort, and display data in real time—without needing complex reports or scripts. From tracking overdue invoices to monitoring sales performance, saved searches are the backbone of reporting ...
NetSuite Reports vs. Saved Searches: What’s the Difference?
adminWhen working with NetSuite, you’ll often hear about Reports and Saved Searches. Both are powerful tools for analyzing business data, but they serve different purposes. Understanding the difference will help you choose the right tool for your reporting needs. In ...
What are Saved Searches in NetSuite? A Beginner’s Guide
adminNetSuite Saved Searches One of the most powerful features in NetSuite is the Saved Search. Whether you’re an accountant checking overdue invoices or a sales manager reviewing opportunities, Saved Searches allow you to create custom, real-time reports tailored to your ...