Help
The guide, one task at a time.
How to read, build and share reports in Advanced Reports, the NetSuite-native app installed in your account. It is the same guidance your team finds under Help inside the app. Pick a section, then the task in front of you.
Getting started
What the app is, and the first hour in a new account.
- What Advanced Reports isA catalogue of stored SuiteQL reports, dashboards and portlets that runs entirely inside your NetSuite account.
- Installing in your accountHow HiScale deploys the app, what the Bootstrap Suitelet does, and the rights to set before anyone else builds reports.
- Finding your way aroundThe catalogue, the sidebar groups, search, categories, the Show filter and the version badge.
Using reports
Finding, reading, filtering and exporting a report.
- Reading a reportThe table, its totals and formats, full or compact numbers, paging, exporting, and what an error panel means.
- Filters and the grain switchColumn filters for text, numbers, dates, months, dropdowns and yes/no values, and the Month, Quarter and Year switch.
- Drill-throughClick a figure in a summary to open the detail rows behind it, narrowed to the row you clicked.
- Charts on a reportReading the charts, stat tiles and trends around a report table, and how authors lay them out.
Building reports
The wizard: SQL, columns, filters, details and layout.
- The report wizard step by stepThe five steps from a SuiteQL query to a published report, with columns, links, filters, refresh and audience.
- Writing SuiteQL that performsHow the app runs your statement, the transaction status trap, BUILTIN.DF, paging, and when to use partial refresh.
- Refresh and schedulingHow the refresh Map/Reduce runs reports, stores results, avoids overlapping runs, and handles on-demand refreshes.
Dashboards
Pages of widgets over several reports, with shared filters.
- Building a dashboardOne page of tables, charts, stat tiles and notes drawn from several reports, on a drag-and-drop grid.
- Dashboard filtersOne filter bar that narrows several widgets at once, with starting values, month filters, and filters carried into reports.
- The Statement widgetLay a report out as a financial statement, with rows by account, columns by period, sections, subtotals and percent-of lines.
Portlets
Report widgets on a NetSuite home dashboard.
Import and export
Moving reports and dashboards between accounts as a file.
Administration
Configuration, categories, record types, audiences and versions.
- Categories, audience and rightsHow categories organise the sidebar, how audiences decide who opens what, and the two app rights.
- Archive, restore and housekeepingRetire reports and dashboards reversibly, find the ones nobody opens, and keep the catalogue tidy.
- Settings referenceEvery configuration key, its default, its allowed range and what it changes.