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, the search box, the top bar and its gear menu, 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.
- Scheduled emailsSend a report or a dashboard by email on a schedule, in the message or as a CSV, Excel or PDF file, and follow every email in the history.
- Fiscal periods, year to date and balancesThe fiscal year of your account in filters, Group by and comparisons, half years, year to date figures, and balances that take their month-end value.
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.
- Clicking a dashboard widgetClick a bar, a slice, a point, a table line or a stat tile's number to open the rows behind it, and switch the click off for one widget.
- The Statement widgetLay a report out as a financial statement, with rows by account, columns by period, sections, subtotals and percent-of lines.
- Showing a dashboard in another appShow an Advanced Reports dashboard inside another HiScale app by its export key, with the dashboard's own permissions.
- The Comparison table widgetCompare periods side by side, with one line for each department, customer or account, change columns, subtotals and a total.
- Commentary on a widgetWrite a few sentences on any widget, with figures that follow the data, the filters and the Group by.
- Ranked tables and a chart's totalAdd a rank, a share of the total and a running share to a grouped table, lines under it for the top, the others and the total, a total under a chart, and the Plain look for a short table.
- Sections, pages and present modeHead groups of widgets with section titles, split a dashboard into pages shown as tabs, and present it one page at a time over the whole window.
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 three 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.
- Formatting numbers, currencies, percentages and datesSet how values read across the account on the Formatting tab, give one report column its own decimals, compact style, negatives and percent reading, and give one chart or tile its own number format.