Finding your way around

Everything in Advanced Reports starts from the catalogue, the list of reports you are allowed to open. This page walks through the screen from left to right.

Every page uses the whole width of the window beside the sidebar, so a wider window shows more columns of a table and more of a preview. Running text, such as a help article, stops at a line length that stays easy to read.

#The sidebar

The sidebar has up to three groups.

• Reports lists All Reports, one entry for each category with a count of its reports, and Uncategorized when any report has no category. A report filed under two categories is listed, and counted, under both. All Reports is always there, even before the first report exists.
• Dashboards lists All dashboards, one entry for each dashboard category, and Uncategorized.
• Manage appears for authors and admins.

The What's new item is at the foot of the sidebar for everyone. Below it, Back to NetSuite returns you to your NetSuite home dashboard.

Click the Reports or Dashboards heading to fold that group away, and click again to open it. A folded group shows how many entries it holds. The sidebar remembers which groups you folded, so a long list of categories does not push Dashboards off the screen.

#The catalogue

All Reports shows every report you can open. Click a category in the sidebar to narrow the list to that category.

The Cards and Table control in the top bar switches between two views, and the app remembers your choice.

• Cards show the name, categories, status and row count, and how often the report was opened in the last 90 days. A card shows the first two lines of the description, and the rest on hover.
• Table shows one row for each report, with the whole description under the name. Use it to read what each report is for. Click a column heading to sort by name, categories, last run, opens, rows or status. Click again to reverse the order, and a third time to return to the list's own order.

Each report also says how much it is used: Opened 12 times, last 3 days ago, Not opened in 90 days or Never opened. Opening a report page counts, and so does a NetSuite dashboard portlet over the report.

Click a report's name to open it.

#Hide the descriptions

The Descriptions switch, beside Cards and Table, hides or shows the description of every report.

1. Click Descriptions to switch it off. In the table each report takes one line. A card loses its description lines.
2. Point at a report to read its description in a tooltip.
3. Click Descriptions again to bring them back.

The switch starts on. Your choice is kept in this browser, for you, and applies to both views and to every category. The search still looks in the descriptions while they are hidden.

#Search

The search box in the top bar works from any page. It finds reports and dashboards. It also finds portlets, scheduled emails and Help articles for the people who see those pages.

1. Click the box, or press / or Ctrl+K. The two keys do nothing while you type in a field.
2. Type part of a name. The results appear as you type, grouped by type, with the category beside each name and the part that matches marked.
3. Press the Down and Up arrows to move through the results, across the groups. Press Enter to open the marked one. Esc closes the list.

What Enter does depends on where you are:

The box keeps its place and its width while you use it. It is 192 pixels wide in a window of 1280 pixels and grows with the window, up to 288 pixels at 1440. The list of results is wider than the box and opens under it, aligned to its right edge.

#What matches

• The search is "contains": sales finds Presales pipeline. Upper case, lower case and accents make no difference, so tresorerie finds Trésorerie.
• It reads the name, the description and the category. With several words, every word must be found.
• Names come first: the names that start with your word, then the names in which a word starts with it, then the names that contain it. Matches in the description follow, then matches in the category.
• You find only what you may open. The lists searched are the ones the catalogue, the dashboards list, Portlets and Scheduled emails show you. Archived reports and dashboards are left out.

#Narrow the search to one type

The caret at the left of the box opens the list of types: All, Reports, Dashboards, and Portlets, Scheduled emails and Help when you have them. Your choice shows in the box as a small label. It is kept until you close the browser tab. Backspace in the empty box removes it.

A prefix typed in the box does the same for one search, such as rep: test for the reports that contain test.

• Any shortening works as long as it names one type alone: r:, d:, p:, e: and h: all do.
• Upper or lower case, with or without a space after the colon: rep:test and Rep: test are the same search.
• A prefix wins over the type chosen in the list. A word before a colon that names no type is searched as text.

#Below the results

• With every type searched, each group lists its six best matches. Show all 23 reports narrows the search to that type and lists up to 50.
• List the 23 reports in the catalogue is the last line of the report results, and the arrows reach it like any other. It opens the catalogue narrowed to the same words, where you can select several reports at once. The catalogue applies the words to whichever set the Show filter is showing. Empty the search box to see the whole list again.
• When the type you chose has no match and another type has, the list says so and offers Search everything.

#The Show filter

Beside Cards and Table, the Show control switches the list between three sets, each with a count:

• All: every active report.
• Not opened in 90 days: reports that nobody opened in that time. Use it to find reports you can retire.
• Archived: reports that were put away. Each has Restore.

The choice is part of the page address, so clicking a category keeps it. The Dashboards page has the same control with All and Archived. Archiving is covered in Archive, restore and housekeeping.

#The top bar

Depending on the page and your rights, the top bar holds:

• the page title and, on a report, its age and Refresh. The title is shown whole: in a narrow window the buttons beside it move onto a second line before the title is cut;
• on a dashboard, two icon buttons: Refresh dashboard (two arrows) and Present (a Play triangle). Point at an icon to read its name;
• on a report or a dashboard, the gear icon, which opens the page's other actions. See The gear menu below;
• the search box;
• Help, which opens the in-app guide;
• last in the bar, the button that creates what the page lists: New Report on the catalogue, New Dashboard on the dashboards list, New Portlet on Portlets and New scheduled email on Scheduled emails. You see it only if you may create that thing, and other pages have no such button.

#The gear menu

The gear icon on a report page and on a dashboard opens a menu with the actions you do not use every minute. Each entry says what it does under its name.

• An entry you have no right to is not in the menu.
• An entry you cannot use at the moment is greyed and says why. While you edit a report's layout, Make a Copy, Schedule an email, the two print entries and Numbers say Save or cancel your layout changes first.
• From the keyboard: Enter or the Down arrow on the gear opens the menu. The Down and Up arrows move through the entries, Home and End go to the first and the last, Enter chooses, and Esc closes the menu and returns to the gear.
• A dashboard being edited has no gear. Its bar holds the editor's own buttons.
• A dashboard shown in another app has the gear too, with Print this page and Numbers. See Showing a dashboard in another app.

#Selecting several reports

Authors see Select in the top bar of the catalogue.

1. Choose Select. Selection mode turns on.
2. Click or Ctrl+click to toggle a report, Shift+click to select a range, or use the header checkbox to select every report you may edit. The app greys out reports you cannot edit.
3. Choose an action in the bar above the list: Refresh Selected, Set Audience, Make a Copy (with one report selected), Archive or Delete.
4. Choose Done to leave selection mode.

Each card and table row also shows the report's audience, such as Public or a count of roles and employees. Authors can click it to change the audience without opening the report. Copy and Edit on a card or a row make a copy of the report or open it in the wizard.

#An empty catalogue

With no reports yet, an author sees a short explanation, a Create the first report button and a link to the guide. A viewer sees that nothing has been shared with them yet and whom to ask.

#Version badge and What's new

The What's new item shows the running version, for example v1.16.0. The badge stays highlighted until you open What's new on that version. The page lists the five most recent releases with the running version expanded, so you can see what changed without leaving NetSuite. The full history is on the release notes page of the HiScale website.

#If something looks wrong

Related: What Advanced Reports is · Reading a report · Archive, restore and housekeeping · Building a dashboard