DashboardAny account
Sales overview
Net sales this year and this month, the monthly trend, top customers, sales reps and the open order backlog.
The report library
SuiteQL reports, ready to import.
Reports, dashboards and portlets written by HiScale consultants, covering sales, receivables, payables, inventory, projects and more. Fill a bundle, download one file, and import it through Advanced Reports.
- Reports
- 61
- Dashboards
- 07
- Portlets
- 07
- 01PickAdd reports and dashboards to your bundle. Dashboards bring the reports they read.
- 02DownloadOne .json file, with every shared report packed once.
- 03ImportManage, Import / Export, Import tab. Review the preview, then confirm.
75 of 75 items in the library
Sales
11PortletAny account
Sales trend portlet
Net sales by month this year against the same months last year, on a NetSuite dashboard.
ReportAny account
Open sales orders backlog
Every sales order still waiting to be fulfilled or billed, with its age and value.
ReportAny account
Sales by customer by month
Net sales per top-level customer per month for two years, with each figure linked to the lines behind it.
ReportAny account
Sales by item (12 months)
Net quantity, net sales and average selling price per item over the last twelve months.
ReportNeeds Classes
Sales by item class by month
Net sales and quantity by item class, month by month, for the last two years.
ReportAny account
Sales by sales rep by month
Net sales credited to each sales rep, month by month, for the last two years.
ReportNeeds OneWorld
Sales by subsidiary by month
Net sales per subsidiary per month, each in that subsidiary's base currency.
ReportAny account
Sales orders by month
Sales orders entered each month over the last two years, with their count, value and average.
ReportAny account
Sales transaction lines
Every invoice, cash sale and credit memo line of the last two years, the detail behind the sales summaries.
ReportAny account
Top customers by revenue (12 months)
Customers ranked by net sales over the last twelve months, with each one's share of the total.
Receivables
09DashboardAny account
Receivables overview
What customers owe, how overdue it is, how fast they pay and which invoices to chase.
PortletAny account
Overdue invoices portlet
Open invoices past their due date, most overdue first, as a collections list on a NetSuite dashboard.
ReportAny account
AR aging by customer
How much each customer owes, by days past due, with unapplied credits netted off.
ReportAny account
Customer payments by month
Cash collected from customers each month, with the number of payments and paying customers.
ReportAny account
DSO trend
Days sales outstanding for each of the last twelve months, from receivables at month end and that month's revenue.
ReportNeeds Multi-Currency
Invoices by currency by month
Invoice totals per currency per month, in the invoice currency and in base currency.
ReportAny account
Open receivables
Every open invoice and unapplied customer credit, with due date, days overdue and aging bucket.
ReportAny account
Overdue invoices
Open invoices past their due date, most overdue first, for collections.
ReportAny account
Unapplied customer credits
Credit memos and customer payments with an amount not yet applied to an invoice.
Payables
11DashboardAny account
Payables overview
What the business owes vendors, what falls due in the next 30 days, spend by vendor and expense reports waiting.
PortletAny account
Bills due portlet
Open vendor bills due within 30 days, overdue ones first, as a portlet on a NetSuite dashboard.
PortletAny account
Expense reports pending portlet
Expense reports waiting for a supervisor, for accounting, or for payment, on an approver's NetSuite dashboard.
ReportAny account
AP aging by vendor
How much is owed to each vendor, by days past due, with unapplied credits netted off.
ReportAny account
Bills due in the next 30 days
Open vendor bills due in the next 30 days or already overdue, soonest first, for planning the payment run.
ReportAny account
Expense reports awaiting approval or payment
Employee expense reports waiting for a supervisor or for accounting, or approved and not yet paid.
ReportAny account
Open payables
Every open vendor bill and unapplied vendor credit, with due date, days overdue and aging bucket.
ReportAny account
Top vendors by spend (12 months)
Vendors ranked by spend over the last twelve months, with their share and the last bill date.
ReportAny account
Vendor bill lines
Every vendor bill and vendor credit line of the last two years, the detail behind vendor spend.
ReportAny account
Vendor payments by month
Cash paid to vendors each month, with the number of payments and vendors paid.
ReportAny account
Vendor spend by month
Spend per vendor per month from bills less vendor credits, with each figure linked to the lines behind it.
Purchasing
04ReportAny account
Open purchase orders by expected date
Purchase order lines still waiting to be received, by expected receipt date, with how many days late each one is.
ReportAny account
Purchase orders by month
Purchase orders raised each month, with the number of orders and vendors and the order value.
ReportAny account
Purchase orders pending approval
Purchase orders waiting for supervisor approval, oldest first.
ReportAny account
Purchase orders vs bills received by month
The value ordered on purchase orders each month against the value billed on bills created from purchase orders.
Inventory
06DashboardNeeds Inventory, Locations
Inventory overview
Stock value by location and item type, what needs reordering, what is not moving, and quantity out by month.
ReportNeeds Inventory
Inventory movements by month
Inventory documents per month and transaction type, with the quantity going in and out.
ReportNeeds Inventory, Locations
Inventory on hand by location
On hand, committed, available and on order for every item at every location, with its value.
ReportNeeds Inventory, Locations
Inventory valuation summary
On-hand quantity and value by location and item type, from the item location records.
ReportNeeds Inventory, Locations
Items below reorder point
Items whose available quantity at a location is at or below the reorder point, with a suggested order quantity.
ReportNeeds Inventory
Slow-moving items
Items with stock on hand that have not been sold or shipped in more than 90 days.
Financials
12DashboardAny account
Financial overview
Revenue and net income this year, revenue against last year, cash by bank account and the income statement by month.
PortletAny account
Cash position portlet
The book balance of every bank account as a bar chart on a NetSuite dashboard.
PortletAny account
Journals pending approval portlet
Journal entries waiting for approval, oldest first, on a controller's NetSuite dashboard.
ReportAny account
Accounting period status
Every accounting period since 1 January two years ago, with whether it is closed and which ledgers are locked.
ReportAny account
Balance sheet summary
The balance of every balance sheet account as of today, grouped into assets, liabilities and equity.
ReportAny account
Cash position by bank account
The ledger balance of each bank account today, with money in and out over the last 30 days.
ReportNeeds Departments
Expenses by department by month
Operating expenses posted to each department, month by month, for the last two years.
ReportAny account
General ledger postings
Every posted general ledger line of the last two years, with account, document, name and memo.
ReportAny account
Income statement by month
Income and expense accounts by posting period for two years, laid out for the Statement widget with sections and net income.
ReportAny account
Journal entries pending approval
Journal entries waiting for approval, with who created them, the period and the amount.
ReportAny account
Profit and loss summary by month
Revenue, cost of sales, gross profit, operating expenses and net income per month, with margins.
ReportAny account
Trial balance
Debit and credit balances of every account today, with balance sheet accounts to date and income and expense for the fiscal year.
Projects
06DashboardNeeds Projects
Projects overview
Hours this month, active projects, the projects with the most revenue and who is logging time.
ReportNeeds Projects
Active projects
Every active project with its status, dates, recent hours and the date of the last time entry.
ReportNeeds Projects
Project hours by resource by month
Hours logged per employee per month, billable and non-billable, with the billable share.
ReportNeeds Projects
Project profitability
Revenue, direct cost, gross profit, margin and hours to date for every project with postings or time.
ReportNeeds Projects
Project transactions
Every revenue and cost posting charged to a project, the detail behind Project profitability.
ReportNeeds Projects
Time entries
Every time entry of the last two years with employee, customer or project, service item and hours.
CRM
10DashboardAny account
CRM overview
Open pipeline by stage, win rate, new customers and open support cases on one page.
PortletAny account
Pipeline by stage portlet
The weighted value of open opportunities per sales stage, on a NetSuite dashboard.
ReportAny account
Customers without recent sales
Active customers whose last sale was more than 180 days ago, with what they bought over the last two years.
ReportAny account
Leads and prospects by status
Active leads and prospects counted by stage, status and lead source, with how many were created in the last 30 days.
ReportAny account
New customers by month
Customers making their first purchase each month, and the running total of customers who have bought.
ReportAny account
Open opportunities
Every open opportunity with stage, sales rep, expected close, probability and value.
ReportAny account
Open support cases
Every support case not yet closed, with company, status, priority, owner and age.
ReportAny account
Opportunities won and lost by month
Opportunities closed each month, won against lost, with their values and the win rate.
ReportAny account
Opportunity pipeline by stage
Open opportunities by sales stage, with count, projected and weighted value, and the next expected close.
ReportAny account
Support cases by status and age
Open support cases by status and priority, split by how long they have been open.
Administration
06ReportNeeds Departments
Employee headcount by department
Active employees per department, with login access, sales reps and hires in the last twelve months.
ReportAny account
Roles in use
Every active role with how many active employees hold it, with a click through to who they are.
ReportAny account
Script deployments
Every SuiteScript deployment with its script, type, record, status, log level and owner.
ReportAny account
Workflows
Every SuiteFlow workflow with its record type, release status, trigger, owner and dates.