Skip to content
Roadmap

Where it goes next, in the order we build it.

Advanced Reports already runs natively in NetSuite, on SuiteQL, and follows your roles. Next comes AI-assisted authoring, in four steps. Each step needs the one before it.

Shipped
Where we are
1.9.1

New in 1.9The in-app guide is the website's help, one set of articles

Release notes
AI-assisted authoring

Four steps, in this order.

  1. Now
    Step 1

    AI in the SQL step of the wizard

    An assistant beside the query editor that writes, explains and fixes SuiteQL, with the model of your choice: NetSuite's own LLM, Claude or GPT.

    You will be able to
    Ask for a query in words, get SuiteQL you can run and read, and have an error explained and fixed where it happened.
    Needs first
    The wizard's SQL step as it is today, and a choice of model for your account.

    Why in this order. It starts where a person already writes and checks every line. Its mistakes are visible and cheap to fix, and they show us what an assistant gets wrong about NetSuite before we trust it with more.

  2. Next
    Step 2

    A new report from a plain-language request

    Describe the report you need and the assistant drafts all of it: the query, the columns and their formats, roll-ups, filters and a first layout, for you to review before saving.

    You will be able to
    Describe a report in a sentence and review a complete draft in the wizard, ready to save or adjust.
    Needs first
    Step 1 writing SuiteQL reliably, so the rest of the draft starts from a query that runs.

    Why in this order. Once the SQL is reliable, the rest of the wizard is structure the assistant can fill in, and the wizard is still where a person checks it.

  3. Next
    Step 3

    A new dashboard, and the reports under it

    Ask for a dashboard and the assistant finds the reports that already answer each part, creates the ones that are missing, and lays out the widgets and filters.

    You will be able to
    Ask for the page a role or a meeting needs and get the dashboard, its filter bar and every report beneath it.
    Needs first
    Step 2 drafting the missing reports, and a catalogue the assistant can read before it writes.

    Why in this order. A dashboard shows what its reports return, so this waits for step 2. It reuses the reports you have before it writes new ones.

  4. Later
    Step 4

    Find the report that answers a question

    Ask a question in words and be taken to the report, already filtered, that answers it, or told plainly that no report does yet.

    You will be able to
    Type "who were our top customers last quarter?" and land on the right report with the filters already set.
    Needs first
    A well-described catalogue and the instance skills below, so the assistant picks the report that is correct for your data.

    Why in this order. Search is only trustworthy once the catalogue is well described and the assistant understands your data, which is what the three steps before it build.

Have a report you wish it could write for you?

Tell us about it. The accounts running Advanced Reports shape each step, and a real report request tells us what to build first.