Learn Oracle NetSuite : Introduction to Data Management

Highlights

• The main objective of this course is to make aspirants understand the fundamentals of Using NetSuite Reports, Using Saved Searches, Dashboard Customization.

• This course will help you to grow your career as a Functional Consultant, Accountant Professional, Financial Professional, NetSuite Auditor, and Report Specialist.

• If you are IT professionals, ERP domain, Business Analyst, System Administrator and fresher, This Course will help you to become an Accountant Professional, NetSuite Auditor, and Functional Consultant.

  
  

• Reports

• This is the main tool to retrieve present and analyzed real-time business results. ​

• Easy to organize and segment your data.​

• It contains financial Statements, ledger aging, etc.​

• Use prebuilt and customized with report builder.​

• Print, Email, Schedule, and Export Data.​

Reports In NetSuite

• Financial Report.​

• Purchase-related report. ​

• Sales-related report.​

• Aging Report.​

• Inventory-related report.​

Financial Report

• Income Statement.​

• Balance Sheet.​

• General Ledger.​

• Trial Balance.​

Saved Search

• This is the main tool to retrieve present and analyzed real-time business results. ​

• Use it when you are looking for a precise set of data.​

• It contains a Live data set.​

• Use this on your dashboard Portlets.​

• Save, Print, Email, Schedule, and Export Data.​

Dashboard Customization​

• Dashboard Layout. ​

• Dashboard Portlets.​

• Publishing Dashboard.​

• Assigning Published Dashboards to Users​

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Dashboard Layout

• Two-column, narrow on the left. ​

• Two-column, narrow on the right.​

• Three-column, wide in the middle.​

• One-column.​

​Publishing Dashboard

• You can share your personalized dashboard with other users. ​

• The Center type is the same as whom you shared Dashboard.​

• You must have Publishing Dashboard Permission.​

• When you publish a dashboard, you define the roles of users who will see the published dashboard, and what changes users will be able to make to the published dashboard.​

Assigning Published Dashboards to Users ​

• You define the users for a published dashboard by selecting one or more roles when you first publish it. After the dashboard has been published, you can add or remove roles to change the users. ​

• All of a published dashboard's information may not be available to all of its users. Users can view only the dashboard content that their assigned roles give them permission to see.​

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