Challenge
Users are requesting reports instead of creating their own, because they wrestle with determining what information the report should contain.
TIP
NetSuite offers multiple types of reports. Standard reports address common use cases such as financial statements. These reports can be customized by adding additional fields; however, they cannot be customized to the extent of a Saved Search. For example, if a user in your finance team needs to add an extra column in an income statement, you as the Administrator can easily teach them how. Simply click the “Customize” button on the report and hover over the fields from the “Add Fields” pane to see which record the field is located in. This in turn tells them what the field is used for. It can also help you teach your
users how to be more self-sufficient when creating reports. Providing users the flexibility to customize reports allows them to pull the data they need based on how they want to present it. It also eliminates the need for you to constantly customize reports for users in different areas of your organization.
