SuiteAnalytics Workbooks offer powerful, real-time reporting and analytics capabilities within NetSuite. As a tester, your focus is on validating data accuracy, filtering logic, and visualisations generated by custom workbooks. This involves testing saved searches, pivot tables, charts, and data sets that feed these workbooks. You must ensure that the workbook outputs match expected business metrics and KPIs, especially when built on custom records or user-defined fields.
Key testing challenges include validating workbook behaviour for different roles (since access is permission-based) and confirming data integrity across historical periods. Testers should also verify how the workbook handles live vs. snapshot data and whether drill-down functionality exposes the correct transactional details. Regression testing is critical when changes are made to record structures or workflows that feed into analytics.