Here’s some key things to remember when first beginning to work with SuiteAnalytics Workbook.
- SuiteAnalytics Workbook combines many of the capabilities of NetSuite’s search and reporting tools. But it does not replace these tools.
- SuiteAnalytics Workbook enables you to identify why a particular business event happened by summarizing, aggregating, and visualizing workbook source data.
- Analytics home page allows you to manage two primary components, data sets and workbooks.
- User roles with the SuiteAnalytics Workbook permission can view, modify, share, and delete their own workbooks.
- User roles with the analytics administrator permission can view, share, modify, and delete all workbooks in your account.
- When planning your workbooks, refer to sample documents from your legacy system or a planning template such as the provided workbook design template.