Oracle NetSuite Business Intelligence
Oracle NetSuite confirms 12 of the 38 business intelligence capabilities we track, with a further 14 partially covered. Its deepest coverage is in Self-Service Analytics; it is thinnest on Industry-Specific Reporting.
Business Intelligence is a core strength for Oracle NetSuite — a primary capability included in standard deployments. The product is best suited to fast-growing mid-market companies wanting unified cloud erp.
- 12of 38
- Capabilities confirmed
- 218
- Documented features
- Self-Service Analytics
- Strongest area
- Industry-Specific Reporting
- Thinnest area
How Oracle NetSuite scores against the 38 business intelligence capabilities we track across every ERP in our catalogue.
- Self-Service Analytics4 of 7
- Advanced Analytics4 of 7
- Financial Reporting3 of 7
- Distribution & Access1 of 7
- Industry-Specific Reporting0 of 10
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Oracle NetSuite lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
The business intelligence scope Oracle NetSuite ships, grouped as the product itself organises it.
Dashboards7
Covers building and sharing NetSuite dashboards, including key performance indicators, KPI scorecards, report snapshots, and workbook-based portlets.
- Dashboards OverviewIntroduces NetSuite dashboards, the customizable home-page view for portlets, KPIs, and reports.
- Key Performance IndicatorsCovers configuring KPI portlets that show real-time metrics, like sales or expenses, on a dashboard.
- KPI ScorecardsCovers KPI scorecards, which compare current performance against goals or prior periods on a dashboard.
- Report SnapshotsCovers report snapshot portlets, which display a chart or table view of a saved report on a dashboard.
- WorkbooksExplains how to add SuiteAnalytics workbook results as a portlet on a dashboard.
- Dashboards OverviewIntroduces NetSuite dashboards, the customizable home-page view for portlets, KPIs, and reports.
- Key Performance IndicatorsCovers configuring KPI portlets that show real-time metrics, like sales or expenses, on a dashboard.
- KPI ScorecardsCovers KPI scorecards, which compare current performance against goals or prior periods on a dashboard.
- Report SnapshotsCovers report snapshot portlets, which display a chart or table view of a saved report on a dashboard.
- WorkbooksExplains how to add SuiteAnalytics workbook results as a portlet on a dashboard.
- Publishing DashboardsCovers publishing a configured dashboard so other users or roles can view it.
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Build my requirements →Workbook8
Covers SuiteAnalytics Workbook, the tool for building custom datasets and workbooks, applying templates, and turning results into dashboard portlets.
- SuiteAnalytics Workbook OverviewIntroduces SuiteAnalytics Workbook, the tool for building custom datasets and analytical views.
- Analytics Data Source OverviewExplains the data sources available for building datasets and workbooks in SuiteAnalytics.
- Custom Workbooks and DatasetsCovers building custom datasets and workbooks tailored to specific reporting needs.
- Workbook and Dataset TemplatesCovers using and adapting the prebuilt workbook and dataset templates NetSuite provides.
- Workbook-based PortletsExplains how to turn a SuiteAnalytics workbook result into a dashboard portlet.
- SuiteAnalytics Workbook OverviewIntroduces SuiteAnalytics Workbook, the tool for building custom datasets and analytical views.
- Analytics Data Source OverviewExplains the data sources available for building datasets and workbooks in SuiteAnalytics.
- Custom Workbooks and DatasetsCovers building custom datasets and workbooks tailored to specific reporting needs.
- Workbook and Dataset TemplatesCovers using and adapting the prebuilt workbook and dataset templates NetSuite provides.
- Workbook-based PortletsExplains how to turn a SuiteAnalytics workbook result into a dashboard portlet.
- SuiteAnalytics Workbook TutorialWalks new users step by step through building their first SuiteAnalytics workbook.
- Navigating SuiteAnalytics WorkbookCovers the SuiteAnalytics Workbook interface and how to move between its datasets, pivots, and charts.
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Build my requirements →Non-Profit Financial Metrics4
Tracks nonprofit performance through key performance indicators, scorecards, and point-in-time report snapshots.
- Social Impact KPIsDefines the key performance indicators nonprofits use to measure fundraising and program impact.
- Social Impact KPI ScorecardsDisplays KPI results in a scorecard format for quick performance review.
- Social Impact Report SnapshotsCaptures a point-in-time snapshot of nonprofit financial reports for later comparison.
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Build my requirements →Search8
Covers NetSuite's search tools, from global and quick searches to advanced saved searches with custom formulas and bulk mass-update actions.
- Search OverviewIntroduces NetSuite's search tools for finding and filtering records.
- Global SearchCovers the global search bar used to quickly locate records by keyword from anywhere in NetSuite.
- Quick SearchesCovers quick searches, the simplified search forms available for common record types.
- Simple and Advanced SearchesCovers building simple and advanced saved searches with custom filters and criteria.
- Saved SearchesCovers creating, editing, and reusing saved searches across NetSuite records.
- Search OverviewIntroduces NetSuite's search tools for finding and filtering records.
- Global SearchCovers the global search bar used to quickly locate records by keyword from anywhere in NetSuite.
- Quick SearchesCovers quick searches, the simplified search forms available for common record types.
- Simple and Advanced SearchesCovers building simple and advanced saved searches with custom filters and criteria.
- Saved SearchesCovers creating, editing, and reusing saved searches across NetSuite records.
- Formulas in SearchesCovers adding custom formula fields and filters to a saved search.
- Mass UpdatesCovers using a saved search to apply bulk changes to many records at once.
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Build my requirements →Reports5
Covers NetSuite's standard reporting tools, including working with report results, customizing report layouts, and managing saved reports.
- Reporting OverviewIntroduces NetSuite's standard financial and operational reports.
- Working with Report ResultsCovers viewing, sorting, and drilling into the results of a NetSuite report.
- Report CustomizationCovers customizing a standard report's columns, filters, and layout.
- Managing ReportsCovers saving, scheduling, and organizing reports for reuse.
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Build my requirements →Connect9
Covers SuiteAnalytics Connect, which lets external BI tools query NetSuite data through ODBC, JDBC, and ADO.NET drivers.
- SuiteAnalytics ConnectIntroduces SuiteAnalytics Connect, which exposes NetSuite data to external reporting and BI tools.
- Connect DriversLists the ODBC, JDBC, and ADO.NET drivers available for connecting external tools to NetSuite data.
- Accessing the Connect Service Using an ODBC DriverCovers connecting to NetSuite data from an ODBC-compatible application.
- Accessing the Connect Service Using a JDBC DriverCovers connecting to NetSuite data from a Java application using the JDBC driver.
- Accessing the Connect Service Using an ADO.NET Data ProviderCovers connecting to NetSuite data from .NET applications using the ADO.NET data provider.
- SuiteAnalytics ConnectIntroduces SuiteAnalytics Connect, which exposes NetSuite data to external reporting and BI tools.
- Connect DriversLists the ODBC, JDBC, and ADO.NET drivers available for connecting external tools to NetSuite data.
- Accessing the Connect Service Using an ODBC DriverCovers connecting to NetSuite data from an ODBC-compatible application.
- Accessing the Connect Service Using a JDBC DriverCovers connecting to NetSuite data from a Java application using the JDBC driver.
- Accessing the Connect Service Using an ADO.NET Data ProviderCovers connecting to NetSuite data from .NET applications using the ADO.NET data provider.
- Connect Service ConsiderationsLists technical limits and considerations to plan for before querying NetSuite through Connect.
- Connect Data SourceCovers the data source structure that SuiteAnalytics Connect exposes for external queries.
- Connect Service NotificationsCovers the notifications NetSuite sends about Connect service status and maintenance.
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Build my requirements →SaaS Metric Reporting23
SaaS Metric Reporting tracks subscription-based revenue metrics like recurring revenue, churn, and customer cohorts by analyzing billing schedules and transaction history.
- SaaS Metric Reporting OverviewIntroduces the SaaS Metric Reporting feature and the subscription metrics it calculates.
- SaaS Metric Reporting Setup TasksLists the setup steps needed to start using SaaS Metric Reporting.
- Creating Items for SaaS Metric ReportingConfigures items so their sales feed correctly into SaaS metric calculations.
- Impact Subcategory Record for SaaS Metric ReportingDefines subcategories used to classify changes in subscription value.
- SaaS Metric TrackingTracks how subscription metrics change over time as contracts are created, renewed, or canceled.
- SaaS Metric Reporting OverviewIntroduces the SaaS Metric Reporting feature and the subscription metrics it calculates.
- SaaS Metric Reporting Setup TasksLists the setup steps needed to start using SaaS Metric Reporting.
- Creating Items for SaaS Metric ReportingConfigures items so their sales feed correctly into SaaS metric calculations.
- Impact Subcategory Record for SaaS Metric ReportingDefines subcategories used to classify changes in subscription value.
- SaaS Metric TrackingTracks how subscription metrics change over time as contracts are created, renewed, or canceled.
- Analytical Impact Record for SaaS Metric ReportingRecords the financial impact of a specific transaction on SaaS metrics.
- Adjusting Analytical Impact ValuesLets users manually correct values on an analytical impact record.
- Deleting Analytical Impact or SaaS Metric RecordsRemoves analytical impact or SaaS metric records that were created in error.
- Statuses Preventing Analytical Impact CreationLists transaction statuses that block the creation of analytical impact records.
- Acquisition Date for Customer Cohort in SaaS Metric ReportingDetermines the acquisition date used to group customers into cohorts for reporting.
- Custom Terms and Partial Month CalculationsHandles proration for custom billing terms and partial-month subscription periods.
- SaaS Metric Record for SaaS Metric ReportingStores the calculated subscription metrics generated for a given period.
- Finding SaaS Metric RecordsSearches for existing SaaS metric records by customer, period, or item.
- Renaming SaaS Metric RecordsRenames existing SaaS metric records for clarity.
- Creating Datasets for SaaS Metric ReportingBuilds datasets that pull SaaS metric data into reports and dashboards.
- Updating Transactions and SaaS Metric ReportingRecalculates SaaS metrics automatically when a related transaction is updated.
- Stand-alone Transactions in SaaS Metric ReportingHandles transactions not tied to a billing schedule within SaaS metric calculations.
- Billing Schedules in SaaS Metric ReportingUses billing schedule data to calculate recurring revenue metrics.
- Contract Renewals in SaaS Metric ReportingReflects contract renewals in ongoing SaaS metric calculations.
- Subscription Billing in SaaS Metric ReportingTies subscription billing activity into SaaS metric calculations.
- Historical Imports in SaaS Metric ReportingImports historical transaction data so SaaS metrics reflect prior periods.
- Subscription MetricsDefines the specific subscription metrics, such as MRR and churn, that are calculated.
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Build my requirements →NetSuite Analytics Warehouse8
Covers NetSuite Analytics Warehouse, a cloud data warehouse for combining and analyzing data across NetSuite accounts, including setup, single sign-on, and dashboard integration.
- What's New in NetSuite Analytics WarehouseSummarizes recent updates and new capabilities added to NetSuite Analytics Warehouse.
- NetSuite Analytics Warehouse OverviewIntroduces NetSuite Analytics Warehouse, a cloud data warehouse for cross-account reporting and analysis.
- Setting Up NetSuite Analytics WarehouseCovers the setup steps required to provision NetSuite Analytics Warehouse for an account.
- NetSuite Analytics Warehouse BasicsCovers the core concepts and navigation of NetSuite Analytics Warehouse.
- Using Single Sign-On with NetSuite Analytics WarehouseCovers configuring single sign-on so users can access NetSuite Analytics Warehouse with their existing credentials.
- What's New in NetSuite Analytics WarehouseSummarizes recent updates and new capabilities added to NetSuite Analytics Warehouse.
- NetSuite Analytics Warehouse OverviewIntroduces NetSuite Analytics Warehouse, a cloud data warehouse for cross-account reporting and analysis.
- Setting Up NetSuite Analytics WarehouseCovers the setup steps required to provision NetSuite Analytics Warehouse for an account.
- NetSuite Analytics Warehouse BasicsCovers the core concepts and navigation of NetSuite Analytics Warehouse.
- Using Single Sign-On with NetSuite Analytics WarehouseCovers configuring single sign-on so users can access NetSuite Analytics Warehouse with their existing credentials.
- Adding NetSuite Analytics Warehouse Workbooks to a DashboardCovers adding a NetSuite Analytics Warehouse workbook as a portlet on a NetSuite dashboard.
- Merging Your NetSuite Accounts Data Into Your NetSuite Analytics Warehouse InstanceCovers combining data from multiple NetSuite accounts into a single Analytics Warehouse instance for unified reporting.
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Build my requirements →Upsell Manager7
Analyzes customer purchase histories to identify items frequently bought together, surfacing upsell opportunities on customer records and sales transactions. Results can feed marketing target lists, sales tasks, or opportunity records for reps to act on.
- Using the Upsell Manager WizardRuns a guided wizard to generate upsell item and customer suggestions from purchase history.
- Upselling From Customer RecordsShows suggested upsell items directly on a customer's record for the sales team to review.
- Upselling on TransactionsDisplays correlated upsell items while entering a sales transaction so reps can add them.
- Upsell PreferencesControls how many suggested items appear in upsell lists and popups.
- Limits on Upsell Manager DataDescribes the data volume and history constraints that apply to upsell calculations.
- Using the Upsell Manager WizardRuns a guided wizard to generate upsell item and customer suggestions from purchase history.
- Upselling From Customer RecordsShows suggested upsell items directly on a customer's record for the sales team to review.
- Upselling on TransactionsDisplays correlated upsell items while entering a sales transaction so reps can add them.
- Upsell PreferencesControls how many suggested items appear in upsell lists and popups.
- Limits on Upsell Manager DataDescribes the data volume and history constraints that apply to upsell calculations.
- Product Affinity Analysis in SearchSurfaces items commonly purchased together within saved search results.
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Build my requirements →Country-Specific Reports11
A legacy reporting SuiteApp, no longer enhanced but still supported, that builds custom country-specific financial reports from templates with configurable subtotals, indentation, account lists, and comparative columns.
- Country-Specific Reports OverviewIntroduces the Country-Specific Reports SuiteApp and its legacy support status.
- Roles and Permissions in Country-Specific ReportsDefines the roles and permissions needed to use Country-Specific Reports.
- Creating Reports with the Country-Specific Reports SuiteAppBuilds a new country-specific financial report using the SuiteApp's template tools.
- Creating a Template for the Country-Specific Reports SuiteAppCreates a reusable template that defines a country-specific report's layout.
- Adding NetSuite Data to the Template FilePulls NetSuite account and transaction data into a report template file.
- Country-Specific Reports OverviewIntroduces the Country-Specific Reports SuiteApp and its legacy support status.
- Roles and Permissions in Country-Specific ReportsDefines the roles and permissions needed to use Country-Specific Reports.
- Creating Reports with the Country-Specific Reports SuiteAppBuilds a new country-specific financial report using the SuiteApp's template tools.
- Creating a Template for the Country-Specific Reports SuiteAppCreates a reusable template that defines a country-specific report's layout.
- Adding NetSuite Data to the Template FilePulls NetSuite account and transaction data into a report template file.
- Adding and Editing Report ElementsAdds or edits individual elements, such as rows and columns, within a report template.
- Displaying Parent-Child Hierarchy of Accounts in Country-Specific ReportsDisplays accounts in a parent-child hierarchy within a country-specific report.
- Viewing Country-Specific ReportsLets users view completed country-specific reports within NetSuite.
- Working with ReportsCovers general tasks for running and managing country-specific reports.
- Exporting Country-Specific ReportsExports a finished country-specific report to a file for external use.
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Build my requirements →Intelligent Recommendations6
Uses AI to calculate items a customer is likely to want, based on similar past purchases, related buying patterns, and comparable item attributes. Sales reps can pull the suggested items directly into a sales order, estimate, or open opportunity, and the same engine can show suggestions to shoppers on a SuiteCommerce storefront.
- Account Requirements for Intelligent Item RecommendationsLists the account setup and prerequisites needed before intelligent item recommendations can be used.
- Recommendation Scenarios and BlocklistsDefines the scenarios that trigger recommendations and lets administrators exclude specific items from suggestions.
- Add Recommended Items to Sales Orders, Estimates, and OpportunitiesAdds AI-suggested items directly onto a sales order, estimate, or opportunity record.
- Intelligent Item Recommendations: CRM Conversion AnalyticsReports how often AI-generated item recommendations convert into actual sales.
- Manage Intelligent Item Recommendations PreferencesConfigures settings controlling how and where intelligent item recommendations are generated and displayed.
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Build my requirements →Financial Statements5
Covers the standard and custom financial statements NetSuite can generate, from prebuilt reports to a report builder for multi-subsidiary OneWorld accounts.
- Financial Statements OverviewIntroduces the financial statements NetSuite can produce from ledger data.
- Available Financial StatementsLists the standard financial statements included out of the box, such as the balance sheet and income statement.
- Financial Report BuilderLets finance teams design and customize their own financial statement layouts.
- OneWorld Financial StatementsConsolidates financial statements across multiple subsidiaries in a OneWorld account.
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Build my requirements →Order Management Reports9
A set of reports covering sales orders, returns, invoicing, shipping, and inventory traceability across the order management cycle.
- Sales Order ReportsSummarizes sales order activity and status across customers and periods.
- Return Authorization ReportsSummarizes return authorizations issued to customers.
- Open Invoices ReportLists customer invoices that remain unpaid.
- Shipping ReportSummarizes shipment activity and status for customer orders.
- Transaction Detail ReportShows detailed line-item information for individual transactions.
- Sales Order ReportsSummarizes sales order activity and status across customers and periods.
- Return Authorization ReportsSummarizes return authorizations issued to customers.
- Open Invoices ReportLists customer invoices that remain unpaid.
- Shipping ReportSummarizes shipment activity and status for customer orders.
- Transaction Detail ReportShows detailed line-item information for individual transactions.
- Lot and Serial Number TraceTraces inventory by lot or serial number across transactions.
- Estimating Gross ProfitEstimates gross profit on sales based on cost and revenue data.
- Same-Store Sales ReportCompares sales performance across locations open during the same period.
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Build my requirements →Order Management Workbooks4
Provides analytics workbooks for exploring invoiced sales, ordered sales, and monthly recurring revenue trends.
- Sales (Invoiced) WorkbookAnalyzes sales data based on what has been invoiced to customers.
- Sales (Ordered) WorkbookAnalyzes sales data based on what has been ordered by customers.
- Monthly Recurring Revenue WorkbookTracks monthly recurring revenue trends over time.
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Build my requirements →Statistical Accounting8
Statistical Accounting tracks non-financial, unit-based measures such as headcount or square footage alongside financial accounts, and lets these statistical accounts drive allocations and reports.
- Statistical Accounting OverviewIntroduces how NetSuite tracks non-monetary, unit-based statistical accounts.
- Using Statistical AccountsCreates and maintains accounts that track quantities instead of currency amounts.
- Working with Statistical Journal EntriesRecords manual entries against statistical accounts to update their balances.
- Auto-Generating Statistical Journal EntriesAutomatically creates statistical journal entries based on defined triggers or schedules.
- Working with Allocation Schedules Weighted by the Balance of a Statistical AccountDistributes costs or revenue across accounts in proportion to a statistical account's balance.
- Statistical Accounting OverviewIntroduces how NetSuite tracks non-monetary, unit-based statistical accounts.
- Using Statistical AccountsCreates and maintains accounts that track quantities instead of currency amounts.
- Working with Statistical Journal EntriesRecords manual entries against statistical accounts to update their balances.
- Auto-Generating Statistical Journal EntriesAutomatically creates statistical journal entries based on defined triggers or schedules.
- Working with Allocation Schedules Weighted by the Balance of a Statistical AccountDistributes costs or revenue across accounts in proportion to a statistical account's balance.
- Monitoring the Balance of a Statistical AccountTracks changes to a statistical account's balance over time.
- Running Financial Reports and Income StatementsIncludes statistical account data when generating financial reports and income statements.
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Build my requirements →Grant Management SuiteApp8
Gives grant-funded organizations a centralized platform for tracking grants, complete with a KPI dashboard, financial reporting on expenses and net assets, and customizable segments and records; not compatible with accounts already running NFP Financials.
- Roles in Grant Management SuiteAppDefines the roles available within the Grant Management SuiteApp.
- Grant Management PreferencesCovers configuration preferences for the Grant Management SuiteApp.
- Custom Segments and Custom Records for Grant ManagementLets organizations tailor grant tracking with custom segments and custom records.
- Grant Management DashboardDisplays key performance indicators and grant data on a central dashboard.
- Grant Pre-Award PhaseTracks a grant from application through award decision.
- Roles in Grant Management SuiteAppDefines the roles available within the Grant Management SuiteApp.
- Grant Management PreferencesCovers configuration preferences for the Grant Management SuiteApp.
- Custom Segments and Custom Records for Grant ManagementLets organizations tailor grant tracking with custom segments and custom records.
- Grant Management DashboardDisplays key performance indicators and grant data on a central dashboard.
- Grant Pre-Award PhaseTracks a grant from application through award decision.
- Grant Post-Award PhaseTracks a grant's spending, compliance, and reporting after it's been awarded.
- Grant WorkbooksProvides prebuilt workbooks for analyzing grant financial data.
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Build my requirements →Marketing Reports17
Provides a set of standard reports covering campaign ROI, response rates, click-throughs, and lead sources, including sales and leads generated by paid keywords.
- Campaign ROI Analysis Summary ReportSummarizes the return on investment generated by each marketing campaign.
- Campaign ROI Analysis Detail ReportBreaks down campaign return-on-investment figures at the transaction level.
- Campaign Response Summary ReportTotals recipient response counts for each campaign.
- Campaign Response Detail ReportLists individual recipient responses recorded against a campaign.
- Campaign Clickthrough Summary ReportTotals link clicks recorded across a campaign's email sends.
- Campaign ROI Analysis Summary ReportSummarizes the return on investment generated by each marketing campaign.
- Campaign ROI Analysis Detail ReportBreaks down campaign return-on-investment figures at the transaction level.
- Campaign Response Summary ReportTotals recipient response counts for each campaign.
- Campaign Response Detail ReportLists individual recipient responses recorded against a campaign.
- Campaign Clickthrough Summary ReportTotals link clicks recorded across a campaign's email sends.
- Campaign Clickthrough Detail ReportItemizes individual recipient clicks recorded within a campaign's email sends.
- Lead Source Analysis Summary ReportSummarizes lead counts grouped by their originating source.
- Lead Source Analysis Detail ReportLists individual leads alongside their originating source.
- Gross Lead Source Analysis Summary ReportSummarizes total lead counts by source before deduplication.
- Gross Lead Source Analysis Detail ReportLists individual gross lead records by source, before deduplication.
- Sales by Lead Source Summary ReportTotals sales revenue attributed to each lead source.
- Sales by Lead Source Detail ReportLists individual sales transactions attributed to a lead source.
- Leads by Paid Keyword Summary ReportSummarizes how many leads each paid search keyword generated.
- Leads by Paid Keyword Detail ReportLists individual leads attributed to a specific paid search keyword.
- Sales by Paid Keyword Summary ReportTotals sales revenue attributed to paid search keywords.
- Sales by Paid Keyword Detail ReportLists individual sales transactions attributed to a paid search keyword.
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Build my requirements →Sales Forecasting14
Gives sales reps and managers a configurable tool for predicting revenue, using tiered probability weighting and dashboard KPIs like total pipeline and new opportunities. Reps can override system-calculated figures with their own judgment through the forecast editor.
- Setting Up Sales ForecastingConfigures the calculation method and probability tiers used to generate sales forecasts.
- A Sales Person's Guide to ForecastingExplains how individual sales reps use the forecasting tool day to day.
- Forecasting Best PracticesOffers recommendations for keeping sales forecasts accurate and up to date.
- Forecasting PreferencesSets account-level options that control how forecast figures are calculated and displayed.
- Advanced ForecastingApplies more granular forecast calculation options for complex sales organizations.
- Setting Up Sales ForecastingConfigures the calculation method and probability tiers used to generate sales forecasts.
- A Sales Person's Guide to ForecastingExplains how individual sales reps use the forecasting tool day to day.
- Forecasting Best PracticesOffers recommendations for keeping sales forecasts accurate and up to date.
- Forecasting PreferencesSets account-level options that control how forecast figures are calculated and displayed.
- Advanced ForecastingApplies more granular forecast calculation options for complex sales organizations.
- Estimates in the Forecast and PipelineIncludes open estimate records in forecast and pipeline totals.
- Opportunities in the Forecast and PipelineIncludes open opportunity records in forecast and pipeline totals.
- Opportunities and Team SellingReflects team-selling contribution percentages when opportunities feed into the forecast.
- Saving Sales Manager ForecastsRecords a manager's forecast figures at a point in time for later comparison.
- Saving Sales Rep ForecastsRecords an individual rep's forecast figures at a point in time for later comparison.
- Alternate Sales AmountsLets a forecast use a different amount than the one shown on the underlying transaction.
- Historical MetricsTracks past forecast and pipeline figures for trend comparison over time.
- Forecast ReportsProvides standard reports comparing forecasted figures against quotas and actual results.
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Build my requirements →SAF-T Reporting Framework7
Generates Standard Audit File for Tax (SAF-T) reports, letting users choose the accounting context for a given country and label general ledger accounts with the numbers and names the export requires.
- SAF-T Reporting Framework OverviewIntroduces the SAF-T Reporting Framework and what it's used for.
- Supported Languages in SAF-T Reporting Framework SuiteAppLists the languages supported by the SAF-T Reporting Framework SuiteApp.
- Known Limitations of the SAF-T Reporting Framework SuiteAppLists known limitations of the SAF-T Reporting Framework SuiteApp.
- Prerequisites for Installing the SAF-T Reporting Framework SuiteAppLists the prerequisites required before installing the SAF-T Reporting Framework SuiteApp.
- Required Setup for Using the SAF-T Reporting Framework SuiteAppCovers the required setup steps for using the SAF-T Reporting Framework.
- SAF-T Reporting Framework OverviewIntroduces the SAF-T Reporting Framework and what it's used for.
- Supported Languages in SAF-T Reporting Framework SuiteAppLists the languages supported by the SAF-T Reporting Framework SuiteApp.
- Known Limitations of the SAF-T Reporting Framework SuiteAppLists known limitations of the SAF-T Reporting Framework SuiteApp.
- Prerequisites for Installing the SAF-T Reporting Framework SuiteAppLists the prerequisites required before installing the SAF-T Reporting Framework SuiteApp.
- Required Setup for Using the SAF-T Reporting Framework SuiteAppCovers the required setup steps for using the SAF-T Reporting Framework.
- Generating the SAF-T Version 2.0 ReportsGenerates a SAF-T version 2.0 report for tax audit submission.
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Build my requirements →Analytics and Reporting4
Workforce analytics for measuring headcount, hiring, and turnover trends, delivered through prebuilt employee reports, workbooks, and HR dashboard components.
- Workforce AnalyticsMeasures headcount, hiring activity, and turnover patterns to inform workforce decisions.
- Employee Reports and WorkbooksDelivers prebuilt reports and analytics workbooks covering employee data across the organization.
- HR Dashboard ComponentsSurfaces key HR metrics as dashboard elements for at-a-glance workforce monitoring.
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Build my requirements →Sales Reports31
Provides a large set of standard reports covering sales pipeline, activity, and orders broken out by sales rep, customer, and territory, in both summary and detail formats.
- Pipeline by Sales Rep Summary ReportSummarizes open pipeline value grouped by sales rep.
- Pipeline by Sales Rep Detail ReportLists individual pipeline transactions grouped by sales rep.
- Alt. Sales Pipeline by Sales Rep Summary ReportRecalculates pipeline value by sales rep using an alternate method.
- Alt. Sales Pipeline by Sales Rep Detail ReportLists individual pipeline transactions by rep, using an alternate calculation method.
- Pipeline by Status Summary ReportSummarizes pipeline value grouped by opportunity status.
- Pipeline by Sales Rep Summary ReportSummarizes open pipeline value grouped by sales rep.
- Pipeline by Sales Rep Detail ReportLists individual pipeline transactions grouped by sales rep.
- Alt. Sales Pipeline by Sales Rep Summary ReportRecalculates pipeline value by sales rep using an alternate method.
- Alt. Sales Pipeline by Sales Rep Detail ReportLists individual pipeline transactions by rep, using an alternate calculation method.
- Pipeline by Status Summary ReportSummarizes pipeline value grouped by opportunity status.
- Total Pipeline by Statuses Summary ReportTotals pipeline value across every opportunity status.
- Sales Activity by Sales Rep Summary ReportSummarizes logged sales activity grouped by rep.
- Sales Activity by Sales Rep Detail ReportLists individual logged sales activity entries by rep.
- Customers by Sales Rep Summary ReportSummarizes customer counts grouped by assigned rep.
- Customer by Sales Rep Detail ReportLists individual customer records grouped by assigned rep.
- Customers by Territory Summary ReportSummarizes customer counts grouped by sales territory.
- Customers by Territory Detail ReportLists individual customer records grouped by sales territory.
- Pipeline by Customer Summary ReportSummarizes open pipeline value grouped by customer.
- Pipeline by Customer Detail ReportLists individual pipeline transactions grouped by customer.
- Sales Activity by Customer Summary ReportSummarizes logged sales activity grouped by customer.
- Sales Activity by Customer Detail ReportLists individual logged sales activity entries by customer.
- Total Pipeline by Customer Summary ReportTotals combined pipeline value across every opportunity for each customer.
- Total Pipeline by Customer Detail ReportLists the individual pipeline transactions contributing to each customer's total.
- Total Pipeline by Sales Rep Summary ReportTotals combined pipeline value across every opportunity for each rep.
- Total Pipeline by Sales Rep Detail ReportLists the individual pipeline transactions contributing to each rep's total.
- Alt. Sales Total Pipeline by Sales Rep Summary ReportRecalculates total pipeline value by rep using an alternate method.
- Alt. Sales Total Pipeline by Sales Rep Detail ReportLists individual pipeline transactions by rep, using an alternate method for totals.
- New Customer Sales Orders Summary ReportSummarizes sales orders placed by newly acquired customers.
- New Customer Sales Orders Detail ReportLists individual sales orders placed by newly acquired customers.
- Sales Orders by Customer Summary ReportSummarizes sales order totals grouped by customer.
- Sales Orders by Customer Detail ReportLists individual sales orders grouped by customer.
- Sales Orders by Historical Team Summary ReportSummarizes sales order totals grouped by the historical selling team.
- Sales Orders by Historical Team Detail ReportLists individual sales orders grouped by the historical selling team.
- Sales Orders by Historical Team (Transaction Date) Summary ReportSummarizes sales order totals by historical team, based on transaction date.
- Sales Orders by Historical Team (Transaction Date) Detail ReportLists individual sales orders by historical team, based on transaction date.
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Build my requirements →Partner Reports7
Provides standard reports on partner activity, sales, and the customers each partner has brought in, in both summary and detail formats.
- Partner Activity Summary ReportSummarizes activity logged against each partner.
- Partner Activity Detail ReportLists individual activity entries logged against each partner.
- Sales by Partner Summary ReportSummarizes sales revenue attributed to each partner.
- Sales by Partner Detail ReportLists individual sales transactions attributed to each partner.
- Customers by Partner Summary ReportSummarizes customer counts attributed to each partner.
- Partner Activity Summary ReportSummarizes activity logged against each partner.
- Partner Activity Detail ReportLists individual activity entries logged against each partner.
- Sales by Partner Summary ReportSummarizes sales revenue attributed to each partner.
- Sales by Partner Detail ReportLists individual sales transactions attributed to each partner.
- Customers by Partner Summary ReportSummarizes customer counts attributed to each partner.
- Customers by Partner Detail ReportLists individual customer records attributed to each partner.
Will Oracle NetSuite meet your partner reports needs? Build your requirements and perform a full analysis.
Build my requirements →Other capabilities8
- NetSuite EPM Connector Installation and SetupWalks through installing, configuring, and enabling the NetSuite EPM Connector SuiteApp.
- Benchmark 360Compares a company's financial ratios and metrics against anonymized industry benchmarks in one dashboard.
- Close Management and Consolidation Sync Installation and SetupCovers installing and configuring the Close Management and Consolidation Sync SuiteApp.
Will Oracle NetSuite meet your other capabilities needs? Build your requirements and perform a full analysis.
Build my requirements →The Oracle NetSuite Evaluation Kit
An independent assessment of Oracle NetSuite — strengths, gaps and real pricing — plus a requirements template you can score its business intelligence against alongside every other system on your shortlist.
Oracle NetSuite Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Oracle NetSuite independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 38 business intelligence capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Oracle NetSuite Evaluation Kit
Oracle NetSuite add-ons & integrations
Extend Oracle NetSuite with best-of-breed software that integrates with it:
Business Intelligence coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area | ![]() | ![]() | ![]() |
|---|---|---|---|
| Self-Service Analytics | 4+2/7 | 4+2/7 | 0+4/7 |
| Advanced Analytics | 4+2/7 | 3+3/7 | — |
| Financial Reporting | 3+3/7 | 5+1/7 | 2+3/7 |
| Distribution & Access | 1+3/7 | — | 0+1/7 |
| Industry-Specific Reporting | 0+4/10 | — | — |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Business Intelligence — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
![]() | ★★★ strong | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months | |
![]() | ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
![]() | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
![]() | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
![]() | ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
![]() | ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
![]() | ★★★ strong | Large enterprises wanting industry-specific cloud ERP | Custom | 9–18 months | |
![]() | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months |
Evaluating business intelligence on Oracle NetSuite
What to put in front of the vendor before you commit.
- 1Self-service report building (no IT dependency)
- 2Real-time vs batch reporting
- 3Integration with Power BI, Tableau, or Looker
- 4Embedded AI and predictive analytics
- 5Mobile dashboard access
Oracle NetSuite starts at $99/user/mo with a typical total cost of $100K–$500K and a 4–9 months implementation.
Full Oracle NetSuite pricing breakdown →Oracle NetSuite implementation partners
Firms with proven Oracle NetSuite delivery experience — start here rather than an open RFP.
Oracle NetSuite Business Intelligence FAQ
How do you create a report in NetSuite?
Reports in NetSuite are built through the built-in report writer, accessed from the Reports menu, where you select a report type, add filters and columns, and save the layout for reuse. For more flexible, ad-hoc analysis, many users instead build a saved search or a SuiteAnalytics Workbook, which offer more filtering and grouping options than the standard report writer without needing a developer.
How do you run a 1099 report in NetSuite?
NetSuite generates 1099 reports through its built-in vendor tax reporting, which pulls vendor payment data flagged as 1099-eligible throughout the year and produces the required forms for filing. Accuracy depends on vendors being correctly tagged as 1099 recipients and payment categories being mapped properly when transactions are entered, so a year-end review of vendor records is standard practice before running it.
What is the best reporting tool for NetSuite?
There's no single best tool — it depends on your team's technical skill and reporting complexity. NetSuite's native saved searches and SuiteAnalytics Workbook handle most operational reporting without extra cost. Teams needing cross-system analysis or advanced visualization often add a general-purpose BI tool or a NetSuite-specific analytics partner connected via NetSuite's ODBC or REST APIs.
What are good alternatives to NetSuite's native reporting?
Common alternatives include connecting NetSuite to a general BI platform via ODBC/API for richer visualization, or using purpose-built NetSuite analytics partners for finance-specific dashboards. These typically sit on top of NetSuite rather than replacing it, since NetSuite remains the system of record — the alternative tool just presents the data more flexibly than the native report writer or saved searches.
How do you do multi-entity reporting across NetSuite instances?
Multi-entity reporting within a single NetSuite account (OneWorld) is handled natively through consolidated financial statements and subsidiary-level saved searches. Reporting across genuinely separate NetSuite instances — different accounts entirely — requires a third-party consolidation tool or data warehouse, since NetSuite doesn't natively merge data across distinct account instances the way it does across subsidiaries in one OneWorld account.
Can NetSuite reports be visualized?
Yes — NetSuite reports and saved searches can include basic charts and graphs natively, and SuiteAnalytics Workbook adds more visualization options like pivot tables and charts within the platform. For richer dashboards, most companies connect NetSuite to an external BI tool via API, since native visualization is functional but not as polished as dedicated analytics platforms.
What's the difference between NetSuite saved searches and reports?
Saved searches are flexible, real-time queries built by users to filter and display live NetSuite data, often used for operational monitoring and as the basis for dashboards or workflows. Reports use NetSuite's separate report writer, are more formatted for formal financial and management reporting, and support features like report snapshots. Many teams use both — saved searches for daily operations, reports for period-end reporting.
How do you schedule a report in NetSuite?
NetSuite lets you schedule saved searches — not standard reports — to run automatically and email results to recipients on a recurring basis, configured from the saved search setup screen under the email tab. Standard reports don't have native scheduling in the same way, so teams needing scheduled formatted reports often convert them into a saved search or use a third-party scheduling add-on.
How do you use NetSuite's report builder?
NetSuite's report builder is accessed from the Reports menu, where you select a base report type, then customize it by adding or removing columns, applying filters, and adjusting sort order and subtotals. Once configured, reports can be saved, memorized for reuse, and shared with specific roles. It's less flexible than a saved search but produces more formally formatted output suited to financial statements.
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