Running Reports

Run standard NetSuite reports in a few clicks. Data comes in securely, in structured Excel format, ready for analysis or sharing.

80+ prebuilt reports and dashboards across finance, sales, purchasing, inventory, and fixed assets. Most teams find what they need already built. A few examples:

Finance & Accounting

• Income Statement, Balance Sheet, Cash Flow Statement, and Trial Balance (with monthly variants)
• AR Aging, AP Aging, AR Weekly Cash Flow, Customer Statement, Customer Balances
• General Ledger, Budget vs. Actual, Flux Analysis, Cash Conversion Cycle

Sales & CRM

• Sales History by Year/Month, Sales Comparison by Year, Item Sales by Customer by Month
• Sales Rep Scorecard, Gross Profit by Customer, On Time Sales
• Lead Funnel Summary and Detail, Sales Inactivity Aging

Purchasing & Vendors

• Open PO Aging, PO Lead Time Analysis (Detail and Vendor Summary)
• On Time Purchase, PPV Exception Report, Purchase by Item per Month

Inventory & Warehouse

• Inventory Valuation, Inventory Turnover, Inventory Aging (LIFO and Weighted Average)
• Shortage Report and Detailed Shortage Report, Warehouse Capacity Used, All Bins
• Inventory Roll Forward (Summary, by Category, by Location, and Details)

Fixed Assets & Planning

• Asset Register, Asset Summary, Asset Listing, Depreciation Schedule and Monthly Depreciation
• Item Demand Plan, Item Demand Forecast vs. Actual

Several are dashboard-style, built to summarize a whole area at a glance. See One-Click Dashboards below.