NetSuite Reporting & Saved Searches

Ryan Wianecki

Starting at

$

475

About this service

Summary

Unlock the full potential of your NetSuite data with expert-level reporting and saved search configuration. This service is designed to transform the way your business makes decisions by delivering highly tailored, real-time insights through advanced saved searches, summary reports, and KPI dashboards. Whether you need to surface hidden inefficiencies, automate key performance snapshots, or consolidate multi-department metrics into actionable views, I build reporting tools that are intuitive, filterable, and fully aligned to your business objectives.
From conditional formatting and calculated formulas to permission-specific views and role-based dashboards, each solution is customized to the needs of finance, operations, or leadership teams. I focus on reducing manual work and increasing visibility, allowing your teams to react faster and smarter—without relying on outside reporting tools.

FAQs

  • Q: Do you need access to NetSuite?

    A: Yes, I’ll require a temporary role-based login or screen share to build and test searches.

  • Q: Can you help fix broken searches?

    A: Yes! I can rebuild or troubleshoot existing saved searches.

  • Q: Can you include formulas or custom fields?

    A: Absolutely — I support formula fields (text, numeric, date) and logic expressions.

What's included

  • Custom NetSuite Saved Search Suite

    Up to 5 tailored NetSuite saved searches built to meet your reporting needs.

  • Role-Based Reporting Dashboard Setup

    Custom reporting views based on user roles (finance, operations, sales, etc.).

  • Search Logic Documentation

    PDF with criteria, filters, and formula breakdowns for each search.

  • Advanced Formula Support

    Includes up to 3 inline formulas using text, date, or conditional logic.

  • Visual Tagging Setup

    Highlight key data (e.g. overdue, upcoming) within search results.

  • Access & Sharing Configuration

    Ensure correct roles and permissions are applied to each search.

  • Walkthrough Video (Optional)

    A 5–10 min async video explaining how to use and edit your searches.

Duration

1 week

Skills and tools

Business Analyst

Business Consultant

Business Strategist

Google Sheets

Google Sheets

Looker Studio

Looker Studio

Microsoft Excel

Microsoft Excel

Microsoft Power BI

Microsoft Power BI

NetSuite

NetSuite

Industries

FinTech & Payments
E-Commerce
Product Management

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