NetSuite Tips and Tricks – training course

This course is meant for any NetSuite user with the exception of the employee center.

Course Content

  • Discover NetSuite’s real-time dashboards which provide you with business intelligence from a single system of record across all areas of your company
  • Learn to customize NetSuite dashboards to drive maximum productivity with actionable insight into your business
  • Create additional tabs and sub menus
  • Learn best practices for defining dashboard requirements as well as creating and publishing role-specific reports, saved searches, and Key Performance Indicators (KPIs) that drive actionable analysis


Course Objectives

By the end of the training session, participants should be able to:

  • Maximize the utility of NetSuite analytics functions by assembling dashboards for increased user productivity
  • Modify standard reports to meet their requirements
  • Build custom reports in order to share NetSuite data with external stakeholders
  • Create custom searches to help users find the data they need quickly and easily
  • Define user views and access, highlight search results and provide filtering so users only see the data they need
  • Use alerts and editable lists to reinforce business processes and workflows for timely and proper completion of tasks



We offer the NetSuite Tips and Tricks for more Efficiency course both on site and remotely. The course usually lasts one day, though the exact duration of training is determined by the level of the class and your particular needs.