NETSUITE SUITEANALYTICS EXAM 2024
QUESTIONS WITH CORRECT ANSWERS
GOOD SCORE IS GUARANTEED GRADE A+
what do saved searches do and what do they allow - ANSWERS-they
highlight critical data and facilitate business process flows:
1. allowing new leads to be updated quickly
2. identifying specific groups of customers to be targeted for campaigns
3. identifying customers who have overdue payments
export - ANSWERS-send to word, excel, pdf, or csv
date filter - ANSWERS-select the point-in-time
collapse - ANSWERS-roll data up to the highest level
when should you use saved searches - ANSWERS-when you need to
1. create a dynamic list of results
2. incorporate criteria-based row highlighting to alert users to specific
data
,3. use complex formulas to obtain specific results from your data
4. expose saved search results in lists
5. create custom kpis
6. build kpi scorecard components
graph - ANSWERS-display, copy, and paste into another application
drill down balloon - ANSWERS-hover over, click, go to detail
email - ANSWERS-send to recipient
schedule - ANSWERS-provide report on recurring basis
column filter - ANSWERS-slice and dice your report
customize standard reports when you need to - ANSWERS-1. present
data in hierarchical groupings, totals and subtotals and the netsuite
standard report is not exactly what you need
a.) EX: Add the sales rep name to the Sales by Sales Item
2. access calculated fields or dimensions only available by report
components and not available in saved searches
3. provide a more polished presentation output
,by not using standard reports as the basis for a customized report you -
ANSWERS-1. waste time constructing a new report from scratch to
collect the data
2. do not take advantage of existing report content, layout of report or
underlying functionality already defined
steps to identify report requriements - ANSWERS-1. start with a
standard report
2. review underlying record and available fields
3. perform gap analysis
4. plan and design the report
gap analysis - ANSWERS-1. comparing the existing spreadsheet to a
standard report output
2. reviewing column and row data
3. asking yourself "What is missing and what is unnecessary"
steps to customizing reports - ANSWERS-1. edit columns
2. Filters
3. sorting
4. more options
5. review new custom report
6. report snapshots
, step 1: edit columns - ANSWERS-report folders contain record fields,
both standard and custom
1. add fields (columns)
2. move or remove columns
3. label and formats columns
4. add simple formula columns
(tips: preview as you go, develop a report naming convention)
step 2: filters - ANSWERS-add filters through the Add Fields pane
1. use filters to obtain the data that you want to view through the
report
2. optionally - add filters to the footer to allow modifying the filter at
run-time
*use Show in Filter* to allow users to modify the filters at run-time
Step 3: sorting - ANSWERS-Add additional sorting options through the
Add Fields pane
1. Sorting options are applied in the order listed
2. Use [move up] and [move down] buttons or drag and drop lines
representing columns to determine the sort order
Step 4: more options (1) - ANSWERS-define report options, for instance:
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