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Empowering Your Business

  • Reporting Packages

    Quickly save and consolidate your most used or standard reports into a package that can be emailed out monthly or on-demand.  Reports are consolidated into a single Excel file for your teams to quickly analyze and review.
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Using saved searches, dashboard reminders, shortcuts or even the reports menu can be a great way to access data quickly and efficiently within Netsuite.  With all it's reporting capabilities, Netsuite is a leader in business metrics and analysis.  However, when accessing each report it can become tedious to export the data for distribution or remember all the correct filters you used last time to try and review repeated data the same way.  Furthermore, the proliferation of saved and/or customized reports can lead to data inconsistencies and an overwhelming list of reports to choose from.

With Reporting Packages you can save the list of "standard reports" you always want to share as a package, choose how you want each report segmented or filtered, and then assigned a list of emails that should receive each reporting package based on the segment they represent.

Distribution

Keeping your teams up to date with the most accurate data is critical to making quick and effective business decisions.  Sometimes remembering who needs what data can be a huge challenge.  As team members change and roles are updated within your organizations, use Reporting Packages to store your distribution lists so your team never misses an update.

Segmentation

Each team within your organization needs to focus on their area of expertise and not be bothered by unnecessary data.  Reporting Packages can be configured to segment your reports by any standard NetSuite segment or even custom segments.  It will automatically filter and distribute your reports based on the segments you've defined in your environment.

Access

Our Report Packages module will help your teams to easily access their necessary data that is tailored to just what they need.  Furthermore, it is distributed directly to them in Excel, one of the most commonly accepted formats for data analysis and review.  Each report in the package is a new tab in one complete workbook with everything they need.

Start in 4 easy steps...​

1. Installation

Easily install the module with a few clicks directly into your Netsuite account.  Our module is light and will not over-burden your system with tons of new records or scripts.  There are a few initial configuration tasks, but our detailed installation guide will walk you through each step.

2. Assignment

Reporting Packages leverages native or custom segments in NetSuite to know exactly WHAT data to send and WHO to send it too.  Assign email addresses to your Subsidiaries, Departments, Classes, Locations and even any custom segments, so your Report Packages go to the correct recipients.

3. Personalization

Easily select which reports or saved searches should be included in each Reporting Package.   Choose how you would like each report segmented or filtered.  Even customize the subject and body of the email that gets sent.  With our many configuration options you can personalize each Report Package to meet your needs.

4. Distribution

Create as many Reporting Packages as you need and personalize to your requirements.  Quickly send out each package as needed as part of your month-end close process OR setup a schedule to send each package automatically.

Contact us today!

If your interested in setting up Reporting Packages to make your month end processes easier, use this button to fill out our request form.  Or email info@mavencloud.tech.

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