80%
improvement in complex report customization
30%
faster report generation using custom roles.
40%
better decision-making from enhanced data visibility.
About
Client
Business
Unstable Business Seeking Growth
The client is an ecommerce business aiming to improve decision-making through advanced reporting capabilities.
Need for Advanced Reporting
The client required highly customized reports beyond standard NetSuite functionalities to gather actionable insights.
Role-Based Report Display
They needed a solution to display these custom reports to specific users based on their roles within the organization.
Our Solutions
We provided an advanced reporting solution tailored to the client’s specific requirements using NetSuite’s Report Builder and custom dashboards.
Customized Reports Creation
Using NetSuite Report Builder, we developed various customized reports that extracted and presented data from multiple customer transaction modules.
Role-Based Dashboards
Implemented role-based user dashboards where custom report snapshots could be displayed based on the role and permissions of each user.
Custom Centers & Roles
Designed custom centers and roles to manage access to specific reports, ensuring that only authorized users could view and manipulate report data.
Dashboard Portlets Integration
Used NetSuite’s dashboard portlets to seamlessly integrate the report snapshots into user dashboards, providing easy access to the necessary data.
Challenges
We faced several challenges while implementing this customized reporting solution.
Complex Report Customization
Creating structured, comprehensive reports that met the client’s specifications required advanced customization beyond standard NetSuite reports.
Role-Based Report Access
Displaying the correct reports in the appropriate user dashboards required detailed role-based configurations and custom center development.
Efficient Data Presentation
Ensuring that the complex data was presented in a clear, actionable format while maintaining performance within the dashboard was another key challenge.
Results
Our tailored reporting solution delivered several key benefits for the client.
Improved Decision-Making
The custom reports provided the client with in-depth insights, enabling better business decisions.
Role-Based Data Access
The role-based dashboards ensured that users could access relevant reports without exposing sensitive data to unauthorized individuals.
Enhanced User Experience
The integration of dashboard portlets for report snapshots improved user accessibility, making it easier for employees to view critical data.
Increased Operational Efficiency
Automating report generation and display in dashboards saved the client significant time and effort in manual reporting processes.
