Analytics
This domain tests saved searches, reports, and workbooks: how to build a query that returns correct totals and how to expose it to the right audience.
Saved searches
- Criteria filter, Results define columns, Highlighting flags rows, Audience controls who sees it.
- Use Expressions allows OR logic across criteria.
- Summary types (Group, Sum, Count, Average) collapse rows; the Main Line filter prevents header fields from multiplying across lines.
- Formula fields support Formula (Text, Numeric, Date, Currency, Percent) with CASE WHEN and functions such as NS_CONCAT.
- Joins expose related records through dot paths on the record type.
Reporting layers
- Financial Report Builder builds balance sheet, income statement, and cash flow layouts; Report Builder covers operational reports.
- SuiteAnalytics Workbook uses datasets, pivots, and charts on the same underlying data.
- SuiteQL runs SQL-like queries; SuiteAnalytics Connect exposes data to external BI tools over ODBC/JDBC.
Worked example
Count sales orders per customer and total value, excluding canceled. Criteria: Type = Sales Order, Status not Canceled, Main Line = Yes. Results: Customer grouped, Internal ID counted, Amount summed. Reasoning: without Main Line, the header Amount repeats on every line and the sum inflates, and the count overstates the number of orders.
Traps that cost marks
- Omitting Main Line when grouping header-level fields.
- Placing a text formula in a numeric summary column.
- Assuming everyone can see a search when its audience is limited or the Reports permission is missing.
- Mixing consolidated and subsidiary-specific amounts in a multi-currency account.