Gathering customer transaction data from various modules.
Customize NetSuite reports with additional features which are not available on default NetSuite functionalities.
Display customized reports snapshots in different role-based user dashboards
NetSuite’s standard reports only display some basic information in a very simple manner. Our approached client wanted complex, highly structured reports with some additional customizations and extra information from customer records. How to create an organized, well structured, efficiently customized report with all the information required was one of the main challenges we faced during the report snapshot creation. Another challenge we met was how to display the report snapshots in the dashboard of the specific role-based users.
With NetSuite Report Builder, we created different types of reports based on the category the client wanted. There were sufficient changes in the content displayed and in the format in which the information displayed. Our brilliant NetSuite Team analyzed the requirements thoroughly and the content needed to extract from customer records to display in reports. We solved the issue of displaying the reports by role base by creating custom centers and a set of custom roles. Then added the report to each role based user based on a set of permissions they have assigned. Our NetSuite Administration experts used Dashboard portlets to display the report snapshots in particular the user's dashboard as the requirement implied.
With the help of NetSuite Report Builder, we meet the client’s specific requirements of creating reports and customized them using Report Builder then created custom centers and roles to display the report snapshots using portlets, based on the role assigned to each employee.
We understand for any brand, the subject is not just about money, it is even about the idea, the energy you put behind it, intelligence, and its future growth. VNMT, with its dedicated team, helps you translate this investment into a substantial product.
Translate your investment into a High ROI Software Asset.
That’s not the only word we know, but the only thing we do in our day-to-day assignments. When we need to enhance the value of work in your time, we say “our chairs don’t recline”.
We are your trusted partner that continuously works on delivering the best innovation and NetSuite solution that is sure to build lasting impressions.
VNMT’s NetSuite developers develop, integrate and implement ERP systems that go beyond functional needs, they deliver precision software's of great potential.
Be at any stage of your project, VNMT can guide you from everything from integration to implementation or training.
Sort your queries regarding NetSuite development!
Read how we achieved zero duplicacy in the NetSuite ERP bulk data update
Check how this client overcame his biggest terror of customer data loss with secure data migration.
Read how an eCommerce business enhanced customer sales experience with NetSuite customization
Know how our eCommerce client improved customer’s buying journey with NetSuite SMS automation