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Tag: Financial Reporting

Detailed vs Roll up reporting in Adaptive Insights

Adaptive Insights can be used as the main reporting tool in your company and we can set up the system accordingly to satisfy each requirement in making more meaningful reports. Reporting Actuals Data Setting up Structure within Adaptive Planning, specifically... Read More »

Foreign Currency Tips/Tricks for Reporting Using NetSuite Saved Search

Saved searches in NetSuite are generally very powerful and support multi-currency environments. Still, pulling financial data in a saved search in the transaction currency can be tricky. Knowing how to setup the search, what fields and formulas to pull into... Read More »

Everything You Need to Know About Adaptive Insights OfficeConnect

What is OfficeConnect? Adaptive OfficeConnect makes it easy to create high-quality reports, board books, and presentations with Microsoft Word, Excel, and PowerPoint. You can connect your existing Excel reports to Adaptive Insights, or create new reports from a blank slate. With... Read More »

Comprehensive Guide to SuiteAnalytics Workbook

What is SuiteAnalytics Workbook? The SuiteAnalytics Workbook, a new NetSuite tool in beta, is an analytical tool allowing for complex workbooks to be created combining pivot tables, charts, and queries within the same tool. The workbook can perform multi-level joins,... Read More »