NetClose - Custom Reports
Overview
NetClose has standard out-of-the-box reports to help analyze and understand your close process. In addition to these reports, users can create custom reports using Saved Searches, NetSuite Analytics, and SQL Queries.
SQL Queries are the most powerful and flexible option. They can seem intimidating, but LLMs like Claude and ChatGPT are very good at them. Often, you just need to find the correct fields and records. This can be done in multiple ways. At Netgain, we use a few Chrome extensions, such as NetSuite Utilities and the NetSuite Field Help Explorer.