Financial Summary Reporting

Financial Summary Reporting

Financial Summary Reporting

Consolidated Views Across Dimensions

Consolidated Views Across Dimensions

August 5, 2024

5 min read

The Challenge

The Challenge

Standard financial reports show data by single dimensions, but management needs views that cut across multiple dimensions—by department and location, by customer and project, by class and period. Building these in native NetSuite requires multiple reports and manual consolidation.

The Solution

The Solution

We built custom financial summary reports that aggregate data across multiple dimensions in a single view, with drill-down capability to supporting transactions.

How It Works

How It Works

Custom reporting queries pull GL data and aggregate by selected dimensions. Users choose their view—which dimensions to group by, which to filter—and the report renders with expandable/collapsible sections.

Results

Results

Multi-dimensional financial views in single reports

Flexible dimension selection for different analyses

Drill-down to transaction detail

Reduced time building management reports

Ready to Work Together?

Ready to Work Together?

Ready to Work Together?

Let us talk about your NetSuite challenges and how we can help. No pressure, no sales pitch. Just a straightforward conversation.

Let us talk about your NetSuite challenges and how we can help. No pressure, no sales pitch. Just a straightforward conversation.

Author

Michael Strong

Michael Strong

Founder & Principal Architect

Founder & Principal Architect