Gain full-service insights from your ERP data with native NetSuite reporting

Power BI reports for NetSuite are standard tools for summarizing ERP data like revenue, expenses, customer trends and operational metrics. They include saved searches, summary reports and financial statements, but are often limited by NetSuite’s UI, limited joins and export flexibility.

For more advanced NetSuite financial reporting and operational reporting, finance teams choose tools like ZoneReporting. It simplifies financial reporting by offering always-updated Power BI dashboards that can be fully customized. Users enjoy easier access and unlimited joins so anyone can explore, subscribe to or share, no manual refreshes or ERP licenses required.

NetSuite business intelligence is the ability to analyze, visualize and act on NetSuite data across departments. From business KPIs to supply chain performance, BI tools help to display data for ease of decision-making, whether knowing what to purchase or where to cut costs.

ZoneReporting is purpose-built to provide NetSuite BI tools that surface decision-ready insights. Whether it’s project utilization, ARR rollforwards or margin by SKU, dashboards help teams make smarter decisions faster without relying on developers or exports.

ZoneReporting enhances and extends NetSuite reporting capabilities by providing consolidated reporting and drillable dashboards that can handle the complexities of your business. We bring BI dashboards to where stakeholders are, with automated and visually rich dashboards that are designed for decision-making.

While NetSuite reporting tools are helpful for standard accounting tasks, ZoneReporting provides tailored BI reports that match the way your teams view data – because every business is unique. 

ZoneReporting delivers best-practice dashboards through Power BI that are tailored to your team, business model and growth stage, making it one of the most flexible NetSuite reporting tools available.

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Implementing ZoneReporting for NetSuite financial reporting typically takes 4-8 weeks, compared to the 1-2 years it would take to build a fully-reconciled data model on your own. Additional customizations and data sources, such as Salesforce, Hubspot and Google, will require some additional time to implement. 

This additional time is used to set up your ZoneReporting Power BI data model to merge sources and give you clean NetSuite reports, every time, in your preferred view.

To create a report in NetSuite, follow these steps:

1. Navigate to Reports > New Report
2. Choose your record type
3. Define filters, columns and formatting

You can also build reports in NetSuite by using saved searches to pull data, but saved searches do not provide visualizations. A third solution is SuiteAnalytics, which offers some visualizations, but has limits on what data you can combine and display. 

Most teams outgrow the standard NetSuite financial report builder and that’s where ZoneReporting comes in. It extends NetSuite with unlimited joins and Power BI capabilities, and we can even show you how to embed a report in NetSuite using ZoneReporting. ZoneReporting goes beyond NetSuite to provide intuitive, always-current dashboards your executives will actually use.

To customize a report in NetSuite, you can edit the report layout, add filters, adjust groupings and modify fields but these changes often require scripting or workarounds for more advanced logic.

ZoneReporting helps overcome challenges in NetSuite with a visual interface built on Power BI. It removes the limitations of the financial report builder in NetSuite with a Power BI data model that is 100% reconciled to your NetSuite account. This allows you to report on all your custom fields and records, plus non-NetSuite data – so your stakeholders can view the tailored metrics, KPIs, and insights that matter most. 

If you choose to export your ZoneReporting Power BI reports and then share them with stakeholders, they do not need a Power BI license.

If you choose to share the interactive, up-to-date ZoneReporting dashboards with stakeholders, each of them will need a Power BI Pro license. These licenses are approximately 90% more cost-effective than a NetSuite license.

Keep reading: How to use Power BI in NetSuite

ZoneReporting is built on Power BI, which enables you to bring in any of hundreds of financial and operational data sources. Power BI includes over 350+ connectors. Most customers choose to connect with Google Analytics, Salesforce and/or HubSpot.

Yes. ZoneReporting is built on Power BI, which is Microsoft’s industry-leading business intelligence tool. This tool includes GenAI and Intelligent AI features, so you can query your reports and gain additional insights.

Yes, ZoneReporting real-time reports and dashboards are available exclusively on Microsoft Power BI. 

This gives the user benefits such as:

• The #1 NetSuite BI tool that is commonly used
• Best-in-class data visualizations, charts, and graphs
• User-friendly interface with customizable views
• Financial reporting capabilities tailored for NetSuite data
• Inexpensive licenses to see, subscribe to, and/or drill into reports
• Easy sharing and alerts by subscribing to updates
• Easy exporting to other tools like PowerPoint and Excel

Additionally, you can embed the BI dashboards back into your NetSuite portlets.

Customers can choose between modifying their own financial reports in NetSuite, or having Zone Professional Services handle report updates and customizations on their behalf. Our professional services are available as recurring subscriptions so you always know that services will be on time and within budget. Alternatively, you can also choose one-time professional services.