NetSuite Reporting

NetSuite Support

NetSuite Reporting & Dashboards

Who is it for?

As your business grows, reporting becomes more complex — multiple subsidiaries, revenue streams, cost centers, and integrations all feed into NetSuite. When data isn’t structured correctly or reports are slow and unreliable, teams fall back on spreadsheets and manual workarounds.

SixLakes Consulting helps you turn NetSuite into a trusted reporting and analytics platform. We design accurate saved searches, financial reports, KPIs, and role-based dashboards so finance and operations teams get real-time visibility without exporting to Excel or reconciling conflicting numbers.

If you are looking to:

  • Trust your NetSuite numbers
  • Replace spreadsheet reporting
  • See KPIs in real time
  • Standardize financial & operational reporting
about bg

Why Partner with Us for NetSuite Reporting?

We help finance and operations teams turn NetSuite into a reliable, real-time reporting and analytics platform.

Contact Us

Accurate Financial Reporting

We ensure your saved searches and financial reports are built on clean, consistent data so leadership can trust the numbers.

Designed for How You Operate

We align reports, KPIs, and dashboards with your chart of accounts, subsidiaries, segments, and business model.

Faster, Real-Time Insights

We replace slow, manual spreadsheets with live NetSuite dashboards that update automatically as transactions post.

Custom Dashboards & KPIs

We build role-based dashboards for CFOs, controllers, sales, and operations so every team sees what matters most.

Scalable Reporting Architecture

Our reporting structures grow with you as you add subsidiaries, new revenue streams, and higher transaction volumes.

Ongoing Reporting Support

We continuously refine your reports and KPIs as your business evolves, ensuring NetSuite stays aligned with leadership needs.

How We Support Finance Teams

NetSuite expertise that improves accuracy, speed, and confidence across accounting and finance

Clean General Ledger

We eliminate suspense balances, mispostings, and out-of-balance subledgers so your GL stays accurate.

Faster Close

Automated accruals, revenue schedules, and close checklists reduce late nights and manual work.

AP Automation

We streamline bill capture, approvals, and 3-way matching to cut invoice processing time.

AR & Cash Collection

Clear invoices, automated dunning, and better aging reports improve cash flow and collections.

Financial Reporting

We build reports and dashboards that always tie to the GL and support audits and board reporting.

Intercompany & Consolidation

We stabilize eliminations, FX, and multi-entity reporting so group financials close smoothly.

Audit & Compliance

Approval workflows, posting controls, and audit trails make external and internal audits painless.

User Training

We train your team on best practices so transactions are entered correctly the first time.

How We Support Warehouse Teams

NetSuite tools and processes that improve accuracy, speed, and confidence on the warehouse floor

Accurate Inventory

We ensure bin, lot, and serial tracking reflects what’s actually on your shelves.

Barcode Scanning

We implement and fine-tune barcode workflows to reduce mis-picks and data entry errors.

Faster Fulfillment

Optimized pick, pack, and ship flows speed up order processing and improve on-time delivery.

Smooth Receiving

Streamlined receiving and putaway reduce dock congestion and inventory delays.

Fewer Shipping Errors

Validation rules and scanning prevent wrong items, overships, and customer complaints.

Cycle Counting

We set up cycle counts that keep inventory accurate without shutting down operations.

Warehouse Reporting

Real-time reports on picks, shipments, backorders, and inventory levels keep teams informed.

Floor Team Training

We train warehouse staff on NetSuite and WMS best practices to prevent costly mistakes.

Exception Management

We surface short picks, damaged goods, and inventory issues in real time so teams can resolve problems before shipments go out.

How We Support Sales Teams

NetSuite tools and processes that help sales close deals faster and serve customers better

Accurate Pricing

We configure pricing rules, discounts, and approvals so reps always quote the right numbers.

Faster Quotes

Streamlined quote-to-order workflows reduce turnaround time and manual rework.

Inventory Visibility

Reps see what’s in stock, what’s allocated, and what’s backordered before committing to customers.

Order Accuracy

Validation rules prevent bad orders, wrong items, and costly fulfillment issues.

Sales Dashboards

Real-time visibility into pipeline, bookings, shipments, and commissions.

Accurate Commission Calculation

Automated commission tracking and reporting ensures reps are paid accurately and on time.

CRM & NetSuite Alignment

We keep CRM and NetSuite in sync so reps work from one reliable source of truth.

Faster Deal Cycles

Less manual work and fewer errors means deals close faster and customers get served sooner.

Frequently Asked Questions

Whether you need board-ready financials or operational KPIs your teams can trust, we’ll help you build NetSuite reporting that drives better decisions.

What types of NetSuite reporting do you build?

We build role-based dashboards, KPIs, saved searches, custom reports, and financial statement enhancements that tie back to the GL. This includes cash and AR/AP reporting, profitability by product/customer/channel, inventory and fulfillment metrics, and executive dashboards for leadership.

Why do our NetSuite reports not match what we see in Excel?

This usually comes from inconsistent data entry, misaligned segments, filters that exclude records, or reporting logic that doesn’t match accounting rules (date ranges, posting vs non-posting, eliminations, or multi-subsidiary context). We diagnose the root cause and standardize reporting logic so your dashboards and exports reconcile to the GL.

Can you make our NetSuite reports faster and easier to maintain?

Yes. We optimize saved searches (criteria, formulas, joins, and summaries), reduce unnecessary custom fields, and improve scripts and configurations that impact performance. We also document report definitions and create reusable templates so your team can maintain reporting without constant rework.

Do you support multi-subsidiary and consolidated reporting?

Absolutely. We help with consolidated reporting, intercompany visibility, elimination-friendly structures, and subsidiary/segment rollups so leadership can view performance across entities with consistent definitions.

NetSuite reporting in-house vs external specialists — which is better?

If you need ongoing, high-quality reporting improvements, an external specialist team gives you faster results and broader experience across finance and operations reporting patterns. We bring proven templates, performance tuning expertise, and best practices — without the overhead of hiring, training, and managing a full-time reporting developer. Support can stay flexible with no long-term commitment.

How is NetSuite reporting work typically scoped and priced?

Most reporting projects are scoped by the number of dashboards/reports, complexity (multi-subsidiary, segments, formulas, joins), performance requirements, and whether data cleanup is needed. We can work as a fixed-scope project for specific deliverables or provide flexible monthly support for continuous improvements.

Contact

Let us know how we can help you

Address

5900 Balcones Drive STE 100, Austin, TX 78731

Call Us

(737) 284-1753

Email Us

hello@sixlakesconsulting.com

Loading
Your message has been sent. Thank you!