Learning how to customize your searches and reports is critical to gaining insights specific to your business. In this workshop, you will get hands-on experience with customizing Saved Searches and financial statements. We will show you how to utilize conditional logic formulas in your Saved Searches to display different data based on a condition you define; and customize the income statement layout to view desired financial data. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

Gaining insights and meaningful analysis of your finances is a crucial part of managing your bottom line. Learn how to use and customize NetSuite financial reports, scorecards, and budgeting capabilities to gain financial visibility. We will also explore key features of the NetSuite Planning and Budgeting solution that uses embedded AI and machine learning to automate data analysis to improve and accelerate planning and forecasting. To receive continuing professional education (CPE) credit for this workshop, please sign up with the session assistant.

To win amid constant change, high-performing businesses optimize their technology use in every corner of the organization—far beyond finance. This discussion with NetSuite executives and customers will cover how you can leverage AI to unleash more productivity, agility, insight, control, and collaboration in every area of your business.