What is step one in identifying report requirements?

Starting with a standard report is essential in identifying report requirements because it provides a foundation for understanding the kinds of data typically used and how it is presented. Standard reports often capture fundamental metrics and formats that meet common business needs.

Using a standard report allows you to visualize existing data structures and reporting capabilities within NetSuite, making it easier to identify what modifications or additional information may be necessary for custom reporting. It also helps stakeholders see a baseline from which they can express their specific requirements, ensuring that the final report aligns closely with user needs and expectations.

By beginning this way, you reduce the risk of overlooking critical data points and allow for a more efficient process in tailoring reports to meet the unique needs of the business. It serves as the first step in building reports that are both relevant and actionable.