Summary Type: Add up the numerical values - ANSSum
Summary Type: Show only the rows meeting threshhold - ANSMinimum
Summary Type: Quantify the unique values of the field selected - ANSCount
Search Parameter: Support Case - ANSSearch Type
Search Parameter: Count - ANSNumber
Search Parameter: Support Rep - ANSGroup
Search Parameter: Duration - ANSMinimum
Search function: Age in months - ANSField Type: Date
Search function: Quarter - ANSField Type: Date
Search function: Rank - ANSField Type: Numeric
Search function: Number as Time - ANSField Type:Numeric
Which two analytic tools allow for sending schedule email results to a pre-defined list of
recipients? - ANSSaved Search, Custom Reports
Anyone with access to the excel sheet can pull the data - ANSWeb Query
Respectes role permission to underlying records - ANSAudience
Overrides role permission access to underlying records - ANSRun unrestricted
What is a difference between the Audience tab and the Roles tab on a Saved Search - ANSThe
Audience tab grants access to the Saved Search
Using the Audience tab of a custom report, the Sales Rep role and the Renewals Department
have bene selected. Which two categories of users will be able to access the saved search? -
ANSAnyone with the Administrator role and Sales Reps in the Renewal Department (NOT
Everyone in the Renewals Departemtn, NOT Everyone with the Sales Rep role)
, You want to add the Sales Rep's phone number field to the Sales Order search results. Sales
rep phone number is on the Employee record, it is not on the Sales Order - ANSSales Rep
phone number must be selected on the Results tab under Sales Rep Fields...
What 2 requirements to publish dashboard - ANSYou must use the same Cetner as the Role the
dashboard will be published to. You must have Publish Dashboard permission (NOT you must
have Admin, NOT you must have Publish Centers permission)
Which 2 statements are true about updating a previously published dashboard? - ANSUpdates
can only be rolled out to dashboards using the same center, Updates can override existing
users settings
Which use case is the bset match for displaying in a KPI meter? - ANSOpen Support Cases
(NOT Sales per Rep, Profitablity across Items, Quarterly Revenue Trend)
Which statement is true about creating a KPI Scorecard? - ANSA date/period field is required
under Available Filters of the KPI
What do you start editing to customize a Financial Report? - ANSLayout
In the Financial Report Builder, when setting up a Header Row, which Display setting will
combine all items within the Header/Summary rows into one number, which can be drilled into
as needed? - ANSSummary
What will display the section data in the order you prefer in the Financial Report Builder Layout -
Account Sections? - ANSOrder By
Which 2 scenarios require the use of the Alternate Date/Period Range Type? - ANSYou want
your date columns to automatically change based on Today's Date; You want to specify a
particular period for each column when viewing a financial statement.
For which use case would a custom search be sued rather than a custom report? - ANSUse
SQL statemnt to refine the criteria and results
For which use case should you use a Custom Summary Report rather than a Search? -
ANSProvide real time data without NetSuite access via WebQuery
A saved search is needed to find all customers in CA who are assigned to Sales Rep A, and
also all customers in OR who are assigned to Sales Rep B - ANS(State=California AND Sales
Rep = A) OR (State=Oregon AND Sales Rep = B)
Which record type provides the option to set Main Line = True? - ANSTransaction
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