I was in the exact same spot a few months ago, trying to build a NetSuite report that showed Sales and Budget by Department, broken down monthly. At first, I tried using Saved Searches too, but I hit a wall quickly. The fields for budget weren’t where I expected, and pulling actuals vs. budget in one clean view just wasn’t happening. I kept getting tangled in joins and couldn’t get the format right.

That’s when I found SuiteReport, and honestly, it changed everything.

It connects directly to NetSuite and bank data in Excel, so I didn’t need to manually export or reformat anything. What really blew me away was the AI assistant inside Excel. I literally typed:
“Show monthly sales vs. budget by department” and it built the report for me. It pulled the data, grouped it by period and department, and even helped me visualize it.

The best part? I didn’t need to touch a single Saved Search or write a formula. It synced live, so whenever NetSuite updated, my workbook updated too. I even integrated it into my Java app flow by calling the data from the Excel file, super clean.

If you're struggling with reporting like I was, I honestly wish I had known about SuiteReport sooner. It saved me hours and made reporting actually enjoyable. Definitely worth checking out if you're trying to automate more without hitting NetSuite’s limitations.
https://suitereport.ai/