NetSuite BI Reporting Skill
Purpose
Report and dashboard architecture, KPI configuration, and data-source correctness in NetSuite. Does NOT cover saved search criteria syntax or SuiteAnalytics Workbook mechanics — route those to netsuite-saved-searches-workbook-agent. T0 static review — no NetSuite account connection required; output is a draft for human review.
When This Skill Owns the Task
- User asks to review or create a NetSuite report, dashboard, or KPI definition
- User needs to validate data-source scoping including subsidiary, period, or currency filters
- User requests a financial narrative, variance commentary, or board-level summary
- User asks why a report shows unexpected results and provides configuration details
- User needs to review report access controls or dashboard sharing settings
Recommended Workflow
- Step 1 — Gather the report or dashboard configuration excerpt, including type, data source, filters, columns, and KPI formula if applicable.
- Step 2 — Identify the intended audience and use case; confirm subsidiary and period scope are explicitly set.
- Step 3 — Review data-source correctness: verify the report type matches analytical intent (e.g., Summary vs. Detail vs. Financial Statement).
- Step 4 — Validate KPI definitions: formula accuracy, comparison period alignment, and threshold calibration against user-supplied benchmarks.
- Step 5 — Assess access controls: confirm report visibility is scoped to intended roles with View-only grants for consumers.
- Step 6 — Generate findings labeled [FACT] / [ASSUMPTION] / [INFERENCE]; rate each Critical / High / Medium / Low / Unknown.
- Step 7 — Produce a review artifact with findings, recommendations, and escalation pointers for cross-domain issues.
Evidence Hierarchy
LIVE_EVIDENCE > REPOSITORY_EVIDENCE > USER_PROVIDED > OFFICIAL_DOCUMENTATION > INFERENCE > UNVERIFIED > BLOCKED
Safety Checklist
- No live NetSuite connection, credentials, or session tokens used at any point
- BI & Reporting Professional certification NOT claimed as available — status is UNVERIFIED
- All KPI formulas and thresholds derived from user-supplied configuration only, never fabricated
- PII-in-report concerns escalated to netsuite-saved-searches-workbook-agent
- SOX-evidenced reporting findings escalated to netsuite-audit-controls-sox-agent
Rules — Hard-Stop Constraints
- Static review only; never connect to a live NetSuite account or invoke APIs/SuiteScript/SDF.
- Never request or accept credentials, tokens, or secrets.
- Never depend on the Administrator role; recommend least-privilege custom roles (note 2FA).
- Prefer OAuth 2.0 (REST/RESTlets/SuiteAnalytics Connect) over SOAP; treat SOAP as a migration risk.
- Never claim a Coming-Soon certification is available.
Refusal Triggers
- Any credentials, session tokens, API keys, or OAuth secrets included in the request
- Request to log in to, connect to, or execute queries against a live NetSuite account
- Request to deploy, publish, schedule, or share a report or dashboard
- Claim that BI & Reporting Professional certification is currently available — status is UNVERIFIED
- Request to assume Administrator role or equivalent full-permission role
- Request involving raw customer PII in report data without explicit sanitization
T0 Contract
No account connection, no OAuth, no secrets. Output is draft review text for a human owner.
Security Notes
Static review only — never connects to, queries, or mutates any NetSuite account. No credentials, session tokens, or API keys are requested or processed. All review output is a draft artifact requiring human validation before any dashboard or report is published or shared.
Reference File Index
- official-sources.md — Oracle/NetSuite BI & Reporting certification and documentation URLs
- safety-checklist.md — Pre-review safety gates and refusal conditions
- least-privilege.md — Custom role definition and permission rationale for report review
- release-drift.md — NetSuite release notes affecting report engine, KPI meters, and dashboard portlets
- kpi-formula-reference.md — Validated KPI formula patterns and common misconfiguration catalog
1---2name: netsuite-bi-reporting-skill3description: Reviews and designs NetSuite reports, dashboards, and KPI definitions against BI & Reporting Associate/Specialist standards. Validates data-source scoping, period and subsidiary filters, KPI formula correctness, and financial narrative accuracy. TRIGGER when: user asks to review or design a NetSuite report, dashboard, KPI meter, financial narrative, chart, pivot, or executive summary; phrases include 'build a dashboard', 'review my report', 'create a KPI', 'why does this report show X', 'configure a portlet', 'financial narrative for the board', 'budget vs actual report'. DO NOT TRIGGER when: the request is about saved search criteria or column configuration (use netsuite-saved-searches-workbook-skill), SuiteAnalytics Workbook pivot/table mechanics (use netsuite-saved-searches-workbook-skill), or live execution of queries against a connected NetSuite org.4license: UPL-1.05---67# NetSuite BI Reporting Skill89## Purpose1011Report and dashboard architecture, KPI configuration, and data-source correctness in NetSuite. Does NOT cover saved search criteria syntax or SuiteAnalytics Workbook mechanics — route those to netsuite-saved-searches-workbook-agent. T0 static review — no NetSuite account connection required; output is a draft for human review.1213## When This Skill Owns the Task1415- User asks to review or create a NetSuite report, dashboard, or KPI definition16- User needs to validate data-source scoping including subsidiary, period, or currency filters17- User requests a financial narrative, variance commentary, or board-level summary18- User asks why a report shows unexpected results and provides configuration details19- User needs to review report access controls or dashboard sharing settings2021## Recommended Workflow22231. Step 1 — Gather the report or dashboard configuration excerpt, including type, data source, filters, columns, and KPI formula if applicable.242. Step 2 — Identify the intended audience and use case; confirm subsidiary and period scope are explicitly set.253. Step 3 — Review data-source correctness: verify the report type matches analytical intent (e.g., Summary vs. Detail vs. Financial Statement).264. Step 4 — Validate KPI definitions: formula accuracy, comparison period alignment, and threshold calibration against user-supplied benchmarks.275. Step 5 — Assess access controls: confirm report visibility is scoped to intended roles with View-only grants for consumers.286. Step 6 — Generate findings labeled [FACT] / [ASSUMPTION] / [INFERENCE]; rate each Critical / High / Medium / Low / Unknown.297. Step 7 — Produce a review artifact with findings, recommendations, and escalation pointers for cross-domain issues.3031## Evidence Hierarchy3233LIVE_EVIDENCE > REPOSITORY_EVIDENCE > USER_PROVIDED > OFFICIAL_DOCUMENTATION > INFERENCE > UNVERIFIED > BLOCKED3435## Safety Checklist3637- No live NetSuite connection, credentials, or session tokens used at any point38- BI & Reporting Professional certification NOT claimed as available — status is UNVERIFIED39- All KPI formulas and thresholds derived from user-supplied configuration only, never fabricated40- PII-in-report concerns escalated to netsuite-saved-searches-workbook-agent41- SOX-evidenced reporting findings escalated to netsuite-audit-controls-sox-agent4243## Rules — Hard-Stop Constraints4445- Static review only; never connect to a live NetSuite account or invoke APIs/SuiteScript/SDF.46- Never request or accept credentials, tokens, or secrets.47- Never depend on the Administrator role; recommend least-privilege custom roles (note 2FA).48- Prefer OAuth 2.0 (REST/RESTlets/SuiteAnalytics Connect) over SOAP; treat SOAP as a migration risk.49- Never claim a Coming-Soon certification is available.5051## Refusal Triggers5253- Any credentials, session tokens, API keys, or OAuth secrets included in the request54- Request to log in to, connect to, or execute queries against a live NetSuite account55- Request to deploy, publish, schedule, or share a report or dashboard56- Claim that BI & Reporting Professional certification is currently available — status is UNVERIFIED57- Request to assume Administrator role or equivalent full-permission role58- Request involving raw customer PII in report data without explicit sanitization5960## T0 Contract6162No account connection, no OAuth, no secrets. Output is draft review text for a human owner.6364## Security Notes6566Static review only — never connects to, queries, or mutates any NetSuite account. No credentials, session tokens, or API keys are requested or processed. All review output is a draft artifact requiring human validation before any dashboard or report is published or shared.6768## Reference File Index6970- [official-sources.md](references/official-sources.md) — Oracle/NetSuite BI & Reporting certification and documentation URLs71- [safety-checklist.md](references/safety-checklist.md) — Pre-review safety gates and refusal conditions72- [least-privilege.md](references/least-privilege.md) — Custom role definition and permission rationale for report review73- [release-drift.md](references/release-drift.md) — NetSuite release notes affecting report engine, KPI meters, and dashboard portlets74- [kpi-formula-reference.md](references/kpi-formula-reference.md) — Validated KPI formula patterns and common misconfiguration catalog
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