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Reporting

Surface margin and cost insights from Qloud Margin Control data.

Every cost Qloud Margin Control applies is stored on dedicated NetSuite custom records, so your margin and cost data is fully available to NetSuite's standard reporting tools β€” nothing is hidden in a black box.

Where the data lives

Data
Record

Landed costs per transaction

Sales costs per transaction

Budgeted vs billed amounts and variance

Held on the Transaction Cost and Allocation records, in transaction, source and base currency

Building reports

You can surface this data with any NetSuite reporting tool:

  • Saved Searches on the Transaction Landed/Sales Cost and Allocation records β€” the quickest way to list costs, budgeted-vs-billed and variance by item, vendor, customer or period.

  • Reports (Report Builder) for summarised margin and cost analysis.

  • SuiteAnalytics Workbook for pivot-style margin analysis across dimensions.

Because the cost and allocation records hold amounts in transaction, source and base currency, you can report margin consistently across multi-currency operations.

Roles need the relevant Reports / SuiteAnalytics Workbook permissions to use these tools β€” see User Roles & Permissions.

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