netsuite-bi-reporting-skill

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

1. Step 1 — Gather the report or dashboard configuration excerpt, including type, data source, filters, columns, and KPI formula if applicable.
2. Step 2 — Identify the intended audience and use case; confirm subsidiary and period scope are explicitly set.
3. Step 3 — Review data-source correctness: verify the report type matches analytical intent (e.g., Summary vs. Detail vs. Financial Statement).
4. Step 4 — Validate KPI definitions: formula accuracy, comparison period alignment, and threshold calibration against user-supplied benchmarks.
5. Step 5 — Assess access controls: confirm report visibility is scoped to intended roles with View-only grants for consumers.
6. Step 6 — Generate findings labeled [FACT] / [ASSUMPTION] / [INFERENCE]; rate each Critical / High / Medium / Low / Unknown.
7. 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