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.
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategoryContent & writingStars0
About this skill
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.
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
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.
About this listing
Category
Content & writing
Reported license
Apache-2.0
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI