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Netsuite bi reporting skill

Skill Raishin/vanguard-frontier-agentic/skills/netsuite/netsuite-bi-reporting-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.From its SKILL.md

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npx -y skills add Raishin/vanguard-frontier-agentic --skill netsuite-bi-reporting-skill

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SKILL.md

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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

What ships with it: 6 files

8.1 KB alongside SKILL.md

references/

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