AI Summaries for Reports in NetSuite 2026.1

Starting in NetSuite 2026.1, the AI Summaries for Reports feature enables users in supported locations to utilize generative AI for summarizing results from select reports. This feature is particularly valuable for quickly extracting critical insights from complex datasets and highlighting trends, anomalies, risks, and opportunities.

How AI Summaries Work

The AI Summaries feature is part of the broader Narrative Insights tool. When activated, it analyzes the report content and generates a concise summary tailored to the specific data being viewed. Here’s how to generate an insight:

1. Open a supported report or record.
2. Click the Generate Insight button, which opens the Narrative Insights dialog.
3. Review the generated summary, which may vary with each computation depending on the underlying data.

Important Note

The insights produced by the AI are intended for informational purposes only. Users will see a disclaimer in the Narrative Insights dialog stating: "This content is automatically generated, and it may contain inaccuracies or omissions. It's intended for informational purposes only and shouldn't be considered professional advice. Always check AI-generated content for accuracy and quality."

Preference Settings

The ability to generate insights is governed by the Enable Narrative Insights preference on the AI Preferences page, which is enabled by default. Administrators can modify this setting, allowing or restricting the use of AI summaries for all users.

Availability Considerations

Generative AI features, including AI Summaries, are subject to:

• Regional Setup: The Oracle Cloud Infrastructure Generative AI service must be configured in your region.
• Language Settings: The feature supports users who have set their language preference to English.
• User Roles and Permissions: Certain roles may have restricted access based on account settings.

It is important to ensure that these conditions are met to utilize the AI Summaries feature effectively. Any lack of sufficient data for report generation may yield an error message, indicating that insights cannot be produced.

Who This Affects

• Administrators: Those managing feature settings.
• Developers: Users integrating or building on the Narrative Insights feature.
• Data Analysts: Individuals relying on reports for business intelligence and decision-making.

Key Takeaways

• AI Summaries for Reports is introduced in NetSuite 2026.1 for enhanced reporting insights.
• Generative AI summarizes report data to highlight critical information and trends.
• The feature is available only in specific regions with English language settings.
• Users must have the appropriate permissions to generate insights, which can be managed by administrators.

Automatic Reminders Portlet Refresh

The Reminders portlet now automatically refreshes its data every 30 minutes, ensuring you always see the latest information without needing to manually reload the portlet. The portlet displays the last refresh time, helping you anticipate when new reminder data becomes available.

For more information, see Setting Up Reminders.

AI Summaries for Reports

For accounts in supported locations and for users whose language preference is set to English, you can now use generative AI to summarize the results of some reports.

For more information about the Narrative insights feature, see Narrative Insights Overview. For more information about supported locations, see Generative AI Feature Availability in NetSuite.

New Option to Publish Saved Searches on a Website

Previously, you needed to check the Public box on a saved search to make it available for publishing on a website. Now, you check the Available for publishing on website box instead. For more information, see Publishing Saved Search Results on Your Website.

Outdated NetSuite.com Data Source is No Longer Available

As announced in earlier communication campaigns, the outdated NetSuite.com data source is no longer available when your account is upgraded to NetSuite 2026.1. The NetSuite2.com data source is the only data source available for SuiteAnalytics Connect, and queries run through the NetSuite.com data source won't work.

If you haven't completed all the required actions to move to the NetSuite2.com data source, you must complete them as soon as possible. For more information, see Changing from NetSuite.com to NetSuite2.com.