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The Basics of Saved Searches in NetSuite

Unlock the full potential of NetSuite with our expert guide on creating and using saved searches. A NetSuite saved search is a powerful tool used to extract precise information from extensive records by defining specific criteria and results. This blog covers the essential steps to create effective saved searches, including selecting the right record, defining criteria and results, and refining your search with additional filters.

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The Basics of Saved Searches in NetSuite

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  1. The Basics of Saved Searches in NetSuite What exactly is a saved search? ● A Saved Search is a request for information. By specifying criteria and results information in NetSuite, you will be able to search through hundreds, thousands or millions of records in NetSuite to pinpoint precisely what you need. ● You need to specify the Record you want to search. Then you would provide the criteria and results you want to see.

  2. What are saved searches used for? ● Lists ● Dashboard Elements ● E-mail alerts under specific conditions ● Marketing Groups ● Used in Scripts ● Exporting Data ● Etc. Creating a saved search 1. Go to Reports > New Saved Search ( or Reports > Saved Searches > All Saved Searches > New)

  3. 2. Select the record you wish to search on (selecting from the different records will only allow you to pick from fields related to the record you choose)

  4. 3. Click on “Create Saved Search” button to get access to more options 4. Specify the criteria (the criteria of the Saved Search filters the results); remember the type of criteria you can filter by will be dependent on the type of saved search you are creating. For example: if you are doing a Contact Search, you’ll be able to filter based on criteria such as Contact Name, Date Created, Contact Email Address, etc. 5. Specify the results (the results of the Saved Search shows us the columns we want to see)

  5. 6. Click Preview to see the results of your saved search 7. Click “Return to Criteria.” Once you are happy with your new Saved Search, name the search, select your settings, and click Save! You can filter the final result of the saved search even further to help navigate to the pertinent information. 1. To add a new post results filter, go to the Available Filters Tab when creating/editing a Saved Search 2. Select the filter to filter on 3. Make sure the “Show in Filter Region” checkbox is checked

  6. And this is how saved searches are created! If you need help with your saved searches or any other NetSuite topic, don’t hesitate to reach out to our Big Bang experts. Source URL: https://bigbang360.com/the-basics-of-saved-searches-in-netsuite/

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