The Basics of Saved Searches in NetSuite

Reading Time

2 minutes

The Basics of Saved Searches in NetSuite

Share this post

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.

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)

 

New Saved Search

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)

Types Of Searches

3. Click on “Create Saved Search” button to get access to more options

 

Create Search

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.

 

Criteria

5. Specify the results (the results of the Saved Search shows us the columns we want to see)

 

Reults

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

Available Filters

 

Filters In Search

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.

Need Help With NetSuite

 

erp

Big Bang

Reach us

Discover the Big Bang unbiased consultative approach with expertly trained and well-versed cloud specialists.

fevicon
fevicon
fevicon
fevicon

How does your organization stack up?

Take the Big Bang 360° Business Assessment to uncover opportunities concerning your people, processes, or technology.

The Basics of Saved Searches in NetSuite

Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.

The Basics of Saved Searches in NetSuite

Complete the form to download your workbook today.

Become the master of your organization’s business systems – without a headache.

Why are you contacting us today?

A Big Bang representative will contact you within 24-hours.

CERTIFICATIONS