4, September, 2024
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How To Create A Saved Search In NetSuite
Biography
David Lee brings over 3 years of CRM experience to the table, with a proven track record of success in helping businesses leverage technology to achieve their customer relationship goals. He is a data-driven CRM strategist with a keen understanding of how to utilize CRM systems to gain actionable customer insights and personalize customer interactions. David is a regular contributor to industry publications and frequently speaks at CRM conferences, sharing his knowledge and best practices with the CRM community. He holds a Master's degree in Business Administration (MBA) with a specialization in Marketing.
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Biography
Anna Rodriguez is a CRM consultant with 4 years of experience in helping businesses across various industries select, implement, and manage their CRM systems. She is skilled in CRM system customization, data migration, and user adoption strategies. Anna is passionate about helping businesses unlock the full potential of their CRM systems and fostering a customer-centric culture within organizations. She constantly keeps on top of the newest industry trends and holds a Bachelor's degree in Information Technology.
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Latest Update:
Aug 22, 2024, 9:02 am
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Quick Introduction
Are you drowning in all the data within your NetSuite account? Do you want to learn to quickly retrieve and analyze relevant data without any hassle?
Your answer lies in learning how to create a saved search in NetSuite. NetSuite Saved Search is a tool through which you will be able to search through all the available records in your NetSuite account. It is a reusable search definition that comes with advanced search filters and results display options.
With our step-by-step guide, you will be able to learn the basics of NetSuite Saved Search to get the data you require to run your business.
Step-by-Step Process to Create a Saved Search in NetSuite
With NetSuite Saved Search, you will be able to streamline data retrieval and analysis. Just specify your criteria and desired results, and NetSuite will automatically search through your records to find what you need.
Step 1: Setting Up a Saved Search
- Log in to your NetSuite account.
- Go to ‘Reports’ > ‘Saved Searches’ > ‘All saved searches’ > ‘New’.
- From the given menu, choose the ‘Type of search’ that you want to create.
Step 2: Name Your Saved Search
- Enter the ‘Title’ for your search. Ensure that you add an intuitive custom ID as this will be easy for you to recall.
Step 3: Set Up the Results of Your Saved Search
- To customize your search, go to the ‘Results’ subtab and add columns by selecting the ‘Fields’ to add to your search.
- You can ‘Remove’ or ‘Add’ fields to suit your requirements. Here, you can add fields from related or joint data sources.
- Click ‘Add multiple’ to add multiple fields to your results.
- In the ‘Functions’ column under the ‘Results’ subtab, directly apply functions from the given list. For example, choose a function that rounds off the balance to the nearest whole number, or a function that combines date to show it as date range.
- In the field of ‘Custom label’, you can rename the results of the functions.
Step 4: Set Up Criteria for Your Saved Search
- Go to the ‘Criteria’ subtab to add filters. Set it to display records as per your specific conditions. For example, you can set date parameters.
Step 5: Set Up Highlighting Feature for Specific Results
- Go to ‘Highlighting’ and select specific search results like ‘phone’ from the drop-down menu so that they stand out in the results.
- You can select how your highlighting displays by choosing the highlight colors, text colors, and presence of bold effect.
- You can even add a description that appears when you hover over the highlighted text.
Step 6: Saving and Accessing Your Customized Saved Search
- Select ‘Available as dashboard view’ to make your custom search available on your dashboard, or select ‘Available as list view’ to make your custom search available on your list of records.
- Click ‘Preview’ to see the results of your saved search.
- Click ‘Save and run.’
- You can find all your saved searches by going to ‘Reports’ > ‘Saved search’ or by using the saved search title in the global search dialogue.
Note: You can use NetSuite Saved Search only for those records that are supported by SuiteScript. You can ‘add filters’ at the top of the saved search for users to filter the displayed data. You can also decide who can access your saved searches and from where.
Wrapping Up
With our comprehensive guide, learn how to create a saved search in NetSuite so that you can efficiently retrieve and analyze your data as per your criteria. By leveraging this feature, you will be able to enhance your productivity and make informed decisions based on real-time insights.
NetSuite Saved Searches is a powerful tool that optimizes data management through its user-friendly interface and customizable options.
