Mastering NetSuite Saved Searches: A Basic Step-by-Step Guide

NetSuite is a powerful enterprise resource planning (ERP) system that can help businesses manage and automate their business processes. One of the key features in NetSuite is the ability to create and use saved searches. Saved searches allow users to easily access and manage important data, streamline workflow, and make better decisions.

In this guide, we will cover the basics of saved searches in NetSuite and how they can benefit your business. We will walk through the process of creating, customizing, and using saved searches, as well as share tips and best practices for making the most of this powerful feature.

Whether you are new to NetSuite or a seasoned user, this guide will provide valuable insights and information to help you unlock the full potential of your NetSuite instance.

Understanding the Basics of Saved Searches

Saved searches are a powerful tool that allows you to access and manage important data with ease. They can be used to create custom records and reports, which can be shared with others in your organization.

Creating and Running Saved Searches

NetSuite Saved Search

  1. To create a new saved search, go to the Lists menu and select Search > Save/Update Search.
  2. Enter a name for the search and choose the record type you want to search for.
  3. Use the filters and criteria to narrow down your search results.
  4. Click the Save button to create the search.
  5. To run a saved search, go to the Lists menu and select Search > Saved Search.
  6. Select the search you want to run from the list and click the Run button.

Using Advanced Filters and Formulas

Advanced Filters

  • You can use advanced filters and formulas to further refine your saved searches.
  • To use an advanced filter, click the Filter button and select Advanced Filter/Formula.
  • To use a formula, click the Formula button and enter the formula you want to use.

Creating Custom Records and Reports

Custom Record Types in NetSuite

Once you have your saved search results, you can create custom records and reports:

  1. To create a custom record, go to the Lists menu and select Search > Save/Update Search.
  2. Select the search you want to create a record for and click the Save button.
  3. To create a custom report, go to the Reports menu and select Report > New Report.
  4. Select the record type you want to create a report for and click the Next button.
  5. Select the fields you want to include in the report and click the Finish button.

Sharing and Scheduling Saved Searches

You can share saved searches with other users in your organization:

  1. To share a saved search, go to the Lists menu and select Search > Saved Search.
  2. Select the search you want to share and click the Share button.
  3. You can also schedule saved searches to run automatically at specific times.
  4. To schedule a saved search, go to the Lists menu and select Search > Saved Search.
  5. Select the search you want to schedule and click the Schedule button.

Customizing Saved Searches

You can customize saved searches to meet your specific needs:

  1. To customize a saved search, go to the Lists menu and select Search > Saved Search.
  2. Select the search you want to customize and click the Edit button.
  3. You can change the name, record type, filters, criteria, and other settings as needed.
  4. You can also add or remove columns, sort the results, and export the data to a spreadsheet.

Tips and Best Practices

Maximizing the full potential of your NetSuite instance requires proper utilization of its tools and features, including saved searches. Saved searches play a crucial role in accessing and managing important data.

NetSuite Dashboard

However, it can be challenging to use them effectively without proper guidance. To help you get the most out of your saved searches, here are some tips and best practices to follow:

  1. Start with a clear goal in mind. What do you want to achieve with your saved search?
  2. Keep your saved searches simple and focused. Don’t try to do too much with one search.
  3. Use filters and criteria to narrow down your results. This will make it easier to find what you’re looking for.
  4. Test your saved searches before sharing or scheduling them. Make sure they work as expected.
  5. Share your saved searches with others in your organization. This will help them access important data and insights.
  6. Schedule your saved searches to run automatically. This will help you stay up to date with the latest data.
  7. Use formulas and advanced filters to perform calculations and analyze data.
  8. Create custom records and reports to share and export your data.

Saved searches in NetSuite can help you access and manage important data. By using advanced filters and formulas, creating custom records and reports, sharing and scheduling saved searches, and following best practices, you can make the most of your NetSuite instance.

Schedule a free consultation

If you’re still having trouble or want more personalized guidance, don’t hesitate to book a free consultation. Our experts are always here to help you achieve your goals and take your business to the next level.

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