NetSuite Saved Searches are a powerful tool for generating reports and getting valuable insights from your data, providing needed information in a quick and efficient way. We already talked about how NetSuite Saved Searches can help you boost your business efficiency. As explained by NetSuite, “Businesses can use the robust saved search capabilities of NetSuite’s ERP system to query extensive and far-reaching data from throughout their organizations.” 

However, with a vast pool of options, saved searches can be overwhelming to navigate at first: so, today, we explain exactly how to create a saved search in NetSuite, step by step.

How to Create a Saved Search in NetSuite

1: Navigate to Saved Searches

• Log in to your NetSuite account.
• Go to “Reports” > “Saved Searches” > “All Saved Searches”.
• Click “New Saved Search” to create a new saved search.
• Choose the record type you want to base your search on (could be transactions, customers, Items, or employees).

2: Define search criteria

• Under the Criteria tab, click “Add Filter”.
• Select the desired field (date, status, customer name) and set the conditions using the and/or logic.
• Click “Set” to apply the filters.

3: Search results columns

1. Go to the Results tab.
2. Click “Add Column” to select the fields you want to display in the search results.
3. Drag and reorder columns to your liking.
4. Use summary types (count, sum, average) for aggregated data.
5. You can add formulas or calculations under the formula (text, numeric, date) fields.

4: Sorting and formatting

1. You can use the “Sorting” section to arrange data in ascending/descending order.
2. Under the “Highlighting” tab, you can apply conditional formatting.

5: Save and run the search

1. Click “Save & Run” to generate the results.
2. Give your saved search a clear, explanatory title and set its access (it can be public, private, or role-specific).
3. Under the right-side checkboxes, you can also make the search available as a dashboard to use on other dashboard sections.
4. You can also schedule automatic email alerts for the search by navigating to the “Email” tab.

6: Export the results

• Click “Export” to download the results as a CSV, Excel, or PDF file.
• You can share the search results with other users by setting specific access and permissions under the “Audience” tab.

NetSuite’s Saved Search feature is a crucial NetSuite tool for automating data reporting. By following this guide, you can create a customized saved search tailored to your specific role or business needs, and access relevant information any time you need, easily and effectively, leading to better insights and of course, better decision-making, ultimately leading to growth.

Contact our NetSuite support team today to start optimizing and tailoring your NetSuite platform for success.