How To Create A Basic Saved Search In NetSuite
Here is how to create a basic saved search in NetSuite
Transcript:
Saved Searches within NetSuite allows users to quickly access key data, enabling them to make vital decisions for their business with ease.
Here’s how to set up a basic saved search in NetSuite.
From your instance, go to Reports > Saved Searches > All Saved Searches and select New.
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Alternatively you can select All Saved Searches, and then click the “New Saved Search” button at the top of your screen.
Here you can choose the type of Saved Search you’d like to create. There are many to choose from, each with their own function. For the purposes of this demonstration, we’ll select the Customer Search type to find information on current customers.
To create a basic saved search, we’ll focus on Criteria and Results to quickly get the information needed for basic reporting. Before we begin, don’t forget to make your Saved search public, if you’d like users in your organization to be able to access it later, and to enable “AVAILABLE AS DASHBOARD VIEW” so you can quickly access the saved search in your dashboard.
Under the criteria section, we can add specific filters that will help us narrow down our search. As you can see, there are many possible filters. Deciding what kind of information you want to find beforehand will help you navigate through the list.
Since we want to find Customers, we’ll need to narrow the list down by Stage, and Select Customer. If we wanted to get more granular, we can filter by Status, to choose specific customer groups.
If we just wanted a list of all of our current customers, we could simply stop here. But you can add criteria to narrow down by when the customer was generated, if they’ve been communicated with, what services or products they’re interested in, etc. For the purposes of this demo, we’ll be adding an extra criteria, with Company Name.
Here we can see that adding the filter Company Name opens a separate pop up giving us more options. We’ll select Contains, because we want to capture customers with company names that contain specific information.
Now that we’ve narrowed down our list, we’ll move on to the Results tab so we can choose what information we’d like to view within our Saved Search. Each search type will come preloaded with type specific results, but we find the easiest thing to do is to simply select Remove All and add what we want ourselves.
Similar to the Criteria tab, there will be many options to choose from, so find the information that is most important to you for this specific search. Since we are looking for information on Customers, we’ll want results such as:
- Their company name
- Their industry
- The date they were generated
- Emails connected to any contacts within that company.
We’ll add Customer Name, by either scrolling or typing it out. We’ll add Industry the same way, here you’ll see Custom in parentheses. That means this was a custom value we created ourselves. We’ll add when they were created by selected Date Created.
And Finally we’ll add the contact emails by scrolling to the bottom of the list and finding the Contact Field value with the ellipsis.
Selecting this will allow us to drill down into specific sections of NetSuite Contact fields to find details that are outside the standard scope of a Customer Search type.
This opens a separate tab with a drop down list of contact field values. We’ll select email and add.
With the results chosen, we’re ready to run our search. Before we click save, we always recommend previewing the search to make sure we’ve added the correct information and criteria. We’ll select Return to Criteria to return to our in progress saved search.
Don’t forget to name your search and select Save & Run to finalize your saved search. Don’t worry about filling in an ID, NetSuite will automatically populate that section for you.
And that’s it!
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