The Basics of NetSuite Saved Searches

Ron Danenberg02:04

NetSuite Training Summary

Ron demonstrates how to create a complex search in NetSuite for custom reporting. Starting from the reports section in the menu bar, you can select “new search” and choose a relevant record type.

The tutorial highlights how to apply filters to this search based on various criteria to refine the results. The process involves selecting fields from the transaction record and setting conditions to filter the data effectively. You will see the flexibility of adding multiple filters to tailor the search precisely to your needs. After filtering the data and verifying its accuracy, Ron shows how to save the search for future use, explaining the steps to name and store the search within NetSuite. To access this saved search later, you are shown two methods: using the global search bar or navigating through the reports section to “saved searches” and then to “all saved searches.”