The Ultimate Guide on NetSuite Saved Searches

A Complete Guide on NetSuite Saved Searches

NetSuite, an ERP software hosted in the cloud, offers a comprehensive suite of tools encompassing financial, inventory, and customer relationship management functionalities, catering to diverse business needs. Among its key features, NetSuite boasts an invaluable tool known as saved searches. 

The NetSuite saved search feature proves immensely valuable in acquiring insightful data and enhancing operational efficiency. This efficient function enables users to sift through and filter data within NetSuite, generating tailored reports, identifying trends, and facilitating informed decision-making based on real-time information. 

This comprehensive guide serves as an encompassing resource on NetSuite saved searches, spanning from basic introduction to advanced strategies and methodologies. It delves into various search categories, their setup procedures, and optimal techniques to maximize the utility of saved searches. Additionally, to ensure practical utility, the guide includes illustrative examples and real-world use cases, enabling users to leverage this functionality to its fullest potential.  

NetSuite Saved Searches

What is a NetSuite Saved Search?

 

What exactly constitutes a NetSuite Saved Search? In the realm of NetSuite, you can generate and store personalized search queries, known as saved searches. These searches prove useful for retrieving specific information within your NetSuite account, such as details about customers, transactions, or inventory items. The significance of saved searches lies in their capacity to unveil data not readily accessible through the default NetSuite interface. 

NetSuite saved searches manifest as versatile tools adaptable to diverse purposes. They empower users to construct tailored reports, oversee inventory levels, pinpoint sales prospects, and perform various other functions. The scope of saved searches extends to probing a broad spectrum of NetSuite data, encompassing transactions, customers, items, and custom records. 

Users can efficiently filter data using saved searches through diverse parameters, ranging from date spans and custom fields to keywords. To manipulate data and devise more intricate search inquiries, users can also employ advanced formulas. Furthermore, users possess the capability to schedule saved searches for automatic execution, ensuring constant access to the latest information. 

How does the functionality of Saved Searches unfold?  

In the NetSuite environment, initiating a saved search involves selecting the record type you wish to explore, be it a customer or a transaction. Subsequently, you delineate the precise criteria for your search, specifying parameters like date ranges or amounts, and integrate filters to fine-tune the outcomes. The customization extends to selecting the columns to be showcased in the search results, such as customer names or transaction types, and arranging the results based on specific fields. 

Once the saved search is crafted, you have the option to save and execute it at your discretion or set up a schedule for automatic runs at specified intervals. This mechanism ensures the seamless tracking of crucial information, eliminating the need for manual execution every time. 

NetSuite Saved Search Benefits 

 

  • Enhanced Operational Efficiency: 

 Utilizing NetSuite Saved Searches results in increased operational efficiency by facilitating quick access to specific information. This reduces the time and resources required for data retrieval and analysis, optimizing overall workflow. 

  • Informed Decision-Making: 

NetSuite Saved Searches contribute to informed decision-making by providing users with refined and targeted data. This ensures that decisions are based on accurate and current information obtained through customized search queries, enhancing the quality of choices made. 

  • Sophisticated Customization Capabilities: 

NetSuite Saved Searches offer advanced customization features, empowering users to define complex criteria and apply diverse filters. The flexibility to select specific data columns allows for tailoring search parameters to meet unique requirements, providing a high degree of adaptability. 

  • Efficient Cross-Team Collaboration: 

The incorporation of NetSuite Saved Searches fosters efficient collaboration across diverse teams. Teams can share and utilize saved searches, ensuring that relevant data is accessible to multiple stakeholders. This collaborative approach enhances overall productivity and knowledge dissemination. 

  • Optimized Reporting Processes: 

NetSuite Saved Searches contribute to optimized reporting processes by allowing users to customize search results to include pertinent columns. This enables the creation of detailed and customized reports, ensuring that key insights are presented in a clear and organized manner for effective decision-making. 

Getting Started with NetSuite Saved Searches 

  • Monitoring rule:

Utilizing a monitoring tool enables the daily reception of email reports containing essential metrics, allowing for real-time tracking of sales progress. This eliminates the need to wait until the next day for updates; by simply opening NetSuite each morning, users gain immediate insights into the ongoing sales status. In essence, the tool provides a proactive means of staying informed about key developments without the delay associated with waiting for daily updates.  

  • Tool Prioritization:

The prioritization tool becomes instrumental by emphasizing features and establishing sorting rules, aiding in the clarification of subsequent steps and actions. If the intention is to establish and manage priorities effectively, the tool of choice lies in saved searches. These searches serve as a valuable resource for delineating and organizing priorities, offering a structured approach to decision-making and task management based on specified criteria and preferences. 

  • Flexible:

The flexibility provided ensures complete control over the type of information retrieved and regulates access to the data. Modifying materials and incorporating filters is remarkably straightforward, allowing for seamless adjustments. Furthermore, users have the capability to apply highlighting rules to the data, facilitating the identification of essential items with ease. The adaptability of the system empowers users to tailor their information retrieval process according to specific needs, offering a user-friendly and versatile experience.  

  • User-friendly: 

The system is designed to be user-friendly, requiring minimal effort to learn and navigate, allowing users to create and operate it with just a few clicks. Abundant guides are available to provide assistance, ensuring a smooth and accessible experience for users. The interface is intuitively designed, making it straightforward for individuals to grasp and utilize the system efficiently, even without extensive training or technical expertise. 

  • Setting Up a Saved Search: 

Configuring NetSuite Saved Searches involves a series of structured steps to optimize the retrieval of specific data. Initially, users define the search criteria, precisely outlining the parameters that will govern the search. Subsequently, the inclusion of filters refines and narrows down the search results based on specified attributes.  

Users then set up columns to tailor the output, selecting the relevant data fields for display. Adding sorting parameters organizes the results logically, enhancing clarity. Finally, the configured search is saved, preserving the customized criteria, filters, columns, and sorting preferences for future use. This systematic approach ensures an efficient and personalized process for accessing and analyzing data within the NetSuite platform. 

  • Defining Search Criteria 

The initial step in establishing a saved search involves precisely defining the search criteria. Users need to articulate the specific parameters and conditions that will govern the search, outlining the scope and nature of the information they intend to retrieve. 

  • Adding Filters 

Once the search criteria are defined, users can enhance the precision of their saved search by incorporating filters. Filters act as additional qualifiers, allowing users to refine and narrow down the results based on particular attributes or conditions, contributing to a more targeted outcome. 

  • Setting Up Columns 

To tailor the search results to meet specific informational needs, users must set up columns. This involves selecting the data fields or attributes that should be displayed in the search results, ensuring that the output aligns with the user’s requirements and provides relevant details. 

  • Adding Sorting 

For a more organized presentation of results, users can add sorting parameters to the saved search. Sorting allows users to arrange the data in a specified order, such as ascending or descending, based on chosen fields. This step enhances the clarity and logical arrangement of information in the search results. 

  • Saving the Search 

Once all the customization elements are in place, users need to save the configured search. Saving the search preserves the defined criteria, filters, columns, and sorting preferences for future use. This step ensures that the customized search can be easily accessed and executed whenever needed, providing a convenient and time-saving feature for recurrent data retrieval tasks.  

NetSuite Saved Search Best Practices 

  • Defining Search Criteria 

The initial step in establishing a saved search involves precisely defining the search criteria. Users need to articulate the specific parameters and conditions that will govern the search, outlining the scope and nature of the information they intend to retrieve. 

  • Adding Filters 

Once the search criteria are defined, users can enhance the precision of their saved search by incorporating filters. Filters act as additional qualifiers, allowing users to refine and narrow down the results based on attributes or conditions, contributing to a more targeted outcome. 

  • Setting Up Columns 

To tailor the search results to meet specific informational needs, users must set up columns. This involves selecting the data fields or attributes that should be displayed in the search results, ensuring that the output aligns with the user’s requirements and provides relevant details. 

  • Adding Sorting 

For a more organized presentation of results, users can add sorting parameters to the saved search. Sorting allows users to arrange the data in a specified order, such as ascending or descending, based on chosen fields. This step enhances the clarity and logical arrangement of information in the search results. 

  • Saving the Search 

Once all the customization elements are in place, users need to save the configured search. Saving the search preserves the defined criteria, filters, columns, and sorting preferences for future use. This step ensures that the customized search can be easily accessed and executed whenever needed, providing a convenient and time-saving feature for recurrent data retrieval tasks. 

NetSuite Saved Search Types  

 

  • Activity Search 

The Activity Search in NetSuite focuses on retrieving and managing information related to various business activities. It enables users to track and analyze data associated with tasks, events, and engagements, providing a comprehensive overview of the ongoing activities within the system. 

  • Customer Search 

The Customer Search type is designed to facilitate the retrieval of specific information related to customers. Users can employ this search to access details about customer profiles, interactions, and transactions, aiding in effective customer relationship management and informed decision-making. 

  • Item Search 

The Item Search within NetSuite is specialized for extracting information about inventory items. It allows users to efficiently manage and analyze data pertaining to products, ensuring accurate tracking of inventory levels, pricing, and other relevant details. 

  • Opportunity Search 

Geared towards sales and business development, the Opportunity Search type in NetSuite focuses on retrieving information related to potential sales opportunities. It enables users to monitor and analyze data associated with leads, prospects, and potential deals, supporting strategic decision-making in the sales process. 

  • Task Search 

The Task Search type is centered around the retrieval of data related to tasks and to-do items. Users can utilize this search to manage and analyze information about tasks assigned, completed, or pending, contributing to efficient task management and team collaboration. 

  • Transaction Search 

The Transaction Search type is designed to extract detailed information about financial transactions. Users can employ this search to access and analyze data related to sales orders, invoices, payments, and other financial transactions, ensuring accurate and comprehensive financial record-keeping. 

  • Vendor Search 

The Vendor Search type in NetSuite is tailored for retrieving information related to vendors and suppliers. It allows users to manage and analyze data pertaining to vendor profiles, transactions, and interactions, supporting effective vendor relationship management and procurement processes. 

  

Advanced NetSuite Saved Search Techniques 

NetSuite Saved Search Formulas 

  • Finding Saved Search 

In NetSuite saved searches, formula fields serve the purpose of refining results or executing operations. To incorporate a formula filter, locate the desired saved search by navigating to Reports > Saved Searches > All Saved Searches and selecting “Edit” on the relevant one. 

  • Accessing Criteria Tab 

Once the saved search is identified, proceed to the “Criteria” tab to initiate the formula field creation process. This tab serves as the interface for configuring filters and refining the search parameters using formulas. 

  • Adding Formula Filter 

To create a formula filter, open the drop-down menu on the “Criteria” tab and select the appropriate Formula option, choosing from Date, Numeric, or Text. This step sets the foundation for integrating a formula into the search criteria. 

  • Writing Formula 

In the designated FORMULA box, employ NetSuite’s formula syntax to articulate the desired calculation or operation. This step allows users to precisely define the logic governing the formula, ensuring accuracy and relevance to the search requirements. 

  • Previewing Results 

Before finalizing, preview the results to validate the functionality of the formula. This ensures that the formula is accurately processing data and producing the intended outcomes, providing a crucial checkpoint for the effectiveness of the applied logic. 

  • Saving and Running Search 

Once satisfied with the formula’s performance, save the configured search. Subsequently, run the saved search to witness the formula in action, ensuring that it consistently produces the desired results when executed. 

  • Using NetSuite’s Formula Syntax 

Mastery of NetSuite’s formula syntax is imperative for effectively constructing formulas within saved searches. Understanding the syntax allows users to create intricate calculations and operations tailored to their specific data processing needs. 

  • Utilizing Formula Fields for Calculated Data 

Formula fields serve as a powerful tool for generating calculated data within NetSuite. Users can leverage these fields to perform complex calculations, enabling the retrieval and presentation of data in a manner that aligns with their analytical requirements. 

  • Employing Case Statements for Data Manipulation 

Case statements prove invaluable for manipulating data within NetSuite saved searches. Users can employ case statements to conditionally evaluate data and determine specific outcomes, allowing for dynamic and context-driven data processing. 

  • Testing Formulas Before Saving 

Prior to finalizing and saving the formula, it is crucial to conduct thorough testing. This ensures that the formula behaves as intended, processing data accurately and consistently. Rigorous testing is an essential step to validate the reliability and effectiveness of the formulated logic. 

Exporting Saved Searches 

  • Enhanced Reporting 

Exporting saved searches provides a means for enhanced reporting capabilities. It allows users to extract specific data sets, facilitating the creation of detailed and customized reports. This process contributes to a more comprehensive and insightful analysis of the information stored within the system. 

  • Data Analysis 

The exported saved searches serve as valuable datasets for in-depth data analysis. Users can leverage this exported information to identify patterns, trends, and key insights. The ability to analyze data externally provides a more nuanced understanding of the underlying information, aiding strategic decision-making processes. 

  • Collaboration 

Exported saved searches facilitate collaboration by enabling the sharing of pertinent data. Team members can easily exchange exported files, ensuring that relevant information is accessible to multiple stakeholders. This collaborative approach enhances overall teamwork and knowledge sharing within the organization. 

  • Backups 

Utilizing exported saved searches serves as an effective backup strategy. By regularly exporting critical data, users create backup files that can be stored separately. In the event of data loss or system issues, these backups provide a safeguard, allowing for the restoration of essential information and ensuring data integrity. 

Financial controlling  

  • Effective Financial Management 

Successful businesses prioritize effective financial management, and leveraging saved searches is a key strategy in achieving this. By fully utilizing saved searches, businesses can automate crucial aspects of financial control, including cash-flow management, cost oversight, and the establishment of a reliable audit trail. 

  • Automated Cash-Flow Management 

Utilizing saved searches for cash-flow management automates the monitoring of expense reports from the previous month. This automation categorizes expenses by individuals, departments, and spending categories, allowing for efficient analysis. Identifying patterns in this data enables businesses to pinpoint areas where costs can be optimized and reduced. 

  • Real-Time Monitoring of Cash Balances 

Saved searches provide a powerful tool for real-time monitoring of cash balances, inflows, and outflows. This functionality allows businesses to promptly identify any irregularities or issues in their financial flow. Immediate detection enables timely intervention, ensuring the financial stability of the company. 

  • Detecting Fraud or Errors through Audit Trail 

Establishing and maintaining an audit trail is crucial for identifying potential fraud or errors. Saved searches play a significant role in this by tracking changes to financial data. This feature allows businesses to consolidate all purchase-related information in one accessible location, facilitating better decision-making and ensuring the accuracy and integrity of financial records. 

NetSuite Saved Searches are tools that allow users to generate and store personalized search queries for retrieving specific information about customers, transactions, or inventory items. They are versatile tools that can be used to construct tailored reports, oversee inventory levels, pinpoint sales prospects, and perform various other functions. Users can efficiently filter data using saved searches through diverse parameters, ranging from date spans and custom fields to keywords.

The functionality of saved searches involves selecting the record type you wish to explore, specifying parameters, and integrating filters to fine-tune the outcomes. Once the saved search is crafted, users have the option to save and execute it at their discretion or set up a schedule for automatic runs at specified intervals. Benefits include enhanced operational efficiency, informed decision-making, advanced customization capabilities, efficient cross-team collaboration, optimized reporting processes, and real-time tracking of sales progress. Simply opening NetSuite each morning, users gain immediate insights into the ongoing sales status of ongoing sales.

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