Our most viewed video tutorial walks you through successfully navigating and creating saved searches in NetSuite including defining rules and criteria, formatting data, setting the audience, additional features and a working example.
A must for anyone who needs to retrieve, analyse, and report on data within their organisation, especially for those in roles that require regular monitoring and evaluation of various business aspects.
More on NetSuite Saved Searches
NetSuite Saved Searches are a powerful feature within the NetSuite platform that allows users to create custom queries to retrieve specific data from the database. They can be used across various modules in NetSuite, including financials, sales, purchasing, inventory, CRM, and more to generate reports and insights are always up to date.
Here's a closer look at the capabilities, and what they mean for users:
Customisable results | Users can customise the result layout, choosing the fields they would prefer to display and in what order. This allows for tailored reports and data views that match specific user or departmental needs.
Scheduled reporting and alerts | Saved Searches can be set up to run on a schedule, and the results can be emailed to designated recipients. This feature is particularly useful for regular reporting needs or for monitoring specific business metrics.
Data analysis and visualisation | The data retrieved through Saved Searches can be used for analysis and can be represented in various formats, including lists, summaries, charts, and graphs.
Integration with dashboards | Saved Search results can be added to NetSuite dashboards, providing quick and easy access to key metrics and data insights.
Security and access control | NetSuite allows for control over who can create, view, or modify each Saved Search, ensuring data security and integrity.
