Netsuite

The Saved Search feature allows you to create, access, and save custom searches, making it easy to find specific information and quickly access frequently used search criteria. This document explains how to create and manage saved searches.

To learn more about Saved Search from NetSuite, check out Saved Search.

Create a New Saved Search

Steps:

1. Open the main menu. Go to the Lists section.

2. Select Search from the dropdown options.

3. Hover over New and select it to open the New Saved Search page.

Choose Search Type

On the New Saved Search page, you will see multiple search types. Select the appropriate search type based on the data you require, for example:

Search Type	Data Type	Examples
Transaction	Financial Data	Invoices, Payments, Sales Order, Purchase Orders
Entity	Records of Business Relationships	Customer, Vendor, Employee
Item	Inventory Data	Inventory, Products, or Service Items

Once you've selected your desired search type, follow these steps to create a new search:

1. Search Title

   • Enter a title that is both clear and descriptive, making it easy for others to recognize the associated record type.

2. Public Checkbox

   • If the Saved Search is useful for other users to retrieve data, make it PUBLIC.

Do not make it PUBLIC if an important process (like a SuiteScript that exports data externally) depends on it.

1. Criteria Tab

   • Go to the Criteria tab to filter and customize your search.

   • Select the Standard subtab to apply filters based on your search requirements.

   • Set Description:

     • After selecting a filter, click the icon to set the description.

     • A pop-up will appear with multiple options for defining how the field should be filtered.

     • Specify the description, then click Set to apply the changes.

   • Insert or Remove a filter (Optional):

     • To insert a filter: click Insert under a pre-existing filter.

     • To remove a filter: click Remove below that filter.

2. Results Tab

   • Go to the Results tab to select columns for the search results and set sort order.

   • Apply Sorting (Optional):

     • Set Sort By for the primary sorting field.

     • Use Then By for secondary and tertiary sorting fields.

   • Add or Edit Field:

     • Click Add Row to add a new field.

     • Select the appropriate field from the dropdown.

     • Click OK to confirm.

   • Arrange the Column Order:

     • Use Move Up or Move Down to change column order.

     • Use Move to Top or Move to Bottom for quick reordering.

3. Save & Run the Search

   • Click Save or Save & Run to apply changes.

4. Preview and Download Results

   • Use Preview to review or reset changes before finalizing.

   • At the top of the results page, click the CSV, Excel, or PDF icons to export.

Access a Saved Search

To access specific data based on predefined filters and criteria:

Steps:

1. Navigate to Saved Searches

   • From the main menu, select Lists > Search > Saved Search.

   • A page displaying all saved searches will appear.

2. Adjust the View

   • Modify the display of listed searches using the dropdown near the View button.

3. Filter and Find a Saved Search

   • Expand the Filters section by clicking (+).

   • Use the Type filter to narrow the list by record type (e.g., “Transactions”).

4. Edit and View Options

   • Each saved search offers two options:

     • Edit: Modify the saved search (same steps as creating one).

     • View: Open the saved search without making changes.

Following these steps allows you to easily create and access saved searches for data retrieval.

To learn more, visit Oracle's Documentation on Saved Searches.