NetSuite Saved Search Basics
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Learn the basics of saved searches to report on your data and retrieve all the information you need from your system with this video demo. Creating saved searches, IDs, criteria, results, expressions, formulas, and drill down fields. Uncover the power of NetSuite by grasping how to create and manipulate Saved Searches.
Expanded, in-depth written tutorial: https://www.anchorgroup.tech/netsuite...
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0:00 - Introduction to NetSuite Saved Searches for Operations
0:35 - Accessing and Organizing the Saved Search Repository
0:57 - Initializing a New Custom NetSuite Saved Search
1:46 - Assigning System IDs for NetSuite Governance & Scripts
2:25 - Managing Role Permissions and Making Searches Public
2:36 - Filtering Data in the Saved Search Criteria Tab
3:27 - Using Advanced Criteria Expressions (AND/OR Logic)
4:06 - Customizing Output Columns in the Results Tab
4:51 - Executing and Reviewing Real-Time Search Results
5:19 - Sorting and Grouping Wholesale & Manufacturing Data
5:37 - Writing Custom SQL Formulas inside NetSuite Searches
6:56 - Setting Up Drill Down Fields for Granular Insights
8:25 - Exporting Report Data to Excel/CSV for External Audits
8:36 - Displaying Saved Searches on NetSuite Dashboard Portlets
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