Saved Searches - Far and Wide

As a Netsuite user, you know the importance of having access to relevant business data in a timely manner. This is where saved searches come into play, providing users with a powerful tool to create custom reports and gain insights into their business data. In this blog post, we'll explore some tips and tricks to help you get the most out of saved searches in Netsuite.

1. Use Criteria to refine your results

The Criteria subtab is an essential tab for narrowing down your search results to specific data points. For example, you may want to filter your search by date, item, customer, or any other field available in your Netsuite account. By using filters, you can refine your search results to focus on the data that matters most to your business. A common Criteria condition users should know about is "Main Line". This filter assists in removing/adding data from a header or line level.

2. Group results to see patterns

Grouping your search results by specific criteria can help you to identify patterns and trends in your data. For example, grouping sales by region or product category can provide valuable insights into your business operations. By analyzing these patterns, you can make informed decisions to improve your business processes and drive growth.

3. Customize Results subtab to display only relevant data

Customizing the columns displayed in your search results can help you to focus on the data that matters most to your business. You can remove unnecessary columns and add in custom fields that are relevant to your specific needs. By doing so, you can streamline your reporting process and gain insights into the metrics that are most important to your business. It is leading practice to limit columns to only ones that the user needs. This prevent additional scrolling and assists in load times. 

4. Schedule saved searches for regular reporting

Scheduling your saved searches to run automatically at regular intervals, such as daily, weekly, or monthly, can save time and ensure that you are always up-to-date with the latest data. This can be especially useful for reports that need to be shared with others in your organization or for tracking key performance metrics.