NetSuite Tip: Mastering Saved Searches for Powerful Reporting

One of the most powerful and widely used features in NetSuite is Saved Searches. Whether you’re a finance professional, sales manager, or operations specialist, mastering Saved Searches can significantly enhance your reporting capabilities and decision-making. Here’s why and how you can leverage this feature effectively.

Why Use Saved Searches?

Saved Searches allow users to retrieve, filter, and analyze data in real time. Unlike standard reports, Saved Searches offer flexibility in customization, calculations, and scheduled email alerts. Key benefits include:

• • Real-time data access – Get up-to-date insights without running manual reports.
  • Advanced filtering and criteria – Fine-tune your data with conditional filters.
  • Automated alerts – Schedule email notifications for important updates.
  • Customizable results – Add formulas, highlight key metrics, and group data.

Pro Tips for Using Saved Searches Effectively

1. 1. Use Formulas for Advanced Analysis – Leverage SQL-like formulas in results columns to create calculated fields, concatenate text, or extract specific data.
   2. Highlight Key Data with Conditional Formatting – Apply color coding to flag important records, such as overdue invoices or high-value opportunities.
   3. Schedule and Share Searches – Automate email delivery of Saved Search results to relevant stakeholders at regular intervals.
   4. Optimize Performance – Avoid unnecessary columns and filters to improve search speed and efficiency.
   5. Leverage Summary Searches – Group data by key fields to create high-level reports without needing SuiteAnalytics.

Saved Searches are an essential tool for making informed business decisions in NetSuite. By mastering this feature, users can save time, increase accuracy, and gain deeper insights into their data.

Start exploring Saved Searches today and unlock the full potential of NetSuite!

Need help optimizing your NetSuite reporting? Contact us for expert guidance!     

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     About Stacy Okyne

Stacy has over 20 years’ experience in the Marketing Profession. She brings experience in an array of industries including advertising, education, production, hospitality, and technology.  She has a good grasp and understanding of consumer insights and needs. Strategic thinking and leadership skills are among her qualities.

Stacy was born in Monroe, Michigan and moved to the Northwest suburbs of Chicago at an early age. She was raised in the Northwest suburbs of Chicagoland and currently resides in Naperville with her husband, three children and two dogs. Stacy graduated from Illinois State University – Normal, Illinois with a Bachelor of Science in Marketing.  In her spare time, you can find her watching her three children participate in sports including basketball, football, and track & field. She is a DIY’er at heart and shopping is one of her favorite activities.