🔍 NetSuite Saved Searches Tutorial | How to Create, Customize, and Use Saved Searches in NetSuite (Step-by-Step)
In this NetSuite tutorial, Cris breaks down everything you need to know about Saved Searches in NetSuite — one of the platform’s most powerful reporting and data analysis tools. Whether you’re a NetSuite administrator, accountant, or business analyst, this video will teach you exactly how to create, configure, and save your own custom searches to pull real-time data and insights from your ERP system.
Learn how to use criteria and results to filter and organize your data, understand the differences between reports, saved searches, and SuiteAnalytics, and discover how to transform basic searches into dynamic, reusable reports that save your team hours of manual work.
🧭 What You’ll Learn
✅ What Saved Searches are and why they’re essential in NetSuite
✅ The difference between reports, saved searches, and SuiteAnalytics
✅ Step-by-step guide to creating a new saved search
✅ Understanding criteria filters (Main Line, Type, Date, Amount, etc.)
✅ How to set transaction-based searches and entity-based searches
✅ How to define search results and customize columns
✅ Sorting, filtering, and organizing results for clarity and speed
✅ Saving and reusing searches for team-wide reporting
✅ Best practices for building accurate and efficient saved searches
💼 Key Topics Covered
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NetSuite Reporting Tools Overview
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Creating a New Saved Search in NetSuite
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Criteria vs Results Explained
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Transaction-Based vs Entity-Based Searches
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Using Filters: Main Line, Date, Amount, Type, and Status
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Customizing Search Results and Columns
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Saving and Accessing Saved Searches
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SuiteAnalytics vs Saved Searches Comparison
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Tips for Better Data Visibility in NetSuite
🎯 Ideal For
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NetSuite users looking to master reporting
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Administrators and consultants managing business data
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Accountants and finance teams using NetSuite ERP
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Analysts who need custom insights and dashboards
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Anyone learning how to optimize reporting in NetSuite
