Discover the full potential of your NetSuite account by configuring saved searches to assist your business processes. These customizable queries allow you to access specific data that is not readily available through the default interface. Saved searches allow users to build reports that will give them the insight needed to perform their jobs. You can filter data by various parameters, including date ranges, custom fields, and keywords.
You can see from the list below that one of their most striking features is flexibility. They can be used by advanced users for a variety of purposes from modifying data to constructing complex search queries and kicking off workflows.
In this blog post, we’ll explore some of the most common uses of saved searches and how they can help take your NetSuite experience to the next level.
Saves Searches – What are they good for?
Saved searches offer a wide range of benefits, from extracting lists of information to automating key business processes. Let’s take a closer look at some of the most common uses of saved searches.
1. Extracting Lists of Information
Saved searches allow you to filter data by various parameters, including date ranges, custom fields, and keywords. This makes it easy to extract specific lists of information, such as weekly invoices or vendor payments over a certain threshold. By creating a saved search for these parameters, you can quickly access the data you need without having to manually filter or sort through large volumes of information.
2. Creating Dashboard Elements
Saved searches can be used to create custom dashboard elements, giving you an at-a-glance view of the metrics that matter most to you. For example, you could create a dashboard element that shows the number of new customers created today, allowing you to track your team’s performance in real-time.
3. Automated Emails
Want to keep your team informed of updates or changes to key data? Saved search emails allow you to schedule email alerts when triggers are hit, such as when a customer payment term is changed. This ensures that everyone stays on top of the information they need without having to check the NetSuite interface constantly.
4. Marketing Groups
Saved searches can be used to create targeted lists of customers or prospects for marketing campaigns. By filtering data based on specific criteria, such as industry or purchase history, you can create highly targeted campaigns that are more likely to resonate with your target audience.
5. Exporting Data
Need to export data for use with reporting tools or other applications? Saved searches make it easy to export data in various formats, such as CSV or Excel. This allows you to work with the data in the range of applications that your business uses, without having to manually copy and paste or manipulate the data.
6. Using Saved Searches in Scripts
For advanced users, saved searches can be used in scripts to return specific fields or ranges of fields. This makes it possible to modify data or construct complex search queries, helping you to customize NetSuite to your specific needs.
7. Automating Business Processes
Finally, saved searches can be used in conjunction with workflows to automate key business processes. This allows you to streamline repetitive tasks and ensure that your team stays on top of critical information without having to manually check for updates.
Saved searches are a powerful tool for NetSuite users, offering unparalleled flexibility and customized reporting capabilities. Whether you’re looking to extract specific lists of information, automate key business processes, or create custom marketing campaigns, saved searches can help take your NetSuite experience to the next level.
By investing some time in configuring saved searches, you can unlock the full of your NetSuite account and streamline your workflows for optimal efficiency and productivity. Get in touch with us if you would like help getting the most out of saved searches.
