Being the first step in creating a Saved Search, selecting the correct type is crucial. Choosing the right one ensures clean results, proper joins, and easier reporting. Although specific criteria and results can be accessed through joins, users looking for a simpler build should always start with the Saved Search type that best matches the data they need.
For more information on Saved Searches, you can read our complete guide here. Otherwise, continue reading for the video transcript.
Talk to an expert about 5 Types of NetSuite Saved Searches (And When to Use Them)
Transcript
With NetSuite’s saved searches, managing your business’ data has never been easier.
Here are 5 of the most commonly used Saved Search types in NetSuite:
- Customer Search – Allows users to manage and sort customer data by sales performance, customer location, and industry. This feature is great for creating targeted marketing campaigns.
- Item Search – Perfect for generating customized reports on product and service information, such as pricing, stock levels, and sales performance. Users can filter and sort data to identify top-selling products and analyze inventory trends.
- Opportunity Search – Allows users to track potential sales and forecast revenue. Users can analyze sales performance by lead source or industry, making it a great tool for identifying top-performing sales reps.
- Task Search – Enables users to create custom reports on task records in NetSuite. It's perfect for managing employee workload, productivity, and tracking task completion rates.
- Transaction Search – Useful for financial tasks such as creating sales orders, purchase orders, and invoicing. It allows users to track cash flow and expenses, and produce reports for your GL, AR, and AP.
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FAQ on NetSuite Saved Searches
Q: How many types of Saved Searches does NetSuite have?
A: NetSuite technically offers dozens of Saved Search types, but most users rely on the top five: Customer, Item, Opportunity, Task, and Transaction.
Q: Which Saved Search type should I choose?
A: Choose the type that matches the record you want to analyze. For example:Customers → Customer SearchProducts → Item SearchSales Pipeline → Opportunity SearchEmployee Tasks → Task SearchFinancial Records → Transaction Search
Q: What is the most commonly used Saved Search type?
A: Transaction Searches are the most widely used because they cover sales orders, invoices, POs, payments, and revenue-related data.
Q: Do Saved Searches work with SuiteAnalytics?
A: Saved Searches and SuiteAnalytics work together. Many teams use Saved Searches for real-time operational reporting and SuiteAnalytics for deeper dashboards.
Q: Can Saved Searches include multiple record types?
A: Yes, but only through joins. Choosing the right base type makes joins easier and ensures more accurate results.
Q: Can I display KPIs using Saved Searches?
A: Yes. Saved Searches can feed KPI scorecards, portlets, dashboards, reminders, and alerts.