The NetSuite Saved Search: How to Make Data Retrieval as Easy as Pie
The saved search is one of NetSuite's most powerful tools because of its advanced ability to sort and organize any type of data.
If you run a business, you probably search for the same types of information over and over: sales numbers, production expenses, production times, etc. But why? Shouldn’t you be able to automate those searches so they constantly update on your computer? NetSuite, at least, thinks that should be possible. So, it created the NetSuite saved search.
What is a NetSuite saved search?
A saved search is a function of the NetSuite Cloud ERP that allows users to quickly retrieve data from multiple record types and fields. It can also help you create custom reports and view the results in real time, eliminating the need to manually search for information.
You can even incorporate saved searches into your NetSuite dashboard as custom portlets. This way, you can keep a constant eye on key metrics.
For example, imagine you’re a baseball cap manufacturer. Naturally, you want to know which teams sell the most caps and whether certain games impact sales. You’ll find out the moment St. Louis Cardinals caps spike in sales if you have the search saved on your dashboard.
What makes a saved search so valuable?
The NetSuite saved search provides all of the following:
- Improved Data Visibility: The NetSuite saved search allows businesses to create custom search criteria and display the results in a useful format. So, users can see important data on their dashboards as soon as they log in, saving time and reducing the risk of errors.
- Increased Productivity: A NetSuite saved search automates routine tasks and increases employee productivity significantly. For example, businesses can use saved searches to automate report generation, freeing up their staff’s time for other projects.
- Better Decision-Making: Leadership can make better and faster decisions with accurate and up-to-date information at their fingertips. NetSuite saved searches help businesses stay on top of trends, identify opportunities, and make data-driven decisions.
- Customized Reporting: You can customize NetSuite saved searches to meet your business’s unique needs. For example, you can create custom reports that display sales data, customer data, or inventory data in the format that is most useful to you.
- Enhanced Collaboration: Your company’s employees can share NetSuite saved searches so teams collaborate more effectively. For example, a sales team can share a report with the finance team, allowing everyone to access the information they for making informed decisions.
Watch our tutorial below on the basic elements of a NetSuite saved search and start reaping the benefits of a more efficient business.
Empower Your Staff with NetSuite
A NetSuite ERP can feel intimidating at first. It’s a massive system with a million moving parts, and it seems impossible to master. But trust us, it’s not.
We know your staff wants to conquer this system, and our SuiteDynamics experts are ready to help you.
Our training programs teach everything from loading journal entries via CSV files to customizing dashboards
and more.
We know you’ve got the right team to run NetSuite successfully. Let us prove it to you.
We pull information from NetSuite material, SuiteDynamics experts, and other reliable sources to compose our blog posts and educational pieces. We ensure they are as accurate as possible at the time of writing. However, software evolves quickly, and although we work to maintain these posts, some details may fall out of date. Contact SuiteDynamics experts for the latest information on NetSuite ERP systems.
Part of this text was generated using GPT-3, OpenAI’s large-scale language-generation model. After generating the draft language, our team edited, revised, and fact-checked it to ensure readability and accuracy. SuiteDynamics is ultimately responsible for the content of this blog post.
