A saved search is a reusable, customizable query that retrieves specific data from NetSuite based on criteria you define. Unlike standard reports, saved searches give you complete control over what data is returned, how it's filtered, and how it's displayed. They can be used for reporting, dashboards, workflows, email alerts, and more.
When creating a saved search, you first select the record type (search type) to query.
| Setting | Description |
|---|---|
| Private (default) | Only you can see and run the search |
| Public | All users can run and view results; only owner/admin can edit |
| Allow Audience to Edit | Specific users/roles can edit the search (set on Audience subtab) |
Use a consistent naming convention for saved searches:
| Subtab | Purpose |
|---|---|
| Criteria | Define filters to limit which records are returned |
| Results | Select columns to display and set sort order |
| Available Filters | Add filters users can adjust when viewing results |
| Highlighting | Set conditional formatting (colors, bold, images) |
| Audience | Define who can view/edit the search |
| Configure email alerts and scheduled emails |
Control where and how the saved search appears in NetSuite.
| Option | Effect |
|---|---|
| Available as List View | Search appears as a view option on record list pages |
| Available as Dashboard View | Search can be added to Custom Search portlets |
| Available for Reminders | Search can be added to the Reminders portlet |
| Show in Menu | Search appears in Reports → Saved Searches menu |
Create a search to find customers with a positive balance who were created in the last year: