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🔍 Week 2: Saved Searches Fundamentals

📚 5 Modules ⏱️ ~3 Hours 🎯 Core Skills

Week Overview

Saved searches are the most powerful data retrieval tool in NetSuite. Unlike standard reports, saved searches let you define exactly what data you want to see, how it should be filtered, and how it should be displayed. This week covers the fundamentals: creating searches, configuring results columns, sorting, joining data from related records, and setting up criteria filters.

Learning Objectives

  • Create saved searches on any record type
  • Add, remove, reorder, and relabel results columns
  • Sort results in ascending or descending order
  • Join data from related record types
  • Define criteria filters using field-operator-value equations
  • Use static and dynamic date filters
07
Creating Saved Searches
Search types, naming conventions, public vs. private, and the saved search workflow
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08
Results Columns & Sorting
Adding/removing columns, custom labels, reordering, and ascending/descending sort
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09
Adding Joined Data
Accessing fields from related records (Sales Rep email, Customer details, etc.)
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10
Criteria & Filters
Field-operator-value equations, filter types, and editing existing criteria
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11
Date Filters
Fixed vs. dynamic date ranges, relative dates, and custom date selectors
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