🚀 Module 15: Deployment & Tracking

Week 3 • Saved Searches Advanced • Core Skills

Deployment Options

Control where and how your saved search appears in NetSuite. Deployment options determine whether the search shows in menus, dashboards, reminders, or list views. The Audience subtab controls who can access the search.

Deployment Checkboxes

📋 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 on dashboards

🔔 Available for Reminders

Search can be added to the Reminders portlet

📁 Show in Menu

Search appears in Reports → Saved Searches menu

Audience Settings

👥 Controlling Access

SettingWho Can See
Private (default)Only the owner
PublicAll users with record access
Audience SubtabSpecific roles/employees/groups

Tracking Usage

📊 Execution Log

Who ran the search, when, and if they exported results

📝 Audit Trail

Configuration changes: who edited what and when

🎯 Key Takeaways