Kolleno Solutions
Kolleno Payments
🚨 Problem: Creating detailed and specific reports in NetSuite can be challenging, especially when needing to filter through large sets of data. This tutorial will guide you through creating a complex search that can serve as a custom report.
Steps to Create a Complex Search
- Navigate to Reports:
- 📂 Go to the menu bar and select Reports > New Search.
- Choose Record Type:
- 📋 Select the record type you need for your search. For most cases, “Transaction” is a common choice.
- Click on “Transaction” to proceed.
- Set Filters:
- 🧩 You will see a screen with all possible fields available on the transaction record.
- Example Filter: Choose “Amount” and set it to filter for transactions greater than 1,000.
- ➕ Add as many filters as needed by selecting fields one after the other.
- Submit the Search:
- 💾 Once you have set your filters, click “Submit” to run the search.
- Review Results:
- 📊 Check the results to ensure the data looks correct. You should see transactions above the specified amount (e.g., 1,000).
- Save the Search:
- 🖊️ If you are satisfied with the results, save the search.
- Name the Search: Give it a descriptive name, such as “Transactions Above 1000.”
- Click “Save.”
- Access Saved Searches:
- 🔍 To find your saved search, use the global search bar. Type the name of your search, e.g.,
transactions: 1000. - Alternative Access: Go to Reports > Saved Searches > All Saved Searches.
- 📅 Sort by “Last Run” to find your most recent searches at the top.
- 🔍 To find your saved search, use the global search bar. Type the name of your search, e.g.,
Tips for Efficient Searches
- Using Search Prefixes:
- 🔎 Utilize search prefixes in the global search bar for quick access to saved searches and records.
- Customization:
- 🛠️ Customize your filters and fields based on the specific needs of your report for more precise data.
Final Thoughts
Creating a complex search in NetSuite is a straightforward process that allows you to generate detailed custom reports. By following these steps, you can efficiently filter and save important data, enhancing your reporting capabilities.
