Hi everyone! I'm new with NetSuite... I have a req...
# generalf
Francisco
04/09/2024, 3:44 PMHi everyone! I'm new with NetSuite... I have a request to generate some reports but I find odd that I can't seem to be able to make a filter be "this OR that" value? how can I add a filter like that? I saw this on google: https://stackoverflow.com/questions/21640582/netsuite-and-or-filter
But I don't see the Advanced Search on my NetSuite, nor the List-->Search-->Saved Search option or where can I use the SQL OR in formula.
I want to filter by Lead Date where is Empty or Lead Date < 1/1/2024
j
jen
04/09/2024, 3:53 PMYou need to tick the Use Expressions checkbox
jen
04/09/2024, 3:53 PMjen
04/09/2024, 3:53 PMthen you get parentheses, NOT and AND/OR options
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Francisco
04/09/2024, 3:54 PMI'm not seeing that section... where should I found it on my report customization?
Francisco
04/09/2024, 3:55 PMcould it be the license I have or the permissions my user has?
j
jen
04/09/2024, 3:55 PMAre you making a Saved Search?
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Francisco
04/09/2024, 3:55 PMno, using a "regular" report
Francisco
04/09/2024, 3:55 PMI can't seem to find the Saved Searches section either to create one
j
jen
04/09/2024, 3:56 PMask your admin to check your permissions then
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Francisco
04/09/2024, 3:56 PMWhat permissions should I need? admin rights?
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jen
04/09/2024, 3:56 PMdo you get anything in global search bar if you type “new saved search”
jen
04/09/2024, 3:56 PMyou don’t need admin to create saved searches
jen
04/09/2024, 3:57 PMjen
04/09/2024, 3:58 PMI recommend having a read through the documentation, most of your answers you will find there
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Francisco
04/09/2024, 3:59 PMthanks! is just so overwhelming because it's really different than other tools I have used (salesforce)
Francisco
04/09/2024, 3:59 PMI was able to find saved searches
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jen
04/09/2024, 4:02 PMSaved searches take a little while to learn but I’m sure you’ll be an expert in no time
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Francisco
04/09/2024, 4:04 PMthanks again!