Sharon Brown
10/07/2024, 4:46 PMCeligo AI
10/07/2024, 4:46 PMAI generated answer (using internal Slack threads):In NetSuite, to limit a saved search to a specific period, you need to set it in the criteria using the "Period" field. There's a dynamic dropdown and just to the right of that box there's a second dropdown box to select a specific period. If you need a custom range in a saved search (e.g. Feb 2024 through April 2024) you just have to do that via expression criteria. I.e. Period = Feb 2024 OR Period = Mar 2024 OR Period = April 2024. However, dynamic period ranges are a limitation of saved searches. You have to build it using expression logic or use SuiteAnalytics Workbook. In SuiteAnalytics Workbook, you can select a selected range/set there. Just hit the values tab and you can click away on whatever selection of periods you want. When exporting a saved search result, the Posting Period column is automatically converted to a different format. This is really an Excel issue, as it's Excel that's reformatting it when you open in Excel, not NetSuite's export. You can select the column, right click and select Format cells. Select Custom and set to the desired format (e.g. "MMM YYYY"). If you have multiple saved searches, you could add the period as a selection filter on the output (on the top) and users just run it as it, select time period needed from filter and then export it for use. This would reduce the need for multiple saved searches and make it easier for users. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
10/07/2024, 4:46 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82784462
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827173352
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.824607134
Celigo AI
10/07/2024, 4:46 PM