Adam Weaver
10/09/2024, 4:20 PMCeligo AI
10/09/2024, 4:20 PMAI generated answer (using internal Slack threads):Saved searches in NetSuite are a powerful tool for creating custom reports and data views. Here's a general guide on how to use saved searches for reporting: 1. Navigate to the Saved Searches Page: Go to Reports > Saved Searches > All Saved Searches. Here you can see all the saved searches that have been created. 2. Create a New Saved Search: Click on "New Saved Search". You will be prompted to select the type of record for which you want to create the search. 3. Define the Search Criteria: On the "Criteria" tab, you can specify the conditions that the records must meet to be included in the search results. You can add multiple conditions and group them using AND/OR operators. 4. Specify the Results Columns: On the "Results" tab, you can choose which fields you want to display in the search results. You can also define custom formulas for calculated fields. 5. Save and Run the Search: Once you've defined the search criteria and results columns, you can save the search and run it to view the results. To convert a report to a saved search, you would need to manually recreate the report as a saved search. Open the report in edit mode, evaluate the components that make up the report, and attempt to reproduce it via saved search. Validate the results by checking the two against each other. Please note that reports are typically used for line-level data, while saved searches can provide a more flexible and customizable way to view your data. ****** 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
10/09/2024, 4:20 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
10/09/2024, 4:20 PM