Can I use saved search to pull all data up to a pe...
# ask-stanley-ai
m
Can I use saved search to pull all data up to a period?
c
AI generated answer (using internal Slack threads):
Yes, you can use a saved search to pull all data up to a specific period in NetSuite. However, the process is not as straightforward as it might seem. 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. Unfortunately, dynamic period ranges are a limitation of saved searches. You just have to build it using expression logic. Or use SuiteAnalytics Workbook. If you want to pull all the data between two periods, you can set the start and end period for the date criteria. However, if you're having trouble with this, you might need to use expression logic to build your criteria. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846417785
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845337927
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.839647412
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