How do I do to save a search for future usage ?
# ask-stanley-ai
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How do I do to save a search for future usage ?
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AI generated answer (using internal Slack threads):
To save a search for future usage in NetSuite, you can follow these steps: 1. After creating your search, click on the 'Save' button at the top of the search page. This will open a pop-up window. 2. In the pop-up window, you can name your search and set other options like 'Public' (if you want other users to be able to use this search) and 'Available as Dashboard View' (if you want this search to be available as a view on your dashboard). 3. Click 'Save' in the pop-up window to save your search. You can then access your saved search in the future by going to 'Reports' > 'Saved Searches' > 'All Saved Searches' and selecting your saved search from the list. If you want to document a saved search for later use on a different account, you can use the 'Unrolled View' feature. On the far right of the subtab panel, there is a button to switch on 'Unrolled View'. This will expand all the subtabs and then you can print the page as a PDF. If you want to store the results of a saved search at the end of each day, you can use a scheduled script to save the file in the file cabinet. You can also use third-party tools like Celigo's CloudExtend Excel Analytics for NetSuite to put the search on a schedule directly from a Microsoft add-in that resides in Excel. ****** 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: 0.823357463
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820635319
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818621218
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