Saved searches in NetSuite can be powerful, but getting dynamic, date-driven views like the one in your screenshot can sometimes be tricky—especially when you're trying to mimic a report-style layout with totals or multiple joins.
This is actually one of the common cases where
SuiteReport really shines. It lets you connect live NetSuite data directly into Excel, apply custom date ranges, and ask questions in plain English like:
"Show me total sales by customer between Jan 1 and Mar 31."
You get real-time answers without writing a saved search, and everything stays secure and role-based. Happy to share a demo or walk you through how others are handling similar reporting needs!
https://suitereport.ai/