Does the date criteria on a saved search support something like last three months? The “Three months ago (to date)” options I see are only for the month that is three months ago, not all three previous months.

Last rolling quarter, maybe? That sets the date range to 11/1/2019 - 1/31/2020

neither works for last three months to day BUT previous one quarter looks like it might work

Is your saved search always needing to look a that range? Could put the range in a formula on the criteria

That makes sense too. If this fixed parameter doesn’t end up working quite right I’ll definitely look at creating a date formula

This could be of use, at least as a starting point, should you need to go that route http://www.melioza.com/2015/09/netsuite-report-dates.html