Search Overview
NetSuite provides a variety of search tools that you can use to retrieve real-time data from your account. You can search for a single record by keywords, return a set of records that match filters you define, customize the display of search results, export results to other applications, email results to other users, and save search definitions for reuse.
Use the following methods to quickly find specific records:
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Global Search. You can enter keywords in the Search field, located at the top of every NetSuite page, to search your entire account for matching records. Prefix your keywords with the first few letters of a record type and a colon to narrow results. See Global Search.
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Quick Find Links. You can click a Quick Find icon in the header of many individual records to quickly find a record of the same type. See Quick Find.
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Quick Search Portlet. You can add a portlet to your dashboard, where you can enter keywords to return records with matching names or IDs. See Quick Search Portlet.
Use the following methods to return a set of records of a selected type, with values that match filters you have defined.
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Simple Search. To run a simple search, go to Reports > New Search and choose the type of records you want to find. On the search page that opens, you can filter retrieved records by one or more field values. See Defining a Simple Search.
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Advanced Search. You can shift to advanced search mode by checking the Use Advanced Search box on a search page. On this page, you can filter records by formulas containing SQL expressions, and by join field values in related records, and you can sort results and group them into summary calculations. See Defining an Advanced Search.
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You can save simple and advanced search results to a .csv, .xls, or .pdf file, and include these results in email messages. See:
Use Saved Search to save a search definition that you and other users can run repeatedly for dynamically updated results. See Defining a Saved Search. Saved search includes all of the functions of advanced search, and more, including the following:
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Automatic, customized emails of saved search results. You can designate saved search results to be emailed to users at regularly scheduled intervals or when results change. See Saved Search Email.
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Display of saved search results in dashboard portlets. You can define saved searches as custom key performance indicators so that summary values are available for display in Key Performance Indicators, KPI Scorecard, KPI Meter, and trend graph portlets. You also can display saved search results columns in custom search portlets. See Custom KPIs.
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Display of saved search performance details in the Search Performance Analysis dashboard. If you have the Application Performance Management SuiteApp installed in your account, you can use the Search Performance Analysis dashboard to view saved search performance details. See Analyzing Search Performance.
The system maintains a rolling log of saved search execution information, that is maintained for 60 days.