Simple and Advanced Searches
You can use SuiteAnalytics Workbook to query your NetSuite data using the analytics data source, which offers advanced query capabilities. For more information about SuiteAnalytics Workbook and how you can turn your existing saved searches into workbooks, see the following topics:
You can use NetSuite search pages to set up advanced filters and change the format of your results. Each search page is designed for a specific record type. You can access the search pages from a large number of menu links, for example, the general search links on the Reports tab or subject area-specific links on other tabs.
Each search page gives you two options:
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Simple search, where you can enter one or more field values to filter your results. See Defining a Simple Search.
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Advanced search, where you can add more filters, use formulas with SQL expressions, filter by related records, set sort order, and group results with summary calculations that you can use as filters. See Defining an Advanced Search.
When you click a search link, the page that opens—simple or advanced—is the one you used last for that record type. If a simple search opens and you want to switch to advanced, check the Use Advanced Search box. If an advanced search opens and you want to switch to simple, clear the Use Advanced Search box.
Click the Create Saved Search button on any simple or advanced search page to open a saved search page, where you can save your search to use again. Saved searches include everything advanced searches do and more. For example, you can send automatic emails with results and get summaries of results as KPIs in dashboard portlets. For more information, see Saved Searches.
Your account administrator gives you search permissions and access by record type so you can run searches. Your search permissions determine if you can email, export, and persist search results. For more information, see Permissions for Searches.
If your saved search takes a long time to run, consider setting up a scheduled email or persisting search results. For more details, see Enabling Saved Search Scheduled Email and Persisting Search Results.
If you can't edit a field inline in your search results, this could mean the field is on a subtab that's hidden on the form. In this case, you need to show the subtab on the form or move the field to a visible subtab. For more information, see Configuring Subtabs for Custom Entry and Transaction Forms.
For a list of record types that can be searched, see Searchable Record Types.
You can open a popup search page from select menus in records. This opens a simple or advanced search in a new window, but it doesn't have all the buttons available on other search pages. For more information, see Popup Searches.