Creating Custom Saved Searches

You can create saved searches to use with your Planning and Budgeting.

To create a saved search:

  1. Go to Reports > Saved Searches > All Saved Searches > New.

  2. Click the type of search you want to create.

  3. Enter a title for the search.

  4. In the ID field, enter an ID beginning with the prefix _nspbcs_.

  5. Check the Public box.

  6. On the Criteria subtab, add filters.

  7. On the Results subtab, add columns.

  8. Click Save.

You can create saved searches only for records that are supported by SuiteScript. For a complete list of supported records, see SuiteScript Supported Records in the NetSuite Help Center.

For detailed information about defining a saved search, see Defining a Saved Search in the NetSuite Help Center.

Related Topics

NSPB Sync Saved Searches
Customizing NSPB Sync Saved Searches
Creating Custom Saved Searches from NSPB Sync Record Types

General Notices