Customizing NSPB Sync Saved Searches

You can use the NSPB Sync saved searches included in the SuiteApp. If you need to customize an NSPB Sync saved search to better suit your needs, make sure you customize it properly in NetSuite.

To customize a saved search:

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

  2. Click Edit next to a saved search of your choice.

  3. Change the saved search title.

  4. Click Save As.

    This creates a copy of the saved search.

  5. On the Saved Searches page, click Edit next to the new saved search.

  6. Verify that the saved search is public.

  7. To change the search ID, click Change ID.

    Important:

    Saved searches the IDs of which begin with customsearch_nspbcs are available in the RESTlet. The saved search ID cannot begin with customsearch_nspbcs_req.

  8. On the Criteria subtab, add or remove filters.

  9. On the Results subtab, add or remove columns.

    Note:

    When you enter a value in the Summary Type column, and then run the saved search in NetSuite, the Total row appears at the bottom of the saved search result. This Total row is excluded from CSV files that are exported to your Planning and Budgeting with Import Data/Metadata jobs.

  10. Click Save.

Related Topics

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

General Notices