Persisting Search Results


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 recreate your existing saved searches to workbooks, see the following topics:

Persisting search results enables you to run saved searches asynchronously, for up to 3 hours, saving search results in a CSV file. This capability is useful for searches across high volumes of data that could possibly return a timeout.

The results for each search are saved in a CSV file that is available for 7 days. Results are deleted after this time period. When a search has a Pending status for 24 hours, its status changes to Failed. When a search has a Failed status, you can try to persist the search again. The available statuses are:

To persist search results:

  1. Go to Reports > Saved Searches > All Saved Searches to view the Saved Searches list page.

  2. Click Persist (CSV) for the search.

    When you click Persist (CSV), a Search Results page displays the status of the search running in the background.

    Persist (CSV) link on the Persist Results subtab.

    When search execution is complete, a download link for a CSV file of the results is available on the Search Results page. You can also access this page by clicking the new Reports > Scheduled Searches > Search Results link.

    Pending status

Persisting Search Results for Non-Administrator Users

Administrators may enable other users with non-administrative roles to persist searches.

To allow a role to persist searches:

  1. Go to Setup > Users/Roles > Manage Roles and click the custom role for users whom you want to enable to persist search results.

  2. Click Edit to modify the role settings.

  3. On the Permissions tab, click Lists.

  4. Choose Persist Search from the bottom of the dropdown list and click Add.

  5. Click Save.

If you want to enable selected users to persist searches, you can add the Persist Search permission to their global permissions. To learn how to assign a global permission, see Using the Global Permissions Feature.

Related Topics

Running Searches
Searchable Record Types
Defining a Simple Search
Defining an Advanced Search
Formulas in Search
Exporting Search Results
Emailing Search Results
Permissions for Searches
Popup Searches
Personalizing a Search Form
Mass Changes or Updates

General Notices