Publishing Saved Searches to SCIS Users

As an administrator, you can share information with employees about day to day business operations by defining a saved search for display in the SCIS User Menu. For example, you might share a list of customers who were in the store this week, or inventory that is out of stock. Sales associates can click a Saved Search link in the User Menu, and then view report data organized in a way that makes sense for your organization.

To define a saved search that displays on sales associates’ User Menu, create a saved search, and then select the saved search on the SCIS Settings record. The SCIS Settings record defines the audience of sales associates who can access the saved search.

Note:

The number of results returned from a saved search can impact performance. Saved searches that return more than 1,000 rows may not display properly.

To publish a saved search to the User Menu in SCIS:

1. Create a saved search.

   1. Go to Reports > All Saved Searches.

   2. You can copy and then modify an existing SCIS saved search, or create a new one. The most common modifications are adding and removing values on the Criteria subtab, and changing values on the Results subtab.

      Note:

      Saved searches installed with SCIS are locked. To modify any of the saved searches you must first make a copy, and then make changes to your copy.

   3. Be sure to check the Public box so others can view the report in NetSuite. Set other check boxes on the form as needed.

   4. Change the values on saved search subtabs as needed.

   5. Click Save As.

2. Go to Customization > Lists, Records, & Fields > Record Types.

3. Find SCIS Settings in the list, and then click List in that row.

4. Click Edit next to an SCIS Settings record.

5. Select one or more saved searches in the SCIS Saved Searches list.

6. Click Save.

The saved search will display in the User Menu depending on the settings for SCIS Location, Subsidiary, and Website that exist on the SCIS Settings record. Sales associates whose employee records match the same criteria as the SCIS Settings record are able to view the saved search.

Related Topics

Login and User Menu

Viewing a Saved Search in the SCIS User Menu

General Notices