Editing or Deleting a Saved Search

If you have the Publish Search permission, you can edit or delete any saved searches that you own. By default, the creator of a saved search is its owner.

You also can edit saved searches to which you have access, that are owned by other users. If the search owner has checked the Allow Audience to Edit box for a saved search, you can edit it and save it with the same name. If not, you still can edit the search, but you must do a “Save As” to save it with a different name.

Important:

If you create a saved search but do not have the Publish Search permission, the search is automatically marked as Public. Public searches can only be deleted or saved by administrators or users with the Publish Search permission. Consequently, even if you own a saved search, if you do not have the Publish Search permission you can only do a “Save As” to save it with a different name. For more information about administrator access to saved searches, see Administrator Access to Other Users' Saved Searches.

To edit a saved search:

  1. Open a saved search definition page.

    • You can open a saved search by selecting it from a list of saved searches. Lists of saved searches are available at Reports > Saved Searches > All Saved Searches, and at Lists > Search > Saved Searches.

    • You can use global search to find a saved search. In the Search field in the upper right corner, enter the prefix s: and the name of the search, as in the following example:

      s:Custom Lead Search

  2. To delete the saved search, point to Actions, then click Delete, if it is available. (This option will only be available if you are the saved search owner or an account administrator.)

  3. Make changes to the saved search as needed.

    • For information about what you can define for a saved search, see the steps in Defining a Saved Search.

    • If you want to undo changes at any point, click the Reset button.

  4. After you have edited saved search definitions, you can do the following:

    • Click the Preview button to review search results without saving the search definitions.

    • Click the New Template button to create an advanced PDF/HTML template for printing the saved search results. For more information, see Advanced Templates for Printing Saved Search Results

    • Click Save As to save the changed search under a different name.

      • Click Save to save the changed search under the same name. (if available)

      • Click Save & Run to save the changed search and review results. (if available)

      • Click Save & Email to save the changed search and email results to the recipient(s) you set up on the Email, Recipients from Results or Email, Specific Recipients subtabs. (if available)

      • For more details on save options, see Accessing a Saved Search.

    • To create a custom template to use when printing results from this saved search, click New Template. The New Template button is available if advanced PDF/HTML templates are enabled for your organization. For more information about creating a custom template to print results from this saved search, see Advanced Templates for Printing Saved Search Results.

    • If server SuiteScript is enabled, click the Change ID button to change the search ID.

      (NetSuite generates a default ID for each saved search you create. The default ID format is customsearch#. If you are including calls to saved searches in scripts, you may want to change this ID.)

Related Topics

Defining a Saved Search
Selecting Available Filters for Saved Searches
Defining Audiences for Saved Searches
Highlighting Search Results
Marking a Search Inactive
Using a Saved Search as a View
Defining a Saved Search as Preferred Results
Defining a Saved Search as a Preferred Search Form
Using a Saved Search as a Reminder
Using Saved Searches for Customer Center Lists
Change of Sign for Expense Account Amounts in Transaction Saved Searches
Accessing a Saved Search
Administrator Access to Other Users' Saved Searches

General Notices