1. SuiteAnalytics
  2. Search
  3. Saved Searches
  4. Defining a Saved Search
  5. Editing or Deleting a Saved Search

Editing or Deleting a Saved Search

If you have the Publish Search permission, you can edit or delete any saved searches that you own. The creator is the owner by default.

You also can edit saved searches you have access to that are owned by other users. If the Allow Audience to Edit box is checked, you can save changes with the same name. If not, use Save As to save it with a new name.

Important:

Only administrators or users with the Publish Search permission can delete or save public searches. So, even if you own a saved search, you can only Save As with a new name unless you have the right permission. For more information, see Administrator Access to Other Users' Saved Searches.

To edit a saved search:

  1. Open a saved search.

    • Select 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.

    • Use global search. Type s: and the search name in the Search field, for example:

      s:Custom Lead Search

  2. To delete it, hover over Actions at the bottom of the page, then click Delete. This option is available only if you are its owner or an account administrator.

  3. Make any changes you need to the saved search.

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

    • To undo changes, click Reset.

  4. After editing, you can:

    • Click Preview to see search results without saving the definitions.

    • Click New Template to create a custom PDF/HTML template for printing the results. For more information, see Advanced Templates for Printing Saved Search Results

    • Click Save As to save the search with a new name.

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

      • Click Save & Run to save it and see the results. (if available)

      • Click Save & Email to save it and email the results to the recipients you set up on the Recipients from Results or Specific Recipients sublists in the Email subtab. (if available)

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

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

    • If server SuiteScript is enabled, click Change ID to change the search ID. NetSuite generates a default ID for each saved search, its format is customsearch#. If you are including calls to saved searches in scripts, you may want to change this ID.

Related Topics

General Notices