Accessing a Saved Search

Note:

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:

To find a saved search:

You can run a saved search and view its results if:

Note:

When you run a saved search with the Advanced Employee Permissions feature enabled some fields are hidden depending on what your role has access to. Additionally, if you do not have access to a field used in a saved search criteria filter, the search results will not consider the criteria filter. Please contact your administrator to change what you are permitted to view. For more information about this feature, see Advanced Employee Permissions.

You can edit a saved search if:

You also need general search permissions, and permissions for specific record types, to access saved searches. For information about general permissions required to access saved searches, see Permissions for Searches.

Note:

Account administrators have greater access than other users to saved searches. For information, see Administrator Access to Other Users' Saved Searches.

After you have accessed a saved search page by clicking a menu link or Edit on a saved searches list page, you can:

If you are the saved search's owner, or the Allow Audience to Edit box has been checked, you can:

If you are not the saved search's owner, and the Allow Audience to Edit box has not been checked, you can click the Save As button to save the search with a different name.

Related Topics

Saved Searches
Defining a Saved Search
Saved Search Email
Audit Trail for Saved Searches, Reports and Schedules
Translations for Saved Searches
Displaying Saved Search Results on Your Dashboard
Saved Search Examples

General Notices