NetSuite SuiteAnalytics Training: Performing and Saving Searches

Duration: 2 hours

  • Performing Searches
    • Searchable Record Types
    • Defining a Simple Search
    • Using Formulas in Search
    • Exporting Search Results
    • Persisting Search Results
    • Emailing Search Results
    • Permissions for Searches
    • Popup Searches
    • Personalizing a Search Form
    • Making Mass Changes or Updates
      • Defining a Mass Update
      • Scheduling a Mass Update
      • Available Mass Updates
      • Performing Mass Deletes
    • Auditing Data Changes
      • Searching System Notes
      • Viewing an Audit Trail for a Record Type
      • Searching for Deleted Records
  • Using Saved Searches
    • Defining a Saved Search
      • Selecting Available Filters for Saved Searches
      • Defining Audiences for Saved Searches
      • Mark a Search Inactive
      • Editing or Deleting a Saved Search
      • Using a Saved Search as a View
      • Using a Saved Search as a Reminder
      • Using Saved Searches for Customer Center Lists
    • Sending Saved Search Email
      • Enabling Saved Search Scheduled Email
      • Enabling Saved Search Email Alerts
      • Setting User Preferences to Receive Saved Search Alerts
      • Defining Sender & Recipients for Saved Search Email
      • Customizing Saved Search Email Content
      • Sending Summarized vs. Single-Record Results
    • Accessing a Saved Search
    • Display Saved Search Results on Dashboard
    • Audit Trail for Saved Searches, Reports and Schedules

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