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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