How Saved Search Works in NetSuite (With Example)

NetSuite’s **Saved Search** feature allows users to create, customize, and reuse advanced searches for transactions, records, or reports. Unlike Global Search (which is quick and broad), Saved Searches provide **filtered, structured results** based on specific criteria.

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## **How Does Saved Search Work?**

1. **Create a Search** – Define filters (e.g., date range, status, customer).

2. **Save It for Future Use** – Avoid recreating the same search repeatedly.

3. **Run & Export Results** – Execute the search anytime and export data if needed.

### **Example: Finding All Overdue Invoices**

Let’s say you need a list of all unpaid invoices past their due date.

#### **Steps to Create a Saved Search:**

1. Go to **Lists > Search > Saved Searches > New**.

2. Select **Transaction** as the record type.

3. Under **Filters**, set:

- **Type = Invoice**

- **Status = Unpaid**

- **Due Date = Before Today**

4. (Optional) Add columns like **Customer Name, Amount Due, Due Date**.

5. Click **Save & Name It** (e.g., "Overdue Invoices – July 2024").

#### **How to Use the Saved Search Later:**

- Go to **Lists > Search > Saved Searches** and select your search.

- NetSuite displays **only unpaid, overdue invoices**—no manual filtering needed!

- Export to Excel or schedule automatic email alerts.

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### **Key Benefits of Saved Search**

✔ **Saves Time** – No need to re-enter filters.

✔ **Customizable** – Add formulas, summaries, and sorting.

✔ **Shareable** – Grant access to other teams (e.g., Finance, Sales).

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### **Conclusion**

Saved Searches in NetSuite help businesses quickly access **filtered, actionable data**—like overdue invoices, top customers, or low-stock items. Once set up, they streamline reporting and decision-making.

**Need help creating a specific Saved Search?** Let me know your use case!