ANS-0914 · ROLES, PERMISSIONS & SECURITY
How to Access and Utilize Saved Searches in NetSuite?
Learn the correct navigation paths to efficiently locate and execute saved searches within your NetSuite environment.
Short answer
To access saved searches in NetSuite, navigate to Reports > Saved Searches > All Saved Searches. Alternatively, you can find them under Lists > Search > Saved Searches. These paths allow users to view, edit, or create new saved searches, ensuring efficient data retrieval and reporting across various roles and permissions.
Scenario
Users often need to locate and execute specific saved searches to retrieve critical data or generate reports within NetSuite. Understanding the correct navigation path is essential for efficiently accessing these powerful data analysis tools, especially when managing various roles and their associated permissions.
Solution
To access and manage saved searches within NetSuite, users can follow these primary navigation paths:
To view and execute existing saved searches:
Reports > Saved Searches > All Saved SearchesLists > Search > Saved Searches
To create a new saved search:
Reports > Saved Searches > All Saved Searches > New
These paths ensure that users can efficiently locate, run, and define custom searches based on their assigned roles and permissions.
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