ANS-0168 · SAVED SEARCHES & FORMULAS
How to Apply Date Range Filters to Saved Searches on NetSuite Dashboards?
Understand how to access and apply detailed date range filtering for saved search results, even when direct dashboard options are limited.
Short answer
While direct date range inputs may not always appear on NetSuite dashboard portlets, users can leverage available filters on saved searches or click through to the full search results page. On the detailed search page, comprehensive date range filters become accessible, allowing for precise data analysis beyond the dashboard's initial view.
Scenario
Users often seek to apply specific date range filters to saved search results displayed within NetSuite dashboard portlets. The challenge arises when direct 'From' and 'To' date input fields are not immediately visible on the dashboard itself, leading to questions about how to refine the displayed data by a custom date range.
Solution
While direct 'From' and 'To' date range inputs may not be universally available on all dashboard portlets, NetSuite saved searches can be configured with 'available filters' that include date ranges. Dashboard portlets often display relative date options (e.g., 'last month', 'this month', 'two months ago') for selection.To access more granular date range filtering, users should navigate directly to the full saved search results. On the dashboard, a saved search portlet typically displays a summary count of results. Clicking this summary count will navigate the user to the full saved search results page, where more comprehensive date range filters can be applied. This allows for precise data analysis beyond the initial dashboard view.
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