- Web queries allow admins to share many reports with colleagues that don’t have a NetSuite license. Navigate to the Report, click Customize and under the More Options tab, click the box for Allow Web Query. You can export the report to Excel and, once saved, the report will refresh with the latest data every time you open it. Note: this does not work for reports with the Financial Statement Layout.
- Set up an audit trail custom search by creating a new saved search and selecting Analytics Audit Trail as the search type. The results will show who made any changes to records in a certain time period.
- To see a list of who deleted what records and when, start a new saved search and select Deleted Record as the search type.
- You can also delete multiple records at once by going to Lists > Relationships > Customers. Make sure Edit is enabled at the top of the screen, then hold the CTRL key and select all the lines you want to delete. After that, hover over the New column on the far left and select Delete Record.