Custom Saved Searches and formula fields in NetSuite provide powerful tools for creating detailed and dynamic reports. Here’s how to enhance your reporting capabilities:
Creating Custom Saved Searches
- Navigate to Saved Searches: Go to Lists > Search > Saved Searches > New and select the record type for your search.
- Define the Criteria: Set the criteria to filter the records you want to include in the search results. Use standard filters and custom formulas to refine the data.
- Select Result Columns: Choose the fields you want to display in the search results. Arrange the columns to present the data clearly.
- Add Summary Types: Use summary types (e.g., Count, Sum, Average) to aggregate data and provide higher-level insights.
- Save and Run the Search: Save the search and run it to view the results. Adjust the criteria and columns as needed to get the desired output.
Using Formula Fields in Saved Searches
- Add Formula Fields: In the Results tab, click Add Field and select Formula (Text), Formula (Numeric), or Formula (Date) based on the type of calculation you need.
- Define the Formula: Enter the formula using NetSuite’s formula syntax. Reference fields using curly braces (e.g., {amount}).
- Apply Formatting: Format the formula field results for readability, such as adding currency symbols or adjusting decimal places.
- Test and Validate: Run the saved search to ensure the formula fields are calculating correctly and providing the desired insights.
By using custom Saved Searches and formula fields, you can create comprehensive reports that deliver actionable insights and support data-driven decision-making in your organization.