Define the Purpose of the Search
Before creating a saved search, it is essential to define the purpose of the search. What is the information you are looking for? What are the fields and filters you need to include in the search? Defining the purpose of the search will help you create a more accurate and efficient search.
Use Simple Filters
When creating saved searches in NetSuite, it is essential to use simple filters. Simple filters including AND and OR operators and can be grouped using parentheses. Complex filters, on the other hand, use operators such as NOT, IN, BETWEEN, and CONTAINS, and can quickly become convoluted and hard to manage.
Limit the Number of Criteria
To create an efficient saved search, limiting the number of criteria used in the search is crucial. The more criteria you add to the search, the more time it will take to execute the search. Try to keep the number of criteria minimum and use simple filters to create a more efficient search.
Choose the Right Record Type
When creating a saved search, it is vital to choose the correct record type. Different record types have different fields and filters available, and choosing the wrong record type can result in an inaccurate or inefficient search. Make sure to choose the record type that contains the information you need to retrieve.
Use Joins Sparingly
Joins are used to link records together in a saved search. While joins can be helpful in creating more complex searches, they can also slow down the search execution time. It is essential to use joins sparingly and only when necessary.
Use Summary Types
NetSuite provides several summary types that can be used to summarize data in a saved search. Using summary types can help to reduce the number of results returned and make the search more efficient. Some of the common summary types include SUM, COUNT, AVERAGE, and MIN/MAX.
Optimize the Search
After creating a saved search, optimizing the search to improve its efficiency is essential. Optimization can involve adding indexes to the fields used in the search, using summary types to reduce the number of results returned, and limiting the number of criteria used in the search.
Test the Search
Before using the saved search, it is crucial to test the search to ensure it is accurate and efficient. Testing can involve running the search with different criteria, checking the results for accuracy, and measuring the search execution time. Testing can help to identify any issues with the search and allow for improvements to be made.