Course curriculum

    1. Introduction

    1. Internal IDs

    2. Header vs. Line level data

    3. Reports vs. Financial Reports vs. Saved Searches

    4. System Notes

    5. Common saved search fields in NetSuite

    6. NetSuite Saved Search Field Filter Extension

    7. Next steps

    1. How to create a saved search

    2. Posting transaction saved search overview

    3. Saved search criteria overview

    4. Saved search results overview

    5. Using summary type to enhance saved search results

    6. Saved search permissions

    7. Posting Transaction Saved Search

    1. Overview

    2. Criteria

    3. Results

    4. Automating search distribution

    5. Next steps - account segment saved search

    1. Midpoint check-in

    1. Building a Customer Saved Search

    2. Preparing the CSV file to update Customer records

    3. Update customer records with the CSV import tool

About this course

  • $50.00
  • 26 lessons
  • 1.5 hours of video content

Get more from your NetSuite data with saved searches

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