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NSC | Extract Estimate Records on Opportunities Saved Search
For data analysis and performance tracking, most companies track estimates in the opportunity record. Below are the steps on how to create a saved search that includes estimates.
1. Navigate to Lists > Search > Saved Searches > New > Select Opportunity.
2. In the Results tab > Columns subtab
3. Select Estimate Fields...
4. Select the required Estimate Fields
Example:
5. Click Add
6. Click Save & Run
Sample output:
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Michelle Jabanes | NetSuite Support Community Administrator