NetSuite Admin Tip | Track Current Month’s Sales Orders by User Using Saved Search

Pratik Teredesai-Oracle

As an administrator, you know that saved searches are a powerful feature for gaining insights, automating reports, and enhancing workflows. Mastering them can save time, reduce manual work, and provide your team with vital data. Whether you're tracking sales, inventory, or financials, here’s how to create a saved search for Sales Orders that dynamically displays results created this month by the logged-in user—offering real-time, personalized visibility.

Steps to Create the Saved Search 

1. Go to Lists > Search > Saved Searches > New  
2. Select Record Type : Eg. Choose Transaction as the record type. 
3. Enter a Title like “Sales Orders - Current Month by Current User”. 
4. Optionally, set a Search ID (e.g., “customsearch_salesorder_currentmonth”). 
5. Define Criteria with Dynamic Filters 
   1. In the Criteria tab, add: 
   2. Type: Set to “is Sales Order”. 
   3. Date Created: Set to “is within” > “this month”. 
   4. Created By: Set to “is” = “Mine”
      
6. In the Results tab, add fields like Transaction Number, Date Created, Created By, Customer, and Amount. 
   1. Sort by “Date Created” (descending). 
7. Save and Test 
8. Click Save & Run to view results. 
   

Confirm results show only Sales Orders from the current month by the logged-in user. 

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