Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
NetSuite Admin Tip | Track Current Month’s Sales Orders by User Using Saved Search
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
- Go to Lists > Search > Saved Searches > New
- Select Record Type : Eg. Choose Transaction as the record type.
- Enter a Title like “Sales Orders - Current Month by Current User”.
Tagged:
0