Robert Nedelkow-Oracle · Oracle NetSuite Community Manager · Admin

Marty Zigman provides a good example on his blog. The capacity is well documented in NetSuite Help and I am providing a reference here for your quick reading. Basically, start with a NetSuite Saved Search with the detailed results you want when you drill down. Then, only summarize the fields you want to display in your…

AmandaFlynn, I looked at your case and a defect has not been filed yet so I'll follow up with the rep on this. My take is they want to rule out related settings that may impact the email schedule. A couple of reasons for Support's suggestion: [LIST] [*]Users who subscribe to saved search alerts are added to the Specific…

Yes, I see what you mean. The Drill Down Fields are specifically set for viewing search results externally, either by publishing the search to your website or via a presentation tab (intranet). For example, you could add fields you would like displayed when a customer viewing search results on your Web or intranet site…

Thanks AmandaFlynn, all cases previously attached to 517767 were moved to 511135. Please reference Defect 511135 when contacting Support.

This issue has a target fix date of 12/06/18.

For searches, try the following: 1. Navigate to Lists > Search > Saved Searches > New. 2. Select Saved Search for the Search Type. 3. Under the Results tab add the following fields: [LIST] [*]Title [*]SearchSchedule Fields...: Recipient [/LIST]4. Click Save & Run. Note: This search shows the Recipient's name under the…

This topic includes a few sample expressions: [LIST] [*]Present week sum and count CASE WHEN ({trandate} >= TRUNC({today},'W') and {trandate} <= NEXT_DAY({today},'SATURDAY')) THEN {amount} ELSE 0 END CASE WHEN ({trandate} >= TRUNC({today},'W') and {trandate} <= NEXT_DAY({today},'SATURDAY')) THEN 1 else 0 END A week ago sum…

Unfortunately, I don't see the equivalent filter for SearchSchedule Fields... in the report search type. I found a related feature request that may be included in a future release, however no eta is available. You can vote for it in SuiteIdeas or submit an online case and Support will attach your case to it. Enhancement…

We have a similar request in Enhancement 246817 : Search / Reports > Add audit trail (system notes) entry showing when the Saved Search or Custom Report was executed.

You can try the Saved Search Execution Log at: [LIST=1] [*]Go to Reports > Saved Searches > All Saved Searches. [*]Click Edit next to the required saved search. [*]Click the Execution Log subtab. [/LIST] You must be an administrator or have at least Create level of the Publish Search permission to view it.

Hi Kathy, I would contact Support to investigate this further. Reports that run beyond 3 minutes during peak hours are automatically disabled and the primary email recipient should be notified by email that the report has timed-out. Timed-out reports will not run again until they have been either edited, to make them run…

Support filed Enhancement 246834 for Mass Update > Change the Owner of Saved Searches. In order to change the owner of a saved search, a user must have Administrator access to the account. Full Access role and all other standard/custom roles do not have the capability to change the owner.

Different actions on saved searches can be tracked using Analytics Audit Trail: 1. Lists > Search > Saved Searches > New. 2. Select Analytics Audit Trail as type of search 3. Criteria tab: - Select Record Type = Search - Record Action = Delete 4. Modify Columns on Results subtab 5. Run Note: Results will not return the…

Try the following criteria in a "saved search" search: 1. Navigate to Lists > Search > Saved Searches > New 2. Select Saved Search for the Search Type 3. Under the Criteria > Standard subtab add the filter Formula (Text) 4. Set the following options: Filter = Formula (Text) Description = is John Doe (example) Formula =…

The SuiteAnalytics Connect feature was formerly called ODBC Connections for Advanced Reporting. When enabled, the Connect Service enables your business to archive, analyze, and report on its data using a third-party tool or any custom built application, all while using a Windows or Linux operating system. If you enable the…

You should be able to get this in an item saved search: 1. Criteria: a. Transaction fields...Type=None of : Cash Sales, Invoice, Item Fulfillment b. Transaction fields...Date = Use a relative date range or pre-defined range c. Transaction fields...Location = add locations if needed 2. Results tab: all fields required, like…

The Saved Search page allows you to filter all searches by Available as List View and Send Scheduled Emails. Go to Lists > Search > Saved Searches to view the list page. Click the Use dropdown to filter for List Views and click the Scheduled dropdown to select Yes or No. These filters should give you all the combinations…

Can you include your formula here?

Hi Steve, this feature is not available at the moment but you can vote for Enhancement 172623: Lists > Search > Saved Searches > Provide a description, memo or comments field on the saved search record to identify what the search is intended for and how to use it (similar to description field on saved reports)

I don't see the picture. :( How about now? [ATTACH=CONFIG]n287842[/ATTACH]

PS: I have an additional enhancement request you may also be interested in. How about a bald-guy avatar for the forums? Just a thought. Thanks for the suggestion Mark. Is this better? [ATTACH=CONFIG]temp_98_1403620334253_873[/ATTACH]

Currently, when the Show Internal IDs preference is checked, the search will include the Internal ID column by default, even if that field isn't explicitly included in your results.

A similar report is available in SuiteAnswers Answer ID: 27113. Create a Comparative Inventory Report for On Hand and Value. 

We can't restrict this behaviour to specific searches at this time. Unchecking the Show Internal IDs user preference removes the internal id column from all searches.

You can view the Saved Searches list page, which includes the following columns: •Last Run By: displays the user who last executed the saved search •Last Run On: displays the date and time of execution. Thanks,

An Employee search using the Roles...join fields appears to return all permissions assigned, without distinguishing the which are global permissions. We are tracking this in Enhancement Request 200544 - Lists>Search>Saved Search>Employee>Expose Global Permissions on Criteria and Results tab. Thanks,

Hi Brett, The "Role fields..." join on an employee search includes Role : Permission, Role: Permission Change, Role: Permission Change Date, and Role: Permission Change Level. Thanks,

Here's a search to Generate First Sales Order per Customer 1. Navigate to Reports> Saved Searches> All Saved Searches> New 2. Select Transaction as search type 3. Assign a name on the Search Title field 4. On the Criteria tab> Standard subtab> Filter column, add the following: a. Type is any of Sales Order b. Main Line is…

A similar solution was posted in the thread titled, Filter Saved Search by Custom Form. It looks for the custom case form but may work for custom records as well. Thanks,

I understand how to find the YTD sales in a seperate search. But I need to include this, on a customer by customer basis, in a customer search that is also displaying other data. Or are you saying to do it as a transaction search and choose all those other fields for display purposes? Duh! Thanks I think that is what Felix…