1. THE POWER OF SEARCH ERP TUESDAYS

2. SEARCH
NetSuite offers powerful and
easy-to-use search tools.
NetSuite allows you to store
many different kinds of data in
one system.
NetSuite’s search capabilities
allow you to compile all of this
data for integrated analysis.

3. NETSUITE’S SEARCH AND ANALYSIS
TOOLS PROVIDE A RANGE OF
FUNCTIONS FOR YOU TO ACCESS THE
INFORMATION REQUIRED TO RUN
YOUR BUSINESS.These tools include:
• Simple methods you can use to immediately open the record you need.
• Powerful definition tools you can use to return your desired set of records
in your
desired format, that you can share with other users.
• Key performance indicators that roll up summaries of report and search
results to be
displayed on your dashboard.
• Complex scorecards that allow you construct sophisticated business
analysis based on
report and search results.

4. FINDING RECORDS
The following quick retrieval tools are available:
• A Search field appears in the upper right corner of each NetSuite page. You
can enter
keywords here to search your entire NetSuite account. This field is referred
to as
Global Search.
• Many NetSuite pages, including transaction records, and some lists of
records, include
a Quick Find icon in the header that you can click to search for other records
of the
same type.
• You can add a Quick Search portlet to your home page dashboard and to

5. TIPS FOR EFFECTIVE GLOBAL
SEARCHES
To enhance the effectiveness of global search, you can do the following:
• Use search prefixes. Narrow the search to records of one type by adding a
prefix to the
search string
• Enter cu:max or cu^max to search for customers with records containing
the letters max.
• Search for multiple text strings at once. You can use OR as a separator in
keywords, in order to search for multiple text strings.
• Include inactive records. Append a + to your keywords to include inactive
records in a global search.

6. SHORTCUTS
cam Campaign
cash Cash Sale
con Contact
cust Customer
emp Employee
est Estimate
ev Event
exp Expense Report
fi File
invo Invoice
iss Issue
it Item
opp Opportunity
par Partner
ph Phone Call
sales Sales Order

7. SIMPLE SEARCH
A simple search page displays the selected record
type’s fields, with dropdowns or boxes where you can
select or enter values to filter the records returned by
the search.
• To run a simple search, click a search link.
• (If the Use Advanced Search box is checked, clear it
to switch to a simple search.)
• If you need help in defining filters for a simple
search, click on a search page field’s label to view its
online help, or review

8. SIMPLE SEARCH
After you have defined one or more filters for a simple search,
you can:
• Click Submit to run the search and display a list of results.
• Click Export to run the search and save results to a .csv, .xls,
or .pdf file that you can save to disk or open on your desktop.
For more information, see Exporting Search Results.
• Click Reset to clear the filters you defined.
• Click Personalize Search to display a page where you can
define fields and available filters for a personalized search
form.
• Click Create Saved Search to display a page where you can
save and modify a search that includes the filters you defined.

9. ADVANCED SEARCH
Advanced search, where you can enter additional criteria for filtering,
including
formulas containing SQL expressions and filtering by join field values
in related
records, define sort order for results, and define groupings for results
with summary
calculations that can be used as filters.
Secret sauce = Criteria + {filters(formulas / And Or / Aggregations)}
+ Display order = Awesome search

10. QUICK TIPS FOR AWESOME
ADVANCED SEARCH
1. Define Advanced Search Filters
2. Use Formulas in Search:
Formula values are dynamically calculated at the time a search is
performed. Formula definitions can include NetSuite field IDs for which
field values are substituted, SQL functions, and mathematical operators.
{today}-{startdate}
3. Use And/Or Expressions in Search Criteria
4. Apply functions to results column:
Group, Summarize, Functions , Sort orders.