NetSuite saved search offers one of the platform’s most powerful tools, helping users work efficiently with large volumes of data. Whether you’re managing thousands of inventory items or reviewing long customer or vendor lists, saved search can provide a structured way to focus on the exact information you need at any given moment. This approach can help reduce the time spent scrolling through long lists and better inform decision making across daily workflows.
In this video tutorial, we demonstrate how a simple saved search setup can refine an initial list of more than 40,000 items down to only 39 relevant records. The process is straightforward, repeatable, and helpful for those who are looking to filter large data sets.
What Saved Searches Are & Why They Matter
A NetSuite saved search is a reusable query that pulls a targeted set of records, such as transactions, items, customers, or vendors, based on defined criteria and displays them in a structured, report-like format. It allows users to quickly surface and review specific business data without running new searches each time.
For organizations using NetSuite as their enterprise resource planning (ERP) platform, saved searches help support data visibility, reporting accuracy, and operational clarity. They also help reduce manual navigation throughout the system, which is especially valuable when dealing with high record volumes.
Core Steps to Follow
The video focuses on item records, but the same workflow applies across many record types, including customers, vendors, and transactions. Anywhere in NetSuite where there are large numbers of records, this tip can prove useful.
The tutorial begins with an inventory list containing more than 40,000 item records. To create a more manageable working view, the saved search is edited to expose the Name field as an available filter. Adding this field allows users to refine results using partial or exact text values directly from the search results page, rather than scrolling through long lists.
After saving the updated search, the saved search is opened to display the full results along with the available filters at the top of the page. From there, the saved search URL can be copied. This URL serves as a direct, reusable link that opens the saved search in its filterable view, allowing users to immediately begin narrowing results without navigating through menus.
To illustrate the impact, a partial value such as “111” is entered into the Name filter and submitted. Instead of reviewing all 40,000 records, the list is instantly narrowed to 39 matching items. This level of precision can help users focus on relevant records while significantly reducing time spent navigating the system.
For even faster access, the saved search is added to NetSuite Shortcuts. By naming the shortcut and saving it, users can launch the saved search with a single click, making this filtering workflow easy to repeat in daily operations.
This method gives users a streamlined, repeatable way to work through large data sets with confidence and speed.
Helpful Tips
- Review your most common searches in NetSuite and identify where filters could simplify your work.
- Add the “Name” filter to applicable record types and save each search for quick access.
- Create shortcuts to frequently used saved searches to help reduce time spent navigating menus.
- Test your filters using partial values to confirm that results align with your expectations.
How Forvis Mazars Can Help With NetSuite
If you have questions about configuring NetSuite saved search or want support enhancing your ERP environment, our technology consultants are here to help.
The NetSuite team at Forvis Mazars offers services designed to scale with your business, from startup to midsize enterprise. With helpful guidance and proven technology adoption strategies, we can help your team realize value quickly and confidently.
As a certified Oracle NetSuite partner, we provide software implementation, integration, and consulting services. In addition, NetSuite at Forvis Mazars offers two premier program options:
- NetSuite Solution Provider – Helping your business get up and running with its own suite of NetSuite modules.
- NetSuite Business Process Outsourcing (BPO) – Helping fast-growing startups and small and midsize organizations supercharge their business management with outsourcing services.
Connect with us today to ask your questions and jumpstart your next ERP project.