Searching in NetSuite

Presented by:
Dana Larson: Dana Larson Consulting
Kelli Williams: Stratos ERP Partners
Mike Kachline: Vertafore

In this meeting, we cover the broad topic of “searching and exporting information out of Netsuite.” The majority of this meeting will dive into Netsuite “Saved Searches”; covering useful tips for filtering and reporting of data. Looking beyond just “searches”, we will also provide a broad overview of Netsuite’s “Analytics” and “SuiteQL” capabilities.

Key Topics we will cover in this presentation:

• Saved Search Introductory Overview
• Saved Search “Filters”, “Summary Filters” and “Available Filters” ; Deep Dive
• Saved Search Results Grouping and Highlighting ; Deep Dive
• Saved Search Permissions and Access
• Netsuite “Analytics Dataset and Workbook” Overview
• SuiteQL Overview
• SuiteAnalytics Connect (ODBC) Overview