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OptimalData NetSuite Saved Search Course

NetSuite Saved Search Training

An Online Course Created by Industry Leading Experts

NetSuite Saved Search Course Topics

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NetSuite Reporting Basics

  • Internal IDs
  • Header vs. Line level data
  • Reports vs. Financial Reports vs. Saved Searches
  • System Notes
  • Common Saved Search Fields in NetSuite
  • NetSuite Saved Search Field Filter Extension
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Posting Transaction Saved Search

  • How to Create a Saved Search
  • Posting Transaction Saved Search Overview
  • Saved Search Criteria Overview
  • Saved Search Results Overview
  • Using Summary Type to Enhance Saved Search Results
  • Saved Search Permissions
  • Posting Transaction Saved Search
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Updating Customer Records

with Saved Search and CSV Uploads

  • Building a Customer Saved Search
  • Preparing the CSV file to update Customer records
  • Update Customer Records with the CSV Import Tool
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This course covers how to build three NetSuite saved searches common for accountants!

Get 50% off - coupon code: anchorgroup

Start learning how to build NetSuite Saved Searches today!

Get 50% off your course registration with coupon code: anchorgroup

  • Registration for this on-demand course is only $50.00!
  • 26 lessons on NetSuite Saved Searches
  • 1.5 hours of video content
Get the On-Demand Course!About Optimal Data
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