In today’s NetSuite guide, we’re going to discuss how to make a saved search public in NetSuite.
How to Make a Saved Search Public in NetSuite
- Navigate to Reports > Saved Searches > All NetSuite Saved Searches or use the global search bar to find the saved search that you need to make.
2. Edit the search. For this example, we are using – Overdue Invoices: 30+ Days(TEST).
3. Tick the ‘Public’ checkbox.
If you’re using a custom role, the ‘Public’ field might be missing. You may reach out to your Administrator to add full permission to publish.
This box is available only to administrators and to other users with the Publish Search permission, a Lists type permission.
4. Click Save/Save & Run when you’re done. This is how to make a saved search public in NetSuite easily.
Note from NetSuite: By default, only administrators and the saved search’s owner (creator) can edit its definitions. Users can run and view results of a public saved search, but they cannot edit its definitions and resave it with the same name, unless the Allow Audience to Edit box is checked. Users can, however, edit the search and click Save As to save it with a different name.
Wrapping Up
As a highly accredited NetSuite Solution Provider, ScaleNorth is well-positioned to help you with the full scope of your NetSuite customization needs. If you require more NetSuite assistance, contact ScaleNorth today.
Check out more Suite Guides:
- How to Set Up Outsourced Manufacturing in NetSuite
- How to Show the Balances Per Month in the Consolidated Balance Sheet
- How to Determine if a Native NetSuite Page is Scriptable
- How to Bypass Location Limits in NetSuite
About the Author
Johaenna Santos is an experienced NetSuite Senior Consultant with expertise in Order-to-Cash and Procure-to-Pay product areas. She also has experience with other ERP areas such as Basic Accounting and Supply Chain Management.
Before working as a Functional Consultant, Johaenna was in the Banking industry and the Support industry, where she gained more knowledge on industry best practices as well as developed social skills that helped her become effective when dealing and communicating with clients globally. Johaenna holds the NetSuite Administrator, SuiteAnalytics, and Financial User certifications.