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 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 easily make a saved search public in Netsuite.
Note from NetSuite: By default, only administrators and a 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 the Save As button to save the search with a different name
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.
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 experiences with other ERP areas such as Basic Accounting, and Supply Chain Management.
Prior to working as a Functional Consultant, Johaenna was with Banking industry and 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.