NetSuite Reporting & Saved Searches
Starting at
$
475
About this service
Summary
FAQs
Q: Do you need access to NetSuite?
A: Yes, I’ll require a temporary role-based login or screen share to build and test searches.
Q: Can you help fix broken searches?
A: Yes! I can rebuild or troubleshoot existing saved searches.
Q: Can you include formulas or custom fields?
A: Absolutely — I support formula fields (text, numeric, date) and logic expressions.
What's included
Custom NetSuite Saved Search Suite
Up to 5 tailored NetSuite saved searches built to meet your reporting needs.
Role-Based Reporting Dashboard Setup
Custom reporting views based on user roles (finance, operations, sales, etc.).
Search Logic Documentation
PDF with criteria, filters, and formula breakdowns for each search.
Advanced Formula Support
Includes up to 3 inline formulas using text, date, or conditional logic.
Visual Tagging Setup
Highlight key data (e.g. overdue, upcoming) within search results.
Access & Sharing Configuration
Ensure correct roles and permissions are applied to each search.
Walkthrough Video (Optional)
A 5–10 min async video explaining how to use and edit your searches.
Duration
1 week
Skills and tools
Industries