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NetSuite ERP for Administrators

You're reading from NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

Product type Paperback

Published in Jun 2018

Publisher Packt

ISBN-13 9781788628877

Length 360 pages

Edition 1st Edition

Tools

NetSuite

Concepts

Enterprise Resource Planning

Author (1):

Anthony Bickof

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Table of Contents (15) Chapters

Preface

1. The Value Proposition – Doing More with Less FREE CHAPTER

2. Exploring NetSuite Tools

3. OneWorld

4. Implementing

5. Security and Permissions

6. Customization

7. Imports

8. Analytics – Searches, Reports, and the Dashboard

9. Workflows

10. Integration

11. New Releases

12. Troubleshooting Tips

13. An Ongoing Maintenance Checklist

14. Other Books You May Enjoy

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Searches versus reports

If you are wondering what the difference is between searches and reports, the answer is: not very much. They both perform similar tasks and are to some extent duplicates, yet NetSuite contains both options. Let's outline the advantages of each to help you decide when to use searches or reports.

Advantages

Let's review the advantages of searches and reports.

Advantages of Saved Searches

Saved Searches have the following advantages over Reports:

Saved Searches are better at providing lists of data, for instance, a list of customers in California.
The results of a saved search can be leveraged elsewhere in the system, for instance, mail merges, marketing campaigns, mass updates, and, of course, the dashboard. All the custom BI tools on the dashboard, with the exception of report snapshots, are built on custom saved searches.
As a general rule, when you're looking to report on entities (customers, vendors, employees, and partners) saved searches are usually the way to go.
Searches...

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Authors (1)

Anthony Bickof

Anthony Bickof

Anthony Bickof is an independent NetSuite consultant specializing in NetSuite consulting and training. He spent 10 years in the training department at NetSuite-Oracle, designing NetSuite Administrator and End User training courses while authoring and delivering some of the training videos used in the NetSuite Help center. He's a NetSuite Certified Administrator and Certified ERP Consultant with 13 years of experience in training and implementing NetSuite. He lives in Toronto with his wife and three children.

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