What are the steps for refining a saved search?

To effectively refine a saved search in NetSuite, various strategies and tools can be employed, which include utilizing the mainline feature, including joins, highlighting critical information, and adding filters.

Employing the mainline allows the user to focus on the primary data layer of transactions, making searches more relevant and accurate. Incorporating joins enables users to pull in related data from multiple records or tables, providing a more comprehensive view of the information requested. Highlighting critical information visually emphasizes important data points, which can aid in quick analyses and reporting. Adding filters can narrow down search results, ensuring that the data meets specific criteria and is more manageable for interpretation.

Together, these elements create a well-rounded approach to refining saved searches, making them not only more efficient but also tailored to the precise needs of the analysis or report being generated.