What is the first step in creating a saved search?

To create a saved search in NetSuite, the initial step is to start a saved search. This process involves accessing the saved search interface where you can subsequently define criteria, choose results, and ultimately save and view your search. Starting a saved search sets the foundation for the entire process, allowing you to specify what kind of data you want to search and analyze, which is essential to tailor the saved search to your needs.

The subsequent steps—including defining criteria, choosing what data you want in the results, and finally saving and viewing the search—are all contingent upon beginning the process correctly. Once you have initiated the saved search, you can follow the required steps to refine and execute the search according to your specific requirements. Starting with the saved search function is critical as it marks the beginning of this analytical journey within NetSuite.