What is the first step to starting a saved search?

The initial step to starting a saved search is to access reports and navigate through saved searches. This process begins in the reporting section of NetSuite, where users can find existing saved searches or create new ones. Saved searches allow users to gather and display specific sets of data based on their tailored criteria and filters, making them an essential tool for reporting and data analysis within NetSuite.

By accessing reports, users have a centralized place to view and manage their saved searches, which facilitates the option to start a new search. This access point provides a streamlined workflow, enabling users to utilize filters, criteria, and fields to customize the data set they are interested in analyzing.

Other options, while related to navigating the system, do not directly address the proper initial action needed to begin creating a saved search. For instance, opening transactions might lead to management options but doesn't directly connect to the creation of a saved search. Similarly, going to lists or selecting dashboard options are alternative navigational methods that do not center around saved searches specifically.