When should you use a transaction search for best results?

Using a transaction search is particularly beneficial when your search specifically involves transactions. This type of search is designed to retrieve and analyze data related to transactions such as sales orders, invoices, and other financial activities recorded in NetSuite. Transaction searches allow users to filter and manipulate data based on transaction-specific fields, making it easier to extract relevant insights and information that pertain directly to these activities. By focusing on transactions, users can efficiently narrow down their search results, target specific transaction types, and analyze performance metrics or other key indicators related to financial transactions.

In contrast, other search types may be more appropriate when dealing with different types of records, such as item records or if the search is more general in nature. While having multiple criteria and grouping results can be features of various search types, the primary reason to use a transaction search is to meet the specific needs related to transaction data.