Which practice is recommended before running a search in NetSuite?

Determining the required fields for criteria and results is essential before running a search in NetSuite. This practice ensures that the search is focused and retrieves relevant data that meets specific business needs. By clearly defining what fields will serve as criteria for filtering the data and which fields will be included in the results, users can optimize their search to surface the most pertinent information.

This approach not only improves the efficiency of the search process but also enhances the accuracy of the results, allowing for better analysis and decision-making. When users know precisely what they need from the data, it helps them make informed choices and reduces the chances of wasted time sifting through irrelevant information.

In contrast, simply reviewing all data in the system can be overwhelming and time-consuming without a clear goal. Consulting with IT support may not always be necessary if the user is equipped with the right knowledge to define their search parameters. Additionally, resetting all search settings could lead to losing customized settings that might be useful for specific searches. Hence, having clarity on the required fields for criteria and results is the most productive practice to follow before initiating a search.