QUESTIONS WITH VERIFIED CORRECT ANSWERS GRADE A+
how do you define formatting for highlighting critical
information - ---Answers----1. each condition has its own
formatting
2. conditions are highlighted in the order listed
3. conditions may be re-ordered using the buttons
4. highlighting applies an if/then statement to the condition
5. for example: if an amount is less than 50,000 then the text is
bolded
4. add an image, text color, background color, bold formatting
5. enter a description to add a legend explaining the
highlighting
what does adding available filters on a saved search do - ---
Answers----define filters, on the available filters tab, allowing
users to limit and refine the search results:
1. select the field from the pop-up window or use add multiple
2. choose to show in filter, show as multi-select (optional)
3. enter a label
4. note: filters display in the footers area of the search results
,t/f: transaction searches default to header-level information -
---Answers----false - they default to main line either
t/f: joins allows you to display more detailed information,
pulling information from a related record - ---Answers----
true
t/f : i can highlight anything i want, even if it isn't part of search
criteria - ---Answers----false, highlighting conditions must
be in the criteria
t/f : available filters allow users to see a subset of the search
results - ---Answers----true
steps to sharing a saved search - ---Answers----1. print,
export or email the results
2. track executions
3. manage searches via the audit trail
how can search results be shared - ---Answers----printing,
exporting, or emailing the results:
1. click print to print your search results to a local printer
2. choose which export option you want
- export csv or export excel
export csv - ---Answers----csv can be used to export out a
file for import to another system
,export excel - ---Answers----excel facilitates further
manipulation and graphing of the data
how to track search executions - ---Answers----edit the
search and click on the execution log subtab
1. track executions and exports of saved searches
2. view a history of the last 60 days
what does the searches audit trail do - ---Answers----1.
search properties tracked including top-level options, criteria,
results, available filters, audience, roles, email
2. drill-down onto details which supports expressions and
operators
what are the best practices for making saved searches - ---
Answers----1. design the search before you start to construct
it
2. determine the required fields for your criteria and results
3. look at records and transaction in netsuite to familiarize
yourself with where the data "lives"
4. if your search has anything to do with a transaction, start
with a transaction search
5. reflect your criteria in your results
6. use set preferences to "show list when only one result"
7. by using a search (Type = Analytics Audit Trail), you can view
properties of searches (and Reports) that have been deleted
, joins - ---Answers----access fields on tables related to main
search object
criteria - ---Answers----what are you looking for
save and run - ---Answers----save your criteria and display
your results
mainline setting - ---Answers----selects header, line-level
detail, or both
highlight if... - ---Answers----focus on critical information
results - ---Answers----set the display
how can saved searched be made available to all users - ---
Answers----public access
1. saved searches can be made available to all users
2. select the public check box
3. allow all roles and users access to the saved search
4. benefit of public access: public saved searches can save
employees time and ensure all users conduct searches using
the same criteria
5. warning: too many public saved searches can become
overwhelming and difficult to manage