Thursday, October 25, 2018

Create a Custom Record Saved Search to Analyze Results of a Customer Survey

User wants to analyze the results gathered from their Customer Survey and is looking for a standard report they can run. Since a Customer Survey is set-up as a custom record, NetSuite does nothave a standard report available for it since fields on the survey form can differfor each NetSuite customer. If a user wants to analyze the results of theircustomer survey, they can create a Custom record saved search for this.

  1. Navigate to Lists > Search > Saved Searches > New
  2. Search Type=Customer Survey (or the Name of the Custom record created for the Customer Survey)
  3. Add filters on the Criteria sub-tab depending on the information needed
  4. Add fields on the Results sub-tab
  5. Save & Run

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