Create an Opportunity Saved Search Similar to the Total Open Opportunities Report with System Notes Columns Displayed

This article discusses creating a Saved Search that contains details provided in the Pipeline Analysis of Open Opportunities and adding the information from system notes to show changes made and its date.

The Pipeline Analysis of Open Opportunities gives information about opportunity deals that are approaching their Expected Close Dates and which Opportunities Sales Reps should close to winning. However, Standard Reports do not have the ability to show System Notes thus changes made in the record cannot be exposed.

To create a Saved Search Open Opportunity to show changes made and its date:

1. Log in to NetSuite.
2. Navigate to Reports > Pipeline Analysis > Total Open Opportunities Report.
3. Customize the report and we will see that it does not allow adding System Note Fields.
4. To create the search, navigate to Reports > Saved Searches > All Saved Searches > New.
5. Select Opportunity.
6. Set the Criteria Tab: Filter
    * System Notes Fields: Date
    * Document Status = Opportunity-Open
7. Set the Results Tab: Add Fields
    * Number
    * Date
    * Company
    * Sales Rep
    * System Notes Fields: Date
    * System Notes Fields: Type
    * System Notes Fields: Old Value
    * System Notes Fields: New Value
8. Available Filters Tab: Show in Footer = True
     * System Notes Fields: Date
     * System Notes Fields: Type
9. Click Save & Run.