Why use a Saved Search for revenue?

A standard report in NetSuite is useful, but often not flexible enough. With a Saved Search, you can:

• Apply specific filters (for example: by customer, period, or country)
• Add custom columns and calculations
• Automatically email results
• Get real-time insights into your numbers

In short: more control and customization.

Choose the right Saved Search type

In NetSuite, navigate to:

Reports > Saved Searches > All Saved Searches > New

For revenue, you will typically use a Transaction saved search, because revenue is tied to transactions such as invoices and cash sales.

Set the criteria (filters)

Under the Criteria tab, define which transactions should count as revenue.

Common filters include:

• Type = Invoice (and optionally Cash Sale)
• Main Line = true (prevents duplicate rows)
• Posting = true (only accounting-relevant transactions)
• Status ≠ Voided
• Date within the desired period (for example: this year)

Tip: If you only want invoiced revenue, use “Invoice” only. If you also want direct sales, include “Cash Sale”.

Define the results

In the Results tab, you determine what you want to display.

Key fields:

• Date
• Customer
• Document Number
• Amount (Net Amount or Amount)

For revenue analysis, you will often add Amount with Summary Type set to Sum.

If you want to group results, for example by customer, you can use:

• Customer → Summary Type: Group
• Amount → Summary Type: Sum

Grouping and summarizing

Do you want revenue per month, customer, or country?

Then use grouping in the results:

• Formula (Text) or Date (Month) → Group
• Amount → Sum

For revenue per month, a common setup is:

• Field: Date
• Summary Type: Group
• Function: Month

Add formulas

You can create additional insights using formulas. For example:

Revenue excluding tax (if not standard): {amount} - {taxamount}

Sorting and display

Under Results > Sort, you can define how the results should be ordered. For example:

• Sort by Amount (Descending) to see the highest revenue at the top
• Sort by Date to get a chronological overview

Save and share

Give your saved search a clear name, such as “Revenue by Customer – Current Year”.

After that, you can:

• Share it with colleagues
• Add it to dashboards
• Schedule it to be emailed automatically

Common mistakes

Watch out for these common pitfalls:

• Main Line not set to true → duplicated revenue
• Posting = false → non-posted data included
• Incorrect transaction types
• No date filter → messy or misleading data

Conclusion

A NetSuite saved search for revenue gives you the flexibility and real-time insight that standard reports often lack.

By using filters, groupings, and formulas effectively, you can build exactly the insights your organization needs. Once you have mastered this approach for revenue, you can apply the same method to virtually any KPI in NetSuite.