NetSuite Saved Searches 101

00:05hello this is cassius kellogg and today we're going to be learning a little bit about netsuite searches and some tips and tricks on how best to utilize the global search and the saved search features of netsuite to start off we're going to review some of the tips and tricks regarding a global search which is the search bar at the top of your screen the global search is available in most every role there are a few roles in which you may not have permission to the global search but most roles will have this global search functionality which is very helpful in trying to locate any given record throughout the netsuite system the global search is going to always use keywords

00:52it's not built to be a starts with like a lot of other filters that you see throughout netsuite the global search is always looking for a keyword so it does not always have to be the first word in a customer name or inside a vendor name you could type in a word peterson and you could be looking for john peterson for example and that customer record would come up i don't have too much data inside of this development account but just to show you a couple cool examples here if i type in the word sample you'll see i get a little bit of variety of results i have a customer called a sample customer i have two items sample item one and sample item two and then i have a sample vendor so using prefixing inside the global search can be extremely helpful for a variety of reasons it's going to help you locate the records that

01:44you're really trying to find much easier if you had a netsuite environment that has a lot more data than i do in here you may have results that span too far to be displayed just in this drop down there may be a result that says show additional results for example you could have a lot of different saved searches with some similar names you could have a lot of different customers or vendors with the same names etc so if you're looking specifically for customers you can use a prefix with a colon to locate the specific record type that you're looking for the way that the prefixing works is you just have to use at least two characters and then a colon to specify the record type that you're hunting for so in this example i have cu just for the cu and then the colon and then the name of my customer here same thing goes for vendors if i just do ve you see vendor starts with ve it brings me just to that vendor record

02:51and then lastly if i were to put in it for item it does not have to be the starting character so i was mentioning that earlier if i just do i t it can find a non-inventory item an inventory item a variety of different types of items service items etc so that's something that's extremely helpful when you're looking for a specific record type via the global search to help narrow down the results to know exactly yes i'm looking for a customer let's use that cu prefix item record you can use it you could have used no for a non-inventory item there's a variety of different ways but just remember whatever you see kind of to the left here are non-bold characters anything left of that colon that's going to be eligible to use this prefixing and kind of quick record type search functionality now let's talk a little bit about saved searches i've

03:50actually updated my new bar here to allow me to have a saved search available so if you want to learn more about the new bar we have another recording that tells you a lot about the netsuite navigation 101 how to use your recent records shortcuts new bar etc so i just refreshed my screen i added that right before this call and now i have the save search eligible in my new bar there's a variety of different save search types that are available to us you have custom records that you may have created in the system you have a lot of core native records that are available depending on the different features that have been provisioned to your environment but all of these really represent different independent data tables inside of the database architecture of netsuite one of the most common searches that we find ourselves writing on a daily basis are transaction saved searches there is not a specific data table at least from a saved search perspective to say that

04:53you want to look for sales orders or you want to look for invoices or some other transaction type all of those are going to be located inside of the transaction table and therefore you're going to create a transaction saved search so that leads me into one of the most prominent criteria filters that we see when we're writing saved searches and that is the type of transaction that you are looking for so more often than not the first filter i ever fill into a saved search is going to be our type you can see we have all the different types of transactions here in netsuite again this can be dynamic based on the different modules that have been provisioned to your own netsuite environment but i am going to do a basic search on sales orders i only want to see sales orders in my results if you wanted to see more than one record type you can hold down your control key if

05:56it's a drop down format like this and do a multi-select if necessary so that once again is just me holding my control key and then clicking to do that multi-select if you want to unselect a specific selected result also hold down your control key to unselect one at a time otherwise you can just click without holding the control key and that will clear all the results and just keep the one that was the last one that was clicked on so i want sales orders as my transaction type results so that's one of the first things that we see when we're writing transaction based searches is using that type filter before we go too much further i'm going to actually show you some of the results that we get from just specifying the type and that's going to show us how within that transaction subtable that the sales order subtable how the data is architect architected into multiple what i call lines or what network refers to as different data lines so let's just take a look at our results here

07:04this is what a native saved search set of result columns will look like a lot of times we'll remove different values just to clean the results up however we see necessary i'm going to make this a little bit cleaner with a few data fields that i commonly remove but we'll leave the rest so i specifically want to leave this asterisk i get asked pretty commonly what does that asterisk represent and i'll talk about that here in a second so let's just preview the results when you preview the results it's not actually saving that search to use again in the future it is just showing you a more ad hoc output but does not save this for anyone else's saved search ability to query a set of data so if i just wanted to run something real quick we can hit that preview so you'll notice that i have eight rows of data that just got produced and you'll notice this document number number two all the way down is the same document number

08:06it's really the same sales order so i'm gonna open up this sales order so that we can just take a peek at what this looks like from a ui order perspective i have a single sales order number two i have two line items sample item one and sample item two i have a total dollar amount of eighty five dollars and forty two cents so let's look back real quick at our results here and take a look at what netsuite is doing from a reporting or or database structure presentation first off is that asterisk that we just mentioned a moment ago this asterisk represents what's called the main line inside of the the sub table that is returned this main line i equivalent to the order level data of this sales order you'll see the 85 42 is my overall order total and if we go back to our results you can see that in the amount column i also have that same 85 dollars and 42 cents so that asterisk represents the main line of that transaction if i just want to know generic totals about that transaction

09:21you're most likely going to want to pull the main line results and not pull any of the non-mainline results so if i just wanted to do something like a sales order count see how many sales orders were created today i would definitely want to set the main line true inside of my criteria so main line here actually is spelled out which sometimes causes confusion as opposed to the asterisk you see this is just asterisk it doesn't say main lines just the asterisk but that asterisk is a one-to-one relationship with main line so when we say mainline is true and let's preview this one more time you'll notice that ah here's a little extra tip and trick from user preferences if there's only one result inside of saved searches depending on your user preferences underneath analytics you can choose to show the list results like we were just seeing a moment ago if there's only one result or if

10:26this is unchecked it actually takes you to that result which is what we just saw happen it took me directly to the one sales order because i only had one result just for for demo purposes i'm going to turn this show list when only one result on as my user preference that is something that an administrator could push as a global preference for all of the user roles or a user can set that one by one like i just did so let's actually go back and see if this lets us how we're going to have to start our search over again that's not a problem so we'll reestablish our type as sales order and then we'll set mainline as yes probably have to reset my results as well i think

11:22that's about same as it was and there you can see just by that user preference change instead of going straight to that sales order it leaves me with a list view with one result so by setting that main line criteria you can see it removed all of my other non-asterisk rows my non-mainline rows and just returns the total order amount for that sales order and none of the additional information and that would allow you to if you had multiple sales orders inside of your system you could do a variety of other things with regards to that mainline result moving on let's talk a little bit about some of the non-mainline options when we show our results let's actually now shift into more of a line level type of results and we want to see the item included in our results so i'm going to add in the item as another column here and show you how each of these rows is slightly different so that main line that

12:26we're looking at a moment ago that does not have an item it's very rare for any transaction to have an item a unique circumstance where that does happen is work orders where you're actually specifying an item at the header level whatever you want to build and then you're going to have the components on a sub list level but most often more likely than not the main line is not going to have an item and instead our non-mainline rows are going to have our items so when we were looking at that order through the ui we saw that we only had two line items here in our transaction sample item one and sample item two so here i do see sample item one sample item two but now i'm getting some additional results displayed down below these other rows are what are called the shipping line and the tax lines so this ground item actually represents our shipping and handling and even though

13:23it's not part of the item sublist it is considered its own line within the query results so our shipping method of ground are five dollars worth of shipping cost that is something that is displayed as what's called the shipping line so if we go back to our criteria just like mainline we do have shipping line as an available criteria so if i wanted to say that shipping line is yes that means i'm only interested in seeing that one shipping line result so now i get one result still part of document number two but i'm only seeing that ground item and i'm only seeing the five dollars worth of shipping that that order is accounted for so if you're specifically writing a search to find shipping dollar amounts then that would be a way that it would be written i would say that's more of a rarity where we have shipping line set to true most often i would

14:22actually see shipping lines set to false or to no and the reason being is we are more interested in the actual items that we are selling for this specific report so we saw earlier that in order to get just those line level results we want mainline to be false we don't want that main line and now we don't want shipping line either so if we preview the results we're now left with the sample item one sample item two and then we have these four what are called tax lines and the tax lines are made up of our different tax codes as part of a tax group so each of these have different rates that are specified in this example a california tax group is made up of multiple city state and other tax items for that consolidated tax code so we don't want to see any of the tax information if we're more concerned just with that extended amount of our line items so if we go back to our line items we can see that we have an extended amount of fifty dollars ten times five

15:41and then two times eleven fifty for our twenty three dollars so we wanna see more of kind of that sub total type presentation presentation we're gonna also add one more criteria and that is then going to be that our tax line is also false or is no and if we preview this one more time there i'm left with just my line item data for that given sales order so i'd say i usually will see one of two things whenever we're writing transaction based saved searches we'll either want to see line level data as our output in which case we're going to have type to that transaction type and we'll see all three of these lines mainline shipping line tax line set to false or we may see the complete opposite side of the spectrum where we're only concerned with the order level data in which case mainline would be true and you don't

16:45actually have to specify tax line or shipping line as false because if mainline is true those others are automatically false and that'll just give us our order level data once again that total 85.42 cents at a header level so hopefully that's helpful in understanding some of the transaction database architecture inside of netsuite saved searches one more recap i would usually see if we're looking for order data mainline true if i don't have main line true i'd say 99 of the time if this was set to no we're gonna see the shipping line set to false and the tax line set to false so that we can get more of our item level data if we are looking for item level data a lot of times we want quantity maybe we would want item rate and that's going to tell us our per unit rate and then show our extended amount down here so we just want to bump that up preview the results and voila there's just our line item data

18:05now let's talk a little bit about some of the summary options that you get within a saved search so now i've successfully gotten my line item data let's actually give this a title i don't want to have to recreate what i've done here so i'm just going to call this a demo line item it's called sales order line item data in my opinion it's always best practice to assign an id we are in a luxent development account so i always prefix everything that i do that's a custom object whether that's saved searches custom fields et cetera with an underscore lux prefix and then we can give it a similar name to whatever our title is so demo so line item data if we want to make this public to anyone else to be able to run this report we can click that public check box this is only going to allow users that have access to that data table permission to see it so even though

19:10it's public if i have a purchase or procurement type role that has no visual or view permissions to a sales order they're not going to be able to run this search simply by making it public only users with access to that data table will be able to find and run this saved search i'm available as list view we'll talk about that here in a little bit dashboard view as well available as sub list view available for reminders shown menu those are all important check boxes to know that they exist and i'll recap that toward the end of this recording all right i'm going to go ahead and just do a save and run we'll get the same results and then we're going to talk a little bit about using a summary for our saved search results and what that may be used for is if i didn't want to see two lines for every sales order if

20:05i'm more concerned with maybe trying to get this subtotal so my line item subtotals for any given order i may want to do some sort of grouping so if i edit this search let's talk a little bit about how we can use some summary options when producing the outputs we just saw how these columns work but if we do want to summarize something we may want to say i want to group by my date if we had multiple dates then it's only going to show one row per date if i was just to have date as the only grouping option may also want a group by type period and even document number in this case so so far the results that we have because we only have one sales order inside of the system at the moment all of those are the exact same values it isn't until we get to the items that we see a little bit of a discrepancy between the first and second rows of data we add sample item one and sample item two so i probably don't want to group on the item if i want to have one result per order instead

21:18i'm going to leave that ungrouped but i may want to just know the total unit quantity we can do that via a sum so if i wanted to see how many individual units were being sold for example 7 i can take that 5 plus the 2 through a sum function or a summary type of sum and we're going to see that 7 output item rate is a little bit more tricky to work with i most of the time would not include an item right inside of the summary group because that could be different per line item it's the same reason we don't group on the item we're probably not going to do much with the item rate but i may want to know what the total extended subtotal is for this order in which case i can do another sum function so that's going to take our fifty dollars plus our twenty three dollars as a sum and display 73 dollars for this order the gl account you may or may not want to group on it depends on whether all the items are hitting the same gl account whether you wanted to consolidate those buy gl account and see what's different the total sums by gl account but

22:29i'm going to leave that empty for now memo this is very important to note there's another little tips and tricks the memo is going to be used for two different things depending on whether we're going to be displaying the main line or if we're going to be displaying the line level so i'll actually add back our main line so we can see the difference here between a mainline memo and a line item level memo so inside of our header level memo here i'm just going to put in my own name cassius kellogg demo and then i'm going to re-save that sales order it's going to be my only change so all that saves there it goes let's jump back over here and i'm just going to quickly say that all of these are going to be wide open again we're going to have our full set of results and i'll come back to this summary option here in a second so i'm

23:30actually going to ungroup each of these just because i think it is important to know how this memo is going to function so sorry for the tangent but i do believe this is important because memo is used pretty frequently in our searches especially transaction searches so over here on the right you'll notice that that cassius kellogg demo that i put up in the header it makes sense that that goes with the main line i said that the main line is going to pull all the data from that header level but notice that in the memo of our non main i mainline rows that we have actually what is the description column the native description here as our memo so you will not find description as a result option you will have to use the memo column if you wanted to show the name of those two line items looks like i accidentally put sample item 1 for sample item two in my description here but

24:34that's exactly what that is pulling is that description column so that's a really good thing to know whenever you're writing any type of saved searches that you're looking at line item data and you want to pull that description column just remember that that is the memo result and that you will not actually be able to find a description column result i'm just going to update this to sample item two all right so back to our grouping let's go ahead and add back our main line false shipping line pulse and one thing i want to point out is i always like to click on the drop down get that drop down option on my screen and then begin typing it's really helpful if you expand that drop down first before you start typing because if you hit backspace a lot of times it'll actually take you to a previous page it's a very common browser option if you hit backspace it'll take you to a previous page so when you open this up you can still

25:45actually hit backspace it won't take you to a different page and a lot of times it's easier to find what you're looking for so what i'm looking for is tax line and then i can go in there and quickly choose it and we're going to set that to no as well let me re-establish our grouping real quick group on date period type document number name you know ungroup or keep item off it's going to do a sum there some there and let's go ahead and save and run now we get our one single row because we grouped on like values so the date the period the type document number this customer which you'll notice is part of the name column there's that total sum of seven that i mentioned before and our subtotal amount of 73 dollars so that's a nice way that we can take line item data but condense it into a single result for display purposes

26:46and then if you click on any of these hyperlinks those are going to allow you to do drill down options so if i wanted to drill down under type sales order that's where we will be able to see the line item content individual rows represented here in our drill down and if i want to go back up to the summary i can hit return to summary okay let's go back into the search so mention name name is always going to be the primary entity of the transaction although if you are doing any type of drop shipments or special orders inside of netsuite native drop shipping or special orders the name on a purchase order is going to be the customer so a lot of times if you truly are wanting to get that parent level entity for the transaction you may not want to use name you may actually want to use what's called the main line name

27:48that's usually what i use for any type of purchase order type transactions where there is a potential for having a drop shipment or special order which would return the customer name if we were to leave that as just the plain name that's another little tip and trick for you if you are writing any type of procurement type saved searches i do recommend using that main line name option to pull the vendor if you're looking to get that vendor record instead of the customer mainline name here would be the same as the customer that we saw in the name previously sample customer if you knew that this was going to be a sales order saved search and you didn't want mainline name as your title you can give each of your columns custom labels so if i wanted to call this customer instead of mainline name very common adjustment to make there let's talk a little bit about joins in ways that we can join to other data tables saved searches have a current limitation of only a single level join

29:07which means if i have access to the record from the transaction and that record is clickable so here you can see this is a hyperlink to the customer record that would be my one join my sales order to my customer i wouldn't be able to go from that customer then into a subsidiary record or into a terms record or some other adjoining record type to the customer i'm only going to be able to get to the main level content on the customer record from my sales order saved search i'm just like going to customers you can get that one record join to the item record and pull any of the content about an item but you would not be able to then join down into a vendor sublist for example a one-to-many relationship where i could have multiple vendors associated with this item i would not be able to go from sales order to item to vendor you only get to go from sales order to item that is part of save search limitations but many times we may want to

30:14actually join to that item to pull various information so if i wanted to for example pull the base price of an item to be able to compare what that base or retail price is for the item i may actually on my sales order be selling the item for a different price so let's maybe update our sales order and sell this for a custom rate so we can flip our price level to custom here and let's make this 9.50 and we can do the same thing on our second line item and we'll make that 9.99 so two unique values neither of those values exist on the item record those are just values that are custom to this specific sales order but i may want to compare that against my base price of my item so let's go back to our search and let's do an item join and let's put this maybe right after item rate and i'm going to do what's called an item fields join so i just typed in but if

31:19you're more of a scroll type of person you'll notice that all of these are going in alphabetical order we start with our a's bcs etc but if we get down toward the bottom of this scroll bar we're going to eventually get to almost a resetting of alpha sorting but you'll notice that there's three dots on each of these kind of second set of alpha sortings and those are going to represent our join options so we could go from transaction to adjustment reasons to account fields activity fields etc one of the most common is going to be a join to our item fields so that'll allow us to join to our item record and pull any of the item record fields into the results of our search one of those fields is base price so i'm just going to add that and you can see it's clearly adjoined because of that colon relationship so

32:14i'm going from the transaction to the item record and pulling the base price off of the item record let's go ahead and save and run once again i have my grouping on so we're just going to have our single result but i can drill down into our line level and you'll notice that i have my item rate for my sales order that's the actual live rate that we're selling the item for but then i have a base price that is represented on the item record itself so that's more of a retailer starting preferred base price for each item from here you may want to do some sort of calculations to see did i sell this item for more than the base price less than the price base price or even with the base price you may want to see what that variance is from order to order so that leads us into the next piece of our saved search kind of tips and tricks here and let's just display a way that we can calculate the differences between our item rate and our base price one thing i want to mention is the rate and the base price are just for a single unit

33:26that's not our extended amount so let's first create what's called a formula inside of our save search we have a variety of different types of formulas form the currency date date time numeric percent and text since i'm doing a numeric formula and i'm actually doing a formula with dollar amounts i may choose to do currency the formula currency is different than the formula numeric only that it has a limitation of two decimal places so it's always going to output the result in more of a two decimal currency format as opposed to a numeric that could go more than two decimal places so if you are doing any type of selling that has a per unit rate more than two decimal places you may need to use a formula numeric versus a formula currency let's use the formula currency for now because i know i don't go more than two decimal places and

34:24i'm not going to part this inside of my summary quite yet but i am going to write my formula and we can use some simple formulas here as for example i'm just going to do a subtraction formula but i'm going to talk about a another little sql and that's we actually use pl sql formulas so if you are looking to get more exposure to the different formula options you can definitely google pl sql and that should be a fairly good way for you to see which different functions are available inside of our netsuite formulas so in here i i like or recommend using this field locator and that's going to help us format our fields 100 accurate so i know that i want to calculate the variance between our item rate and our base rate or our base price and i'm going to use the base price as my benchmark so i'm going to use the base price less my item rate to see what that variance is so i can use my joins once again item fields dot dot dot and get into my base price

35:35and then i'm going to just use a simple minus sign that's my subtraction sign and then i'm going to put in my item rate and you can see it formats that for me automatically you'll notice that the item dot also sort of signifies that join item record and then we're pulling the price from that item and then i have my rate anytime you're using formulas especially numeric formulas my recommendation is to use what's called a null value formula and that's represented by nvl the nvl says let's look at my field that i'm pulling if it's a null value what do we want to fill in in its place because if it's a formula numeric or currency formula and you have a null value it's not going to be able to perform that calculation it's just going to return probably a null result because it doesn't know what to do with the null value but if we put this nvl formula it'll say if

36:35that's null i want to replace that null value in this case with a zero so i'm going to assume that the base price is zero you may want to do the same thing on your rate in case i didn't fill in a rate that'd be rare on a transaction but could happen and instead of having it return null i want it to return as a zero so we're really just taking the price minus the rate by putting our null value logic around it i'm going to put this in as a per unit price variance so we would expect to have a positive result because my base price was higher than my item rate if anyone wanted to flip that around so that we can see oops we sold that for less and i want it to be a negative value then you just reverse your your logic here you do your rate minus your item price let's just leave that for now we'll do another save and run and then when we drill down you'll see our item rate our base price

37:44and then our per unit variance 50 cents in this case so 10 minus our 950 50 cents 11.50 minus our 999.51 so i may want to now take that per unit and actually extend it i want to know what the total discount in a way is that i'm providing off of that base price so a way that we can enhance that formula is we can write almost an identical formula here as a formula currency you can have multiple of the same formulas and i'm just going to wrap this in parentheses our algebra actually does come into play here where you may or may not remember please excuse my dear aunt sally acronym for parentheses really is our leading character to know what i need to manage first so our parentheses i'm going to put that around the entire equation and then i'm going to multiply that by the quantity of that respective line item so i'm going to do my variance find my per unit variance but then

38:53i'm going to multiply and we use our asterisk here to represent our multiplication and i'm just going to grab our quantity we could if we wanted to wrap our quantity in a null value function as well i'm just in case we didn't have quantity for whatever reason that maybe if we didn't have quantity instead of putting that to a null value of zero so if i had a price variance but i didn't have a quantity for whatever reason could be a i don't know it could be a service item although most service items are going to have a quantity as well could be something where i don't have a quantity and i just want to default that to a one so maybe that's a better practice in this example so instead of a per unit price variance this is going to be our extended price variance we'll go ahead and do our save and run so now when i drill down i can see that we had our original 50 cents per unit but 50 cents times 5 gives us our 2.50 total extended price variance so

39:58that's kind of the total discount that we are giving this customer based on that item rate of 950 and then same type of thing down on the second line three dollars and two cents based on the 9.99 price versus the 10 or sorry the 1150. my name i now might want to actually pull this into our summary result so i can take that formula add it into our summary result and i may want to say total instead of a line because we are summarizing this now so i may want to say total discounted amount for example you may want to reorganize the sequence of our columns so i might want to actually see that total discounted amount afterwards i may want to actually have whatever the the total retail amount was so i could add a whole another formula currency here and say i just want to see what my retail total amount would have been and the way that we can do that is taking our nvl price and just multiplying that price by our vl quantity so you can see we can type in here we don't have to use the pop-up so if you knew what the internal id is as we already knew here you can just simply retype that and then we could call this extended base price let's go ahead and sum that as

41:45well and we'll call that total retail slash base amount i may want to call this transaction amount now save and run all right if we did a mistake you'll see error invalid expression i noticed right before i click the button that i didn't put my quantity 1 after my null value formula so it always does need to know well if this is null what am i going to replace it with so i just missed a little formula there go ahead and save and run right so i have a total quantity back to our retail slash base amount so if i didn't have a difference in in price i would expect to have 73 dollars but here you can see my transaction amount is actually a little bit less and my total discount amount for all of the line items is five dollars and 52 cents so that may be really important this hopefully is a generic enough example to show you a lot of different features of the saved search functionality

43:01so knowing most importantly to use the type for our transaction tables to know which transaction type we want to pull really knowing the differences between main line shipping line and your tax line and how to leverage those to get the data that you want out of your transaction tables being able to use summary level reporting to be able to collapse and condense the different row outputs and then using some of our formulas here to populate or do some different calculations based on the data that we have available to us we also saw the join to the item record that can be very helpful i'm sure that you'll use a lot of different joints throughout your reporting requirement needs inside of the netsuite system one last formula i would like to show everyone is one formula called a case when statement i think the case one statement is one of the most popular or most frequently used formulas that i see myself writing on a almost daily basis so if we wanted to run a case when statement

44:10that's more of like an if statement same thing as an if statement inside of the pl sql language i may want to write a case 1 statement just to know whether the item was discounted or not so let's write a formula text instead of a formula numeric and i'm going to leave this ungrouped for now but i'm going to write a case when statement and we'll go ahead and pop this open again so case when our item fields base price let's put our nvl formula just to stay consistent so case when our item base price is greater than so just using a greater than symbol our item rate it's greater than that rate then what do we want to do i'm going to say just yes and we'll actually title the column discount or item is discounted something along those lines and then we would need an else statement and we'll put no as our case 1 statement if that item is not discounted i'll just capitalize that just to stay consistent with the yes and no so when

45:32you're writing a case one statement the kind of core content is the case when obviously we have to start it with a case one then you write your conditional value and then you must follow that with a then statement so when this is present when our kind of conditional statement is true then do something so in this case output a word or the word yes notice that i put those in single apostrophes if you're writing a formula text you do have to use those single apostrophes if i was just to put the word yes without those single apostrophes it would return an unexpected error and it's looking for a text value or a string value which has to be encapsulated inside those single asterisks also note that a quote a double kind of apostrophe or the quote does not work inside of this formatting so do remember to use those single quotes if this statement is is false then we want to use this else statement and say what we want to do with that false result so if

46:40it's false i'm going to put no and you definitely always have to end or terminate the case one statement with an end tag so case when then else and just remember those four kind of primary features of a case one statement or an if comparison type statement let's go ahead and put that in and then i'm going to say in our title item discounted question mark let's go back to our sales order let's actually put this back to base price for our our first line so that we only have one line that's discounted so we can see one line being discounted and another not discounted so we'll put that back to our base price and save all right back to our transaction search and let's do a save and run all right and we'll drill down and then we can see over here that our first line here our item rate is equal to our base price so it is not greater than and therefore we see an item discounted no

48:05and then over here we do have a smaller item rate so less than our base price and we get that item discounted is yes taking that logic you may want to run some site sort of highlighting we do have highlighting options within a safe search so if i wanted to take that exact same formula we can use that formula inside of a either base level or summary level report so because that statement currently is just written at my drill down level i'm going to use this first highlight if section we're going to use the same formula text i'm going to actually just paste this in and then we're going to say well when this result is yes i want to do something with it i may want to put an image maybe a right red arrow i may want to put that color as a red text and who knows i might want a yellow background if you wanted to make it bold you've got four different really options for highlighting here you can use all four of them you can use just one of them

49:16they're not all mandatory and then i'm just going to put item discounted as my little legend you'll see how that gets output here in a second so let's save and run that again that was just at a drill down level so we don't see any highlighting here at the summary level but when we drill down there we can see that second row nice interface highlighting with our red arrow those symbols are always going to show up in this far left hand column and then i have my background and my text also in bold to show me that that row of that order was discounted all right um quick way to just recap some of our check boxes up top available's list view if you were going to any of your navigational views let's say i wanted to look at items or since we've been talking about saved searches here if i wanted to go to my enter sales orders and list you have a variety of different views that are available to you if

50:24you've specified a search as a eligible for list view i don't think the report that i just created is really set up well to be a list view most time you're always going to want to mainline true to be your list view you always want kind of that one single result if you're looking at the different data inside of a list presentation but you could customize this view and if i did that real fast when you're customizing views and you hit more options it will actually take you to a saved search and notice that by going through that navigation hitting our customized view and more options automatically sets that available as list view checkbox for us i'm not going to

51:09actually save a new list view but that is good to be aware of available for a dashboard view very similar if i open up my home tab you may want to add list as a dashboard option so if i set this up and i want to see transactions so again transaction is one of our data tables so these different list types are equivalent to the different saved search types i may want to have a transaction dashboard list view and if we wanted that view to be something unique you can see i have some invoices views that are in here those are only eligible when you have this available dashboard view checkbox checked and then you'd be able to see that unique view of your transaction table here from the dashboard available is a sub list view those aren't super common but a very common way that you'd see a transaction sub list view is from for example the customer record if we were to

52:20actually open up our customer record and we drop down into our financial tab actually let's go into our sales tab and then underneath here we have a transaction sub list um here's again where we see a view option so we're going to see just the default view but if we were to customize the view underneath this customer sub list view and once again hit our more option same way that we did from our previous list view customization notice that by going through that navigation it automatically checked are available as sub list view check box so that is where a sub list view would come into play if you wanted to see different transaction outputs underneath a customer or vendor sublist like down here available for reminders if this was again a mainline search you could use different things for reminders that are non-mainline i would say that's rare but you could so if you want to see how many line items have i discounted today maybe

53:35that's something that you could have eligible for reminders so that someone would review that but eligible for reminders will allow you to set up a custom reminder you'll actually see this little green c that stands for a custom sub list and that means that was created or sorry not sublist but safe search custom saved search that just stands for a search that was created that was eligible for reminders so my implementation tasks that are assigned to myself i'm going to be able to see those on the dashboard i could check the show reminders with zero results and we'll see a nice zero on that my implementation tasks so just to show you here was to edit this search you'll see that that available for reminders is listed here and then lastly showing menu this is something i don't recommend checking hardly ever unless it becomes an extremely popular search for everyone but what will happen when you do this show and menu is you can go to your reports

54:52and then save searches and if we were to show in menu you'd actually see some different results here a show menu would traditionally allow that saved search to show up via this navigation for everyone there's plenty more to know about save searches probably could go on for another hour i'm into different audience permissions roles default list views scheduling via email so if you wanted to receive the results of the saved search on a recurring basis to your email inbox those are all eligible different ways that you can set up a given saved search but hopefully this was a pretty good introductory video for you to learn a little bit more about some of the best practices with global search ways to architect your saved searches when you're doing especially transaction based saved searches using type mainline shipping line tax line

55:48and then how to use some of the summary and formula function options feel free to explore more on your own and i look forward to seeing you on our next video thank you very much