What is the first step to setting up a saved search in NetSuite?

The first step to setting up a saved search in NetSuite is defining your query. This step is crucial because it lays the groundwork for what data you want to retrieve from your NetSuite instance. In this phase, users determine specific criteria, filters, and conditions that will help to narrow down the results to the data that is most relevant for their analysis or reporting needs.

By clearly defining the query, users can ensure that the saved search generates useful and accurate results. This approach allows for greater control over the output, as users can target specific fields, records, or combinations of criteria, which directly impacts the relevance of the insights gained from the searched data. Once the query is defined, the subsequent steps—such as designing the display, selecting record types, or setting access permissions—can be carried out with the knowledge of what data will be included in the search.