Saved Search Settings in Planning and Budgeting Sync
You can view all the saved searches you have in NetSuite for your Planning and Budgeting. You can use a filter to return more specific saved search results, and you can customize the hierarchy of metadata you want to export in a saved search.
For information, see the following help topics:
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Customization of Executed Saved Searches in Planning and Budgeting Sync
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Manual Export of Saved Search Metadata in Planning and Budgeting Sync
Related Topics
- Planning and Budgeting Sync Installation and Setup
- Required Features for Installing the Planning and Budgeting Sync SuiteApp
- Installing the Planning and Budgeting Sync SuiteApp
- Role Permissions for Planning and Budgeting Sync Users
- Setting Up the Integration User for Planning and Budgeting Sync
- Setting Up Token-based Authentication for Planning and Budgeting Sync
- Setting Up the Connection to Planning and Budgeting
- Scheduling Script Deployments for Planning and Budgeting Sync
- Planning and Budgeting Sync Configuration Checklist
- Saved Searches for Planning and Budgeting Sync
- Managing the Planning and Budgeting Sync Saved Searches
- Metadata Export in Planning and Budgeting Sync
- Account Metadata Hierarchy in Planning and Budgeting Sync
- Using SuiteAnalytics Datasets with Planning and Budgeting Sync
- Managing Jobs in Planning and Budgeting Sync
- Substitution Variables in Planning and Budgeting Sync
- Forms and Dashboards in Planning and Budgeting Sync
- Import/Export Configuration
- Integration Artifacts
- Planning and Budgeting Sync Portlets