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Saved Search Times Out

If your Saved Search times out, there are three things you can do:

  1. Create a schedule for the saved search to run in the future.
  2. Send the results to a recipient.
  3. Use the Persist CSV link.

To schedule the saved search to run:

  1. Open the Email tab of the saved search.

  2. Open the Schedule tab and schedule the saved search to run.

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Send Results​

To send the results to a recipient:

  1. Go to the Email tab of the saved search.
  2. Select the Specific Recipients tab.
  3. Fill out the recipient’s information including:

  • Recipient: add their name.

  • Check the boxes: Send emails according to schedule and summarize scheduled emails.

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  1. Click on Customize Message tab.

  2. Select Send as CSV.

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  3. Open Schedule tab.

  4. Schedule the saved search.

  5. The user receives an email with the CSV file.

  1. Open Lists > Search > Saved Searches

  2. Locate your saved search on the list.

  3. Click Persist (CSV).

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The search is executed in the background and the CSV file saved in the NetSuite File Cabinet.