See how you can build a saved search in NetSuite to view events/meetings sync per user. Keep a clear overview of which team members are scheduling meetings, allowing you to monitor engagement and identify trends in usage.
Creating the search for Events
Step 1: Start by creating a saved search of the activities;
Reports > All Saved Searches > NEW > then look for Event
or
Activities > Scheduling > Activity List> Search then click Create Saved Search
Add a Search Title (e.g., “Meetings by Rep (Powered by CloudExtend”)
Set the Saved Search to Public
Step 2: Go to the Criteria Tab and set the following:
Set Status as Completed.
Date Created is on or after 1 years ago
Step 3: Go to the Results Tab and set the following:
Step 4: Go to Available Filters Tab and add filters for Date Complete and Organizer. Enable the Show in Filter Region box.
Add Custom Search to NetSuite Dashboard
Step 1: Go to your Home page then click Personalize> Custom Search.
Step 2: Hover over the upper-right corner of the portlet and click the three dots. A new window will open—search for the saved search name and enter a custom title for your portlet.
Step 3: Save your setup. You can then drag and drop the portlet to your preferred section on the dashboard.
