Managed Services Minute – NS Tips and Tricks – September 2026
NetSuite Quick Tips
Our clients often ask about the best tips and tricks to navigate NetSuite. The following are some of the most requested:
Keyboard Shortcuts:
Date Fields:
Enter “T” to autofill todays date.
Enter “Y” to autofill with the previous days date.
Press “Shift + T” to autofill with the following days date.
Enter “M” to autofill with the final day of the current month.
Press “Alt + Home” to autofill the first day of the current month.
Press “Alt + Shift + Left Arrow” to autofill same date previous month.
Press “Alt + Shift + Right Arrow” to autofill the same date following month.
Enter “L” to autofill the last day of the previous month.
Navigating Subtabs on a NetSuite Record or NetSuite Transaction:
Press “Alt + Shift + Underlined Letter of the tab” to move between tabs.
For example, in the screen shot below, “Alt + Shift + I” for the “Items” tab.
Viewing Reports:
Press Page Up to go to the previous page of a report.
Press Page Down to go to the next page of a report.
Press Home to go to the first page of a report.
Press End to go to the last page of a report.
Global Search Bar
Press ‘ALT + G’ to go straight to the global search bar (for Windows).
Search for exact matches by encompassing the keyword string with quotation marks.
Enter the first three letters of several record types in the search bar with either a colon or carat to search specific record types, like cus: for customer, con^ for contact, inv^ for invoice or “emp:” for employee.
Search only exact matches by using quotation marks, e.g. “Tech Services Corp.”
Use % at the end of a search term as a “wild card” to return everything that starts with those letters. For instance, tech% will pull up anything that starts with “tech.”
Use percentages around a numeral to pull up any records containing that number, as in %495%.
Put an underscore between numbers to pull up customer numbers starting and ending with those numerals. Cu: 4_5, for example, shows customer records 415, 425, 435, etc.
To search up to three terms simultaneously, use “OR” (use capital letters) between the terms. Te% OR Tech% OR Techno% will provide any records with those prefixes.
NetSuite Audit Trails for Admins:
Audit Record Changes:
Create a custom saved search and select Analytics Audit Trail as the search type.
The results will show who made any changes to records within the defined time period.
Audit Deleted Records:
Create a custom saved search and select Deleted Record as the search type.
The results will provide a list of who deleted the records, what records were deleted, and when the records were deleted.
Review recent records using the circular arrow icon in the top left corner.
Reviewing NetSuite speed and performance
On any NetSuite page by double clicking the ‘Oracle NetSuite’ logo in the upper left corner.
The Performance Detail pop-up window will provide an analysis of the time needed to process the NetSuite page.
