What Saved Search type should an Administrator use to determine the total lifetime sales for both parent and child customers?

A Transaction Saved Search is the appropriate type to calculate total sales. This search type allows access to sales-related records like Invoices and Cash Sales. By using the summary functions on the search results, an administrator can aggregate the Amount field with a SUM function. To include both parent and child customer data, the results can be grouped by the Customer field while displaying the Parent field, or grouped directly by the Customer: Parent field to roll up the totals for each parent entity.

B. Company: "Company" is not a standard Saved Search type. While a "Customer" search exists, it is primarily for querying customer record data, not for aggregating their transaction history.
C. Document: A "Document" search is used exclusively for querying files and folders within the NetSuite File Cabinet and cannot access or calculate sales transaction data.
D. Parent: "Parent" is not a Saved Search type. It is a field on a record, such as a customer record, used to establish a hierarchical relationship.

1. NetSuite Help Center, SuiteAnswers: Saved Search Types (Answer ID: 8991). This document lists and describes the available record types for saved searches, confirming that "Transaction" is the correct type for searching transaction records and that "Company" and "Parent" are not search types.

2. NetSuite Help Center, SuiteAnswers: Summarizing Saved Search Results (Answer ID: 9915). This article details the use of summary types like SUM and GROUP on the Results subtab of a saved search, which is the required method for calculating total sales. It states, "You can add summary values to your saved search results, to show totals, averages, and other calculations."

3. NetSuite Help Center, SuiteAnswers: Formulas in Search (Answer ID: 10093). This guide explains how formulas can be used in search criteria and results, which could be an alternative method to group parent and child customer data within a Transaction search.

4. NetSuite Help Center, SuiteAnswers: Displaying Parent/Child Relationships in a Saved Search (Answer ID: 37821). This document provides instructions on how to structure search results to show hierarchical data, such as grouping by the Parent field from a joined Customer record in a Transaction search.