Just starting a trial or need a refresher? Watch the video below for a technical overview.
Note, if your NetSuite role requires two factor authentication (2FA) please check out this article.
After watching the video come back here and take a deeper dive as needed.
Streaming your saved searches into Excel (ask your NetSuite Admin to review this article (it provides instructions as to how to configure NetSuite to allow summary saved searches to stream into Excel)