NetSuite users can create Income Statements, Balance Sheets, and Trial Balances using NetSuite reports. Saved searches can provide a more tailored approach with numerous advantages

There are numerous ways to get your financials into Excel via a NetSuite saved search. These sections are meant to help you get started. We'd love to hear about how you build on them.

Because the G/L summary approach exports G/L summary data only (ie not individual transactions), it is extremely fast and can be run on demand in just a few seconds. This is the recommended approach. Typical use cases would involve building board ready financials or quickly cross checking that month end entries had the desired effect.

The G/L summary option is the most efficient way to export balance sheet details since the balance sheet is a summary of all transaction detail up to a point time.

Learn how to customize your saved search to produce the data needed for a flexible trial balance including comparing dates as columns. Add complex filters, calculations, and your own custom fields.