Please note that ExtendInsights is compatible with NetSuite Saved Searches, NOT NetSuite reports. When we mention reports, we are specifically referring to your Excel document generated from one or more NetSuite saved searches.
👉 To know more about Saved Searches, go here.
Watch the video or follow the steps below to learn how to add NetSuite saved searches to Excel.
Adding a NetSuite Saved Search
Step 1: Go to the Analytics tab and click Create custom report.
Step 2: Click Add Search and look for the Saved Searches you wish to add.
Step 3: Note that the search window dialog opens. You may search for a NetSuite saved search using any of the methods below.
Key-value pair search
Key-value pair search
Under the Filter tab, search for a NetSuite saved search using an internal ID, search ID, or name. By default, this option will appear.
Search using a list
Search using a list
Click the All tab and select a record type to pull a specific saved search list.
Search using recent NetSuite saved searches
Search using recent NetSuite saved searches
Click on the background of the pop-up window and select a saved search.
You can search for multiple saved searches at once, each saved search will be pulled and will have a designated worksheet.
Step 4 (Optional): Click Next. You may either click Add Schedule to schedule the report generation or click Skip to schedule later. You can also choose to manually refresh to get the latest data whenever you prefer.
⚠️ Note
Saved Search scheduling is available to trial and Enterprise customers.
Before adding your schedule, you will need to save your file to OneDrive for Business or SharePoint. You can always add a report to a schedule later.
You may enter the schedule interval and frequency and click Next. For more information on scheduling, see Scheduling report generation.
Step 5: You may preview records by clicking the respective view icon.
Step 6: Click Create. Note that the saved searches get populated in the Microsoft Excel Workbook.
