ExtendInsights Data Management uses Global Filters, which means filters you create are available across multiple workbooks, browsers, and machines as long as you’re connected to the same NetSuite account.
This makes it easy to reuse filters without recreating them every time.
How Filters Are Scoped
Filters are context-aware and are shown based on:
NetSuite account
Record type
💡 Important Notes
Filters are bound to the selected record type
Only filters created for the current record type will be visible
Example
If you select the Contact record type:
Only Contact-related filters will be shown
If you select a Transaction record type:
Only Transaction-related filters will be shown
This prevents filters from being applied to incompatible record types.
What You Can Do with Global Filters
Global Filters allow you to:
Create new filters
Rename existing filters
Delete filters you no longer need
Reuse the same filter across multiple workbooks
All changes apply immediately and are reflected everywhere the filter is available.
🎥 Video Walkthrough
Watch the video below for a visual walkthrough of how Global Filters work, including:
Creating new filters
Renaming filters
Deleting filters
Using the same filter across different workbooks
Need Help?
If filters aren’t appearing as expected:
Confirm you’re connected to the correct NetSuite account
Verify the record type matches the filter
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and filter name if possible.