ExtendInsights Analytics provides two ways to access your NetSuite schedules. From either location, you can review and manage the schedules that automatically refresh your NetSuite saved searches and queries.
Access NetSuite Schedules
You can manage your schedules from either of the following locations:
Option 1: Open the Schedule Tab
Open the ExtendInsights task pane in Excel.
Select the Schedule tab.
Use this option when you are already working in ExtendInsights and want quick access to your schedules.
Option 2: Open NetSuite Schedules from the Menu
Open the ExtendInsights menu.
Select Schedules.
Select NetSuite Schedules.
Use this option to open a centralized summary of your NetSuite schedules.
What You Can Manage
From the NetSuite schedules view, you can:
Review all your schedules in one list.
See each schedule’s frequency and assignment summary.
Assign saved searches and queries to a schedule.
Remove saved searches and queries from a schedule.
Edit a schedule’s frequency or timing.
Delete an entire schedule.
Search or filter schedules and their assigned items.
Best Practices
Review schedule assignments before editing or deleting a schedule.
Delete schedules that are no longer needed.
Confirm that frequently refreshed saved searches require the selected frequency.
Use clear schedule names so you can identify their purpose easily.
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Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat (bottom-right of the support site)
✉️ Email cloudextend-support@celigo.com
📎 Please include your NetSuite Account ID, role name, and screenshots when possible.