ExtendInsights Analytics for NetSuite allows you to filter data directly within the application. This reduces the need to create multiple similar Saved Searches in NetSuite and helps narrow down record pulls—especially for Saved Searches containing very large data sets.
Availability and Scope
Works inside ExtendInsights → NetSuite → Analytics (Saved Searches).
If a Saved Search is not eligible, the Filter option will be disabled in the three-dot menu.
Prerequisites
You have an active NetSuite connection in ExtendInsights.
You can view the target Saved Search in the Reports tab.
You have permission to view the fields you intend to filter on.
Step-by-Step
🔵 Open and check eligibility
Navigate to NetSuite → Analytics → Reports.
Locate your Saved Search and click the three-dot menu.
If the Filter option is available, the search supports filtering.
🔵 Apply and save filter
Click Filter to open the filter panel.
Choose a Field, select an Operator, and enter a Value.
Add additional filters if needed (ExtendInsights supports multiple filters per search).
After applying filters, click Save & Run.
Enter a new name (you cannot reuse the original Saved Search name).
Confirm to save. The new version will appear in Reports with a Custom tag.
💡 Note:
When creating a filter, the original Saved Searches remain unchanged.
Upon save, it will create a clone of the saved search and applies the filter criteria.
This allows users to create multiple custom variants from the same base Saved Search.
🔵 Manage and use Custom searches
Use the filter icon in the Reports tab to toggle between Standard and Custom searches.
Connection-level filters continue to apply to both Standard and Custom searches.
You can rename a Custom search from its three-dot menu.
🔵 Schedule Saved Searches (Optional)
Custom searches can be scheduled the same way as Standard searches.
Learn more on how to manage schedules here.
Notes & Limitations
ExtendInsights currently uses the 2024.2 version of NetSuite WSDL. Because of this:
Some Saved Search types do not support additional filters
For those that do support filters, the filter option is enabled
The available fields for filtering may differ from what you see inside NetSuite directly.
Supported fields and operators are fully governed by NetSuite’s API and may not always match your Saved Search definition.
Original Saved Searches remain unchanged; saving creates a Custom variant inside ExtendInsights.