Use a NetSuite Saved Search to retrieve a specific set of records from NetSuite into Excel. You can create a template and download the records in one workflow, or use a template you already have.
Choose the path that matches your starting point:
If you… | Start here |
Don’t have a template yet | |
Already have a template |
Download Data While Creating a Template
If you’re new to ExtendInsights and want to pull a subset of data from NetSuite, you can create a template and download data in one flow.
Watch the video or follow the steps below.
From the ExtendInsights welcome screen, click Search and Download.
Select the NetSuite record or transaction type you want to retrieve. You can search for a record type or browse the list. Standard records and custom records are supported.
For example, select Vendor Bill to retrieve vendor bills.
Choose the fields you want to include in the template:
Search or browse for a field.
Select the checkbox beside each field.
Click Add fields.
Use the + icon to add more fields, if needed.
Click Continue, then confirm by clicking Yes.
⚠️ Loading a template clears the existing contents of the active worksheet. Before continuing, make sure the worksheet does not contain data you need to keep.
Turn on Apply Filters, then select Using Saved Search.
Choose the Saved Search you want to use, then select the filter to apply.
Click Download Data to retrieve the matching records into Excel.
To save the template for future use, turn on Save As Template, then click Save and Download.
💡 Tip: You can create multiple filters and switch between them to retrieve different sets of records.
Download Data Into an Existing Template
Use this workflow when you already have a template with the fields you need.
Watch the video or follow the steps below.
Turn on Start with a Template.
Click Search and Download with Template.
Select the template you want to use.
Click Run Template to continue.
Turn on Apply Filters.
Choose how to set the Saved Search criteria:
Select an existing Saved Search filter, or
Click the + icon to add Saved Search criteria.
Give the filter a name, then Save.
Select the Saved Search you want to use.
Click Save and Download to retrieve the Saved Search results into the template.
💡 Tip: You can save multiple filters and switch between them when you need to retrieve different datasets.
About Saved Search Filters
Filters are global to your NetSuite account
Available across:
Different workbooks
New Excel files
Desktop or Excel Online
As long as you’re connected to the same NetSuite account, your filters remain available
➡️ Learn more about global filters here
Summary
Saved Searches are a powerful way to retrieve targeted NetSuite data
You can download data with or without an existing template
Templates can be saved and reused
Filters make it easy to switch between different datasets
Need Help?
If you’re looking to:
Pull Saved Searches on demand, or
Refresh data on a schedule for reporting
Contact cloudextend-sales@celigo.com to learn more about ExtendInsights Analytics for NetSuite.
For setup or troubleshooting help:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com
📎 Include the record type and Saved Search name if possible.