NetSuite users can create income statements and balance sheets in NetSuite using NetSuite reports. Our customers have asked us how they can create more customizable reports using Microsoft Excel.

There are numerous ways to get your financials into Excel via a NetSuite saved search. These sections are meant to help you get started. We'd love to hear about how you build on them.

Because the G/L summary approach exports G/L summary data only (ie not individual transactions), it is extremely fast and can be run on demand in just a few seconds. This is the recommended approach. Typical use cases would involve building board ready financials or quickly cross checking that month end entries had the desired effect.

The G/L summary option is the most efficient way to export balance sheet details since the balance sheet is a summary of all transaction detail up to a point time.