ExtendInsights Analytics lets you download data from one or more NetSuite saved searches directly into an Excel workbook. You can then analyze the data, refresh it manually, or schedule automatic updates.
NetSuite Saved Searches vs. Reports
ExtendInsights Analytics supports NetSuite saved searches only. NetSuite reports are not supported.
Within ExtendInsights Analytics, the term report refers to an Excel workbook created from one or more NetSuite saved searches. It does not refer to a report created in NetSuite.
Each saved search added to the report is loaded into its own Excel worksheet.
š Learn more about NetSuite Saved Searches
š„ Video Walkthrough
You can watch the walkthrough video or follow the steps below to add saved searches to Excel.
How to Add a NetSuite Saved Search
Step 1: Create a New Analytics Report
Open Excel.
Launch the ExtendInsights Analytics add-in.
Go to the Analytics > Reports tab.
Click Create Report.
Step 2: Open the Saved Search Window
Click Add Search.
Step 3: Find and Select Saved Searches
You can select multiple saved searches at the same time. ExtendInsights adds each selected search to a separate worksheet in Excel.
Other Ways to Search for Saved Searches
Use any of the following methods to find a saved search.
Search using filters
Search using filters
The Filter tab appears by default. Search using one of the following values:
Saved search name
Search ID
Internal ID
Browse by record type
Browse by record type
Click the All tab.
Select a NetSuite record type.
Choose a saved search from the available list.
Select a recently used saved search
Select a recently used saved search
Select a saved search from the recent searches displayed in the search window.
Step 4: Configure a Schedule (Optional)
After selecting the saved searches, click Next.
Choose one of the following options:
Click Add Schedule to configure automatic updates.
Click Skip to create the report without a schedule and refresh it manually.
ā ļø Important Notes
Scheduling is available for trial and Enterprise customers
To schedule a search:
The Excel file must be saved to OneDrive for Business or SharePoint
You can always add or modify schedules later
š Learn more about scheduling
Step 5: Preview the Data (Optional)
Click the View icon next to a saved search to preview its records before downloading them to Excel.
ā
Step 6: Create the Report
Click Create
Wait while ExtendInsights downloads the saved search data into the workbook.
Each selected saved search appears in a separate Excel worksheet.
You can use the downloaded worksheets as data sources for:
Excel tables, PivotTables, and charts
Power Query transformations
Power BI reports and visualizations
Other worksheets and formulas within the workbook
Verification
The saved searches were added successfully when:
A worksheet appears for each selected saved search.
Each worksheet contains data from the corresponding NetSuite saved search.
You can refresh the data manually.
Scheduled updates are available if you configured a schedule.
Best Practices
Give every results column in the NetSuite saved search a unique label.
Test the saved search directly in NetSuite before adding or scheduling it.
Avoid renaming worksheets created by ExtendInsights.
Save scheduled workbooks to OneDrive for Business or SharePoint.
Preview the results before creating the report to confirm that you selected the correct saved search.
Need Help?
Before contacting Support, try searching:
If you still need assistance:
š¬ Use in-app chat from within ExtendInsights
āļø Email cloudextend-support@celigo.com
š Include the saved search name and screenshots when possible.