This article explains how to add NetSuite Saved Searches to ExtendInsights Analytics and load them into Excel for analysis, refresh, or scheduling.
🚨 Important: Saved Searches vs Reports
ExtendInsights Analytics works with NetSuite Saved Searches only.
NetSuite Reports are not supported
When this article refers to “reports,” it means:
An Excel workbook generated from one or more NetSuite saved searches
📘 Learn more about NetSuite Saved Searches
🎥 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 tab
Click Create custom report
Step 2: Add a Saved Search
Click Add Search
Locate the NetSuite saved search you want to use
Step 3: Find Your Saved Search
🔍 Search Using Filters (Default)
Search by:
Saved Search Name
Search ID
Internal ID
You can select multiple saved searches at once.
Each saved search will be added to its own worksheet in Excel.
Other Ways to Search for Saved Searches
The search window offers multiple ways to locate saved searches:
Key-value pair search
Key-value pair search
Under the Filter tab, search for a NetSuite saved search using an internal ID, search ID, or name. By default, this option will appear.
Search using a list
Search using a list
Click the All tab and select a record type to pull a specific saved search list.
Search using recent NetSuite saved searches
Search using recent NetSuite saved searches
Click on the background of the pop-up window and select a saved search.
Step 4 (Optional): Schedule the Saved Search
After selecting your searches, click Next.
You can:
Click Add Schedule to automate refreshes, or
Click Skip to refresh manually
⚠️ 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
📘 Learn more about scheduling
Step 5: Preview Records (Optional)
Click the view icon next to a saved search
Preview records before dowloading to Excel
Step 6: Create the Report
Click Create
ExtendInsights populates the saved searches into the Excel workbook
Each saved search appears in a separate worksheet.
✅ Verification
You have successfully added saved searches when:
New worksheets appear in Excel
Each worksheet contains data from the selected NetSuite saved search
You can manually refresh or schedule updates (if enabled)
Best Practices
Ensure saved search column labels are unique
Avoid renaming worksheets after creation
Test saved searches manually before scheduling
Use OneDrive or SharePoint for scheduled files
Need Help?
Before contacting Support, try searching:
If you still need assistance:
💬 Use in-app chat from within ExtendInsights
✉️ Email cloudextend-support@celigo.com
📎 Include the saved search name and screenshots when possible.