Use ExtendInsights Analytics to download one or more NetSuite saved searches into an Excel workbook. Each saved search is added to its own worksheet. You can refresh the data manually or schedule automatic updates.
NetSuite Saved Searches and Reports
ExtendInsights Analytics supports NetSuite saved searches. It does not support NetSuite reports.
In ExtendInsights Analytics, a report is an Excel workbook created from one or more NetSuite saved searches. It does not refer to a report created in NetSuite.
š For more information, see NetSuite Saved Searches
š„ Video Walkthrough
Watch the video walkthrough or follow the steps below. The video may show a slightly different interface, but the features shown are available in the app.
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: Find and Select Saved Searches
Search for saved searches using the available search fields:
Saved search name -
<Enter the saved search name>Search ID -
ID: <Enter the saved search ID>Internal ID -
ID: <Enter the saved searchās internal ID.>
You can select multiple saved searches. ExtendInsights adds each selected search to a separate worksheet.
Step 3: Preview the Data (Optional)
Click the View icon next to a saved search to preview its records before downloading .
Step 4: 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
Step 4: Configure a Schedule (Optional)
After downloading the saved searches, you can add a schedule to keep your data up to date.
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
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.