Putting your NetSuite searches and queries on a schedule is a smart way to automatically keep your Excel data in sync with NetSuite.
Schedules let you automatically refresh your Saved Searches and queries at the frequency that fits your reporting needs.
💡 Tip:
For data that rarely changes (subsidiaries, G/L accounts), use a monthly or manual schedule.
For data that changes frequently(transactions), use an hourly or daily schedule.
If you have a sales dashboard add your sales order search to an hourly schedule.
Prerequisites
Before creating a schedule, confirm the following:
Scheduling is available to trial and Enterprise customers.
Your workbook must be saved to OneDrive for Business or SharePoint.
ExtendInsights cannot schedule data refreshes from a workbook stored locally.
Add a Schedule for Saved Searches
You may watch the video tutorial or follow the steps below.
Step 1: Save your workbook to OneDrive or SharePoint
ExtendInsights schedules only work with cloud-saved workbooks.
Click File → Save As.
Choose OneDrive for Business or SharePoint.
Save the file.
The GIF below shows saving a workbook to OneDrive.
Step 2: Create a new schedule
Open the ExtendInsights task pane.
Go to the Schedule tab.
Click + sign to Add schedule.
Choose your frequency and interval:
Hourly
Daily
Weekly
Monthly
Yearly
Set the run time and click Create.
Your new schedule will now appear in the Schedule main list.
Step 3: Assign Saved Searches to the schedule
On the Schedule tab, you will see all the list of schedules added.
With name, frequency, and assignment summary
Add New schedule using the + button
Filter or search for schedules queries or reports
Select your preferred schedule, click the three-dot menu (…) then Assign. The list of saved searches or queries will appear.
Assign the saved searches and queries to run on the schedule selected.
ExtendInsights will now run the assigned Saved Searches at the selected frequency.
Update Schedule
On the Schedule tab, you will see all the list of schedules added.
With name, frequency, and assignment summary
Add New schedule using the + button
Filter or search for schedules queries or reports
Select your preferred schedule to update, click the three-dot menu (…) then Edit.
Once done, click Update.
Removing Schedule
There are two ways to remove schedules, depending on what you want to accomplish.
Option 1: Delete an entire schedule
Use this if you want to remove all searches assigned to that schedule.
On the Schedule tab, you will see all the list of schedules added.
With name, frequency, and assignment summary
Add New schedule using the + button
Filter or search for schedules queries or reports
Select your preferred schedule to update, click the three-dot menu (…) then Delete.
A pop-up screen will appear. Click Yes to continue.
Schedule will now be deleted from the Schedule pane.
Option 2: Remove selected Saved Search or query from a schedule
Use this if you want to unschedule selected Saved Search or queries.
On the Schedule tab, you will see all the list of schedules added.
With name, frequency, and assignment summary
Add New schedule using the + button
Filter or search for schedules queries or reports
Select your preferred echedule to update, click the three-dot menu (…) then Assign.
Unselect unwanted queries and saved searches. Once done, click Assign.
The schedule will remain, but the specific item will no longer run automatically.