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Retrieve Data: Global Filters across Multiple Workbooks
Retrieve Data: Global Filters across Multiple Workbooks

ExtendInsights Data Management | Access your filters across workbooks, in different browsers

Updated over 4 months ago

Filters are global and they can be accessed at any location be it online or desktop or a new machine or on a new workbook as long as you are connected to the same NetSuite account.

Note

  • Filters are shown bound to the corresponding NetSuite account and record type selected.

  • If you have selected a transaction record type, the visible filters will only be the ones under the same record type.

  • For example, if you have selected Contact record type, all contact-related filters would be visible across your workbooks.

Check out the video below! It will show how the Global filter works:

  • When creating new filters

  • Renaming filters

  • Deleting filters

Filters are shown bound to the corresponding NetSuite account and record type selected.

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