Use Data Filters to retrieve a specific set of NetSuite records into Excel. You create filter rules in ExtendInsights, so you can filter records without relying on a NetSuite Saved Search.
You can create a template and apply a Data Filter in one workflow, or use a template you already have.
Choose the path that matches your starting point:
If you… | Start here |
Don’t have a template yet | |
Already have a template |
Video Walkthrough
Retrieve Data Using Data Filters Without an Existing Template
Use this workflow when you want to choose the fields for a new template and define filter rules in the same process.
From the ExtendInsights welcome screen, click Search and Download.
Select the NetSuite record or transaction type you want to retrieve. You can search for a record type or browse the list. Standard records and custom records are supported.
For example, select Vendor Bill to retrieve vendor bills.
Choose the fields you want to include in the template:
Search or browse for a field.
Select the checkbox beside each field.
Click Add fields.
Use the + icon to add more fields, if needed.
Click Continue, then confirm by clicking Yes.
⚠️ Loading a template clears the existing contents of the active worksheet. Before continuing, make sure the worksheet does not contain data you need to keep.
Turn on Apply Filters, then select Using Rules.
Define the filter rules you want to use. For example, you can filter by status, date, or amount.
Click Save, then click Download Data to retrieve matching records into Excel.
To save the template for future use, turn on Save As Template, then click Save and Download.
Retrieve Data Using Data Filters With an Existing Template
Turn on Start with a Template.
Click Search and Download with Template.
Select the template you want to use.
Click Run Template to continue.
Turn on Apply Filters.
Choose how to set the filter rules:
Select an existing Data Filter, or
Click the + icon to create a new rule-based filter.
Give the filter a name, then Save.
Select the filter you want to use.
Click Save and Download to retrieve the Saved Search results into the template.
💡 Tip: You can save multiple filters and switch between them when you need to retrieve different datasets.
About Data Filters
Filters are global to your NetSuite account
Available across:
Different workbooks
New Excel files
Desktop or Excel Online
As long as you’re connected to the same NetSuite account, your filters remain available
➡️ Learn more about global filters here
Need Help?
If you need help deciding between Data Filters and Saved Searches:
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com