The new version of ExtendInsights Data Management includes significant usability and workflow improvements. However, two legacy capabilities are not available in the new experience:
Saved Search Raw Download
Search Joins in Filters
This article explains what changed, why, and what to use instead.
Saved Search Raw Download (Removed)
What changed
The Saved Search Raw Download option (downloading a saved search into Excel in a “raw reporting-style” format) is not supported in the new version of ExtendInsights Data Management.
Why was it removed
Raw saved search downloads are now positioned under ExtendInsights Analytics for NetSuite, which is designed specifically for reporting and refreshable analysis workflows.
What you can do instead
You still have two solid options depending on your goal:
Need data to edit and upload back to NetSuite (operational workflow)
Use Search and Download into a Data Management template using a saved search.This keeps the dataset actionable for updates (create/update/delete).
You can modify the downloaded rows and upload changes back to NetSuite.
Need reporting-style downloads (analysis workflow)
Use ExtendInsights Analytics for NetSuite to run saved searches for reporting and refresh them on-demand or on a schedule.
Search Joins in Filters (Removed)
What changed
The ability to create a filter with joined fields from related records (Search Joins) has been removed from the filter builder in the new version.
Why was it removed
Usage was low, and the most reliable method to pull joined datasets is to define the join logic directly in NetSuite.
What you can do instead
If you need joined results, use one of the following:
Create or update a NetSuite Saved Search that includes the required joins/related fields
Then download the results using that saved search in ExtendInsights Data Management
This approach is typically more maintainable and aligns with NetSuite’s native reporting/search model.
Summary: What stayed the same
Even with these removals:
You can still download saved search results into templates for data operations
You can still use filters (rules-based) to download subsets of records
Joined datasets are still achievable via NetSuite Saved Searches
See Also
Feature Comparison Table: ExtendInsights Data Management Legacy vs New Version
Retrieve Data: Saved Search vs Data Filter vs Internal ID
Need Help?
Visit the Help Center: https://www.cloudextend.io/support/
Use the in-app chat