ExtendInsights Data Management provides multiple ways to retrieve data from NetSuite. One flexible option is using Data Filters (rules) to pull a specific subset of records directly into Excel without relying on NetSuite Saved Searches.

This article covers:

How to retrieve data when you don’t have a template yet
How to retrieve data using an existing template

Watch the video or follow the steps below:

Choose Your Path

New to ExtendInsights / No template yet → Search and Download
Already have a template → Search and Download with Template

Retrieve Data Using Data Filters (No Existing Template)

If you’re new to ExtendInsights or don’t yet have a template, you can create one and apply Data Filters in a single flow.

Step 1: Start Search and Download

From the ExtendInsights welcome screen, click Search and Download.

Step 2: Select the Record Type

Type or scroll to select the NetSuite record or transaction type.
ExtendInsights supports standard records and Custom Records.

Example: Vendor Bill

Step 3: Select Fields for the Template

Search or scroll to find the fields you need.
Check the box next to each field and click Add fields.
Use the + icon to add more fields if needed.

Step 4: Apply Data Filters

Click Continue, then select Yes.
⚠️ Loading a template clears any existing data on the active worksheet.
Turn on Apply Filters.
Select Using Rules.

Step 5: Create and Use the Filter

Define your filter rules (for example, status, date, amount).
Click Save.
Click Download Data to stream filtered records into Excel.

Step 6: Save the Template

Turn on Save As Template.
Click Save and Download to reuse the template in the future.

Retrieve Data Using Data Filters (Existing Template)

If you already have a template and want to pull NetSuite records into it using Data Filters.

Step 1: Start with a Template

Ensure Start with a Template is turned ON.
Click Search and Download with Template.

Step 2: Select the Template

Choose the template you want to use.
Click the Play button to continue.

Step 3: Apply Data Filters

Turn on Apply Filters.
Select Using Rules.
Reuse an existing filter, or
Click the + icon to create a new rule-based filter.

Step 4: Download Data

Click Save and Download.
ExtendInsights will stream matching NetSuite records into your template.

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