CloudExtend

ExtendInsights Analytics | Know what steps to take to resolve persist search permission error

Troubleshooting: Permission Violation: You need the 'Lists -> Persist Search' permission to access this page

ExtendInsights Analytics | Know why this happens on how to resolve the issue

Troubleshooting: When downloading saved searches data is not inside the table

ExtendInsights Analytics | Ensure accurate date formatting when downloading data

Troubleshooting: Updating Date Format from NetSuite

ExtendInsights Analytics | List of error codes captured on scheduled runs and what to do to resolve them

Troubleshooting: ExtendInsights Analytics Flow Errors and Needed Action

ExtendInsights Analytics | Learn about errors returned when running your NetSuite saved searches

Common issues

XLANS | Learn how to work with date formats in CloudExtend Excel Analytics in regions other than the US

FAQ: Working with date fields when you are in region that does not use mm/dd/yyyy date format

ExtendInsights Analytics | See resolution on how to resolve if you cannot pull any records from your saved searches

Troubleshooting: Criteria with null values

ExtendInsights Analytics | Troubleshooting when getting mismatch headers error from ExtendInsights

Troubleshooting: Mismatch Headers

XLANS | Know the reason and workaround when you are getting Unexpected API error

Troubleshooting: Unexpected API Error

ExtendInsights Analytics | Troubleshooting when getting 'Won't work because it would move cells in a table on your worksheet' error

Troubleshooting: Won't work because it would move cells in a table on your worksheet

Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors when using ExtendInsights for Analytics  NetSuite

Troubleshooting

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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