Exporting Search Results
You can use SuiteAnalytics Workbook to query your NetSuite data using the analytics data source, which offers advanced query capabilities. For more information about SuiteAnalytics Workbook and how you can recreate your existing saved searches to workbooks, see the following topics:
You can export most NetSuite search results as files that you can open in external applications. (Popup searches and their results pages do not include Export option buttons.)
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From most search pages click Export to export search results to a .csv file instead of displaying them in a NetSuite page. The Export button also has a menu option to export data only.
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From most search and saved search results pages:
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Click Export - CSV to export results to a CSV file.
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Click Export - PDF to export results to a PDF file.
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Click Export - Microsoft® Excel to export results to an XLS file.
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If your account administrator enabled the Export to Tableau® Workbooks feature for your account and assigned you the Tableau Workbooks Export permission, your search results page will also contain the Export to Tableau Workbook icon . For more information, see Enabling Features and Permissions for Searches.
For results exported to a CSV or XLS file, you have the option of saving the file or opening it for immediate viewing in Microsoft® Excel. For results exported to a PDF file, the file opens immediately.
You can preserve the relational aspects of exported data by including the Internal ID as a results column in the search to be exported.
Exported search results can help to integrate NetSuite tasks with tasks you perform in different applications. For example, if you use cash sales without Advanced Shipping and ship your items to customers through UPS, you can use the search export function to transfer shipping information from NetSuite to UPS WorldShip®. You can:
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Create a transaction search to find all cash sales with UPS shipping items within a certain date range.
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On the Results subtab, select the information you want exported and in what order.
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Click Submit, and on the results page, click Export.
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You can then open the .csv file in UPS WorldShip®.
If your search results pages do not include an Export button, your account administrator may not have assigned you the Export Lists and Perform Search permissions. These permissions are required for exporting search results. See Permissions for Searches.
If your search takes a long time to run, and you want to export your search results to a CSV file, consider persisting search results. For more information, see Persisting Search Results.
Exports of each saved search are recorded in its execution log. This log is available to users with at least Create level of the Publish Search permission. See Audit Trail for Saved Searches, Reports and Schedules.
Note: Users can export all address search result fields on the customer record to Excel or CSV, including the following fields: addressee, address (returns the entire address string), address1, address2, city, state, zip code, and country.
Each export format has certain advantages and limitations. NetSuite s that you become familiar with the limitations before selecting a preferred format. Choosing the wrong format can affect data accuracy and report readability. For details on all export formats and their limitation see Comparing Export Formats.
Known Excel Limitations
Be aware of the following limitations for exporting search results to Excel:
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Values with more than 16 digits – When opening a CSV file directly, Excel treats long numeric sequences as numbers and displays them using scientific notation. This treatment leads to a loss of precision when the number has more than 16 digits and to a loss of information when digits at 16+ position are truncated. Even if apostrophes or double quotes are used as text qualifiers, the text within them is still recognized by Excel heuristics as a number and an additional formatting hint must be provided. This heuristics is known in Excel as the "General" format. One way to work around this limitation is to always open CSV files using Excel's multistep Text Import Wizard. The wizard lets you set column formatting in the last step ("Text" format). Alternatively, you can use a different Office suite, for example LibreOffice, which always displays the import wizard when opening a CSV file.
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Item’s Detailed Description length – When exporting search results that contain Detailed Description fields for items, the length of these fields in the exported Excel file is limited to 1,300 characters.
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Discrepancies between report links results and exported results- If you access a report that includes period selectors from the Report Links portlet and edit the period before running and exporting the report, your exported results may not account for the new periods you select. To avoid discrepancies in your results, either adjust the period and export the results without running the report, or consider running and exporting the report using an advanced search. For more information, see Defining an Advanced Search.