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 don't have the Export option.)
-
On most search pages, click Export to save your search results to a .csv file instead of displaying them in a NetSuite page. The Export button also lets you export data only.
-
From most search and saved search results pages:
-
Click Export - CSV to export results to a CSV file.
-
Click Export - PDF to export results to a PDF file.
-
Click Export - Microsoft® Excel to export results to an XLS file.
-
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 CSV or XLS files, you can save the file or open it right away in Microsoft® Excel. For PDF files, they open immediately.
You can keep the relational aspects of your data by adding the Internal ID as a results column in the search to be exported.
Exported search results can help to connect NetSuite tasks with tasks 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:
-
Create a transaction search to find all cash sales with UPS shipping items within a certain date range.
-
On the Results subtab, select the information you want exported and in what order.
-
Click Submit, and on the results page, click Export.
-
You can then open the .csv file in UPS WorldShip®.
If you don't see an Export button on your search results, your account administrator may not have given you the Export Lists and Perform Search permissions. You need these permissions for exporting search results. See Permissions for Searches.
If your search takes a long time to run and you want to export results to a CSV file, try 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.
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 advantages and limitations. Get to know these limitations before selecting a format, since the wrong choice 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 when exporting search results to Excel:
-
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 you use apostrophes or double quotes, Excel still treats the text as a number unless additional formatting is provided. Excel calls this behavior the "General" format. To get around this, always open CSV files using Excel's Text Import Wizard. In the last step, you can set the column format to "Text". Alternatively, you can use another Office suite, for example LibreOffice, which always shows the import wizard for CSV files.
-
Item’s Detailed Description length – When you export item Detailed Description fields, the exported Excel file limits each field to 1,300 characters.
-
Discrepancies between report links results and exported results- If you open a report with period selectors from the Report Links portlet and change the period before running or exporting it, your exported results may not include the new periods you chose. To avoid discrepancies, adjust the period and export without running the report, or try running and exporting the report with an advanced search. For more information, see Defining an Advanced Search.