Exporting a Report
In NetSuite, you can export your report as a CSV or PDF, or export the data to Microsoft® Word, Microsoft® Excel , or Tableau® Desktop.
Exporting a report gives you extra flexibility for reviewing and analyzing business data. You can export reports as CSV files to use in other reporting tools, Microsoft® Word, Microsoft® Excel , or Tableau® Desktop, to take advantage of their formatting and chart-making capabilities. You can also export your report as a PDF.
To be able to export report results, you must have the Export Lists permission.
If you want to export report results to Tableau® workbooks, you need the Tableau Workbook Export option enabled in your account and the Tableau® Workbook Export permission.
You can keep the relational aspects of your exported data by including the Internal ID as a results column in the exported report.
To export a report:
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On the Reports page, click the name of the report you want to see.
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In the footer of the report, click the icon of the export file format you need.
The following export types are available:
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– Export to Microsoft® Excel -
– Export to PDF -
– Export to CSV -
– Export to Microsoft® Word
Note:If your account administrator enabled the Export to Tableau® Workbooks feature for your account and assigned you the Tableau Workbooks Export permission, your report footer will also contain the Export to Tableau Workbook icon
. For more information, see Enabling Features and Permissions for Searches. -
As soon as you export a report to an external application, you can open and customize it there as needed.
Each export format has its own pros and cons. Be sure to review the limitations before choosing your preferred format. Picking the wrong format can affect your data accuracy and how readable the report is. For details on all export formats and their limitation see Comparing Export Formats.
Known Excel Limitation for Values with More Than 16 Digits
When you open a CSV directly, Excel treats long numbers as numeric values and shows them in scientific notation. This can cause a loss of precision for numbers longer than 16 digits and may cut off digits beyond that. 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 enables you to set column formatting in the last step ("Text" format). Or, you can use another office suite like LibreOffice, which always shows the import wizard for CSVs.
Known Limitations for Tableau® Workbook Export
Some reports cannot be exported as Tableau® workbooks, including:
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All financial statement reports, including both standard and custom financial statements.
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Reports with a running balance column, such as the General Ledger report.
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Forecast, Sales, and Sales Orders by team reports.
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Reports with alternate date ranges.
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Reports with summary types set to Average.
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The Employee Change History report.
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The Trial Balance report, if its View is set to Credit/Debit.
Additionally, if your exported report includes sorting on some columns, those settings might be lost when you open the report in Tableau® Desktop software.