Exporting a Report
In NetSuite, you can export your report as a CSV file or a PDF, or export the data to Microsoft® Word, Microsoft® Excel , or Tableau® Desktop.
Exporting a report provides additional flexibility for review and analysis of business data. You can export reports as CSV files which can be imported into other reporting software, 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 analysis-ready Tableau® workbooks, the Tableau Workbook Export option must be enabled in your account, and you must have the Tableau® Workbook Export permission.
You can preserve the relational aspects of 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 have exported a report to an external application, you can open it in that application and customize it as needed.
Each export format has certain advantages and limitations. You should 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 Limitation for 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 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 enables you to 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.
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 the report you export includes sorting based on some of the columns, these settings may be lost when the exported report is opened with the Tableau® Desktop software.