Retrieve Data: Downloading NetSuite Saved Searches into Excel

XLNS | CloudExtend Excel allows you to download NetSuite Saved Searches fast, and for free. Learn when to use this option here

Updated over a week ago

Updated October 2023

The raw data download feature is no longer available in the Data Management Application. A more robust solution is available by adding a license for Excel Analytics, a purpose-built feature/app that enables users to see and run their saved searches directly from Excel. Users can refresh with one click and even put searches on a schedule.

Two ways to run your NetSuite saved searches directly in Excel

Option 1: Template Mode

If you are a paid subscriber and you want to MODIFY the data you download then you will need to choose the option to download into a template. Note, you could use a saved search for this or you could use your templates data filter.


Option 2: Excel Analytics

Use the CloudExtend Excel Analytics for NetSuite App (this is a separate application purpose-built for downloads and includes on-demand refresh as well as scheduled refresh.

Did this answer your question?