Searches are one of the building blocks of the NetSuite ecosystem. Through searches, users are able to view their inventory, transactions, customers, and much, much more. But we all know that life and work cannot always be confined to the NetSuite world, so sometimes we need to export our searches. What do we do when we need to use the information found in NetSuite on physical paper or in other programs, like Microsoft Excel? In this tip, we will explore how to export searches in NetSuite.
Step 1: Navigate to a search in NetSuite.
We will use the list of items in our inventory for this example. To navigate there, hover your mouse over “Lists” in the menu, then navigate to “Accounting” >> “Items.” There are countless places where you can export a search. Creating a custom Saved Search is another common option. Once you have navigated to your search of choice, you are ready to continue to the next step.
Step 2: Click one of the export options on the top left side of the search list.
You will now see three export icons that you can click to export your search.
There is the option to export to a CSV file. The CSV file format, or the “Comma-Separated-Value” format to be specific, is a popular way to store information on a file. Think of it like a database where each value is separated by commas. This file format can be edited in Excel, although it is not the prefered format for that software.
You can export the search to an Excel format for the best editing experience in Microsoft Excel. This is the path we will show in the following example.
Lastly, there is the PDF export option. You may also choose to click the print icon next to this option for easy printing.
Step 3: You are ready to view or edit your search list!
After clicking your prefered file format, you may need to manually open the file from your downloads folder. Happy viewing or editing!