While NetSuite has plentiful features to explore, users find that saved searches are one of the most useful tools contained within the software. These searches specify criteria and results information in NetSuite to help users search through hundreds, thousands, or even millions of records and pinpoint exactly what they need. 

Saved searches are relatively easy to set up and can benefit companies in a wide variety of use cases, such as lists, dashboard elements, marketing groups, exporting data, and more. Here, we’re going to take a deeper look at NetSuite saved searches and reporting and how you can enhance these with automation. 

In a previous blog post, we delved into the dynamic world of NetSuite reporting, exploring its significance in today’s fast-paced business landscape. We navigated through the realms of SuiteAnalytics and Excel reports, highlighting their respective strengths and applications. Now, we’re excited to introduce a groundbreaking approach to reporting and automation that leverages the robust capabilities of NetSuite saved searches alongside the user-friendly interface of Excel via CloudExtend Excel for NetSuite.

Harnessing the Potential of NetSuite Saved Searches

NetSuite saved searches serve as a cornerstone in accessing and manipulating critical data within your NetSuite environment. Their dynamic nature allows for real-time data retrieval, enabling users to stay agile in their decision-making processes. But what if we told you that these saved searches could transcend their traditional role and serve as a powerful foundation for enhanced reporting and automation?

CloudExtend Excel for NetSuite takes the synergy between NetSuite saved searches and Excel to unprecedented heights. By seamlessly integrating with NetSuite, CloudExtend Excel empowers users to harness the full potential of their saved searches within the familiar interface of Excel. This integration opens up a plethora of possibilities, allowing for effortless data manipulation, visualization, and automation. Not to mention that employees report spending as much as 38% of their day in a spreadsheet already, so why not meet them where they’re already working? 

CloudExtend Excel lets users seamlessly import data from NetSuite saved searches into Excel spreadsheets, providing unparalleled flexibility in reporting. Data can then be refreshed automatically on a schedule, or on demand at any time to get to-the-moment insights on your data. Whether you’re creating financial statements, sales forecasts, or inventory analyses, CloudExtend Excel equips you with the tools needed to transform raw data into actionable insights. Furthermore, its intuitive interface ensures that users of all skill levels can navigate the reporting process with ease.

Automation through Excel Formulas and Macros

But CloudExtend Excel doesn’t stop at reporting—it revolutionizes the way businesses approach automation. By leveraging Excel formulas and macros, users can transform their saved search data into dynamic templates for record updates and creation within NetSuite. Let’s explore this concept further with a real-world example:

Practical Application: AR Aging Reports
Consider an Accounts Receivable (AR) aging report generated from a NetSuite saved search. Traditionally, this report provides insights into outstanding customer invoices, aging them based on their due dates. With CloudExtend Excel, users can take this a step further by utilizing Excel formulas and macros to automate payment applications and invoice creation directly within Excel.

Here’s how it works:

• Data Retrieval: Start by importing AR aging data from a NetSuite saved search into Excel using the CloudExtend Excel integration.
• Mapping and Analysis: Utilizing Excel formulas, analyze aging trends and identify any overdue invoices requiring attention.
• Automation: Implement Excel macros to automatically apply payments to open invoices or generate new invoices based on predefined criteria.
• Seamless Integration: With the click of a button, writeback Excel updates to NetSuite via the CloudExtend Excel integration, ensuring data integrity across platforms.

Empowering Business Efficiency with NetSuite and CloudExtend

By seamlessly integrating NetSuite saved searches with CloudExtend Excel, businesses can unlock a new realm of efficiency and productivity. From enhanced reporting capabilities to streamlined automation processes, this innovative approach revolutionizes the way organizations leverage their NetSuite data.

In the dynamic landscape of modern business, the ability to extract actionable insights from data is paramount. With the combined power of NetSuite saved searches and CloudExtend Excel integration, businesses can transcend traditional reporting limitations and embrace a new era of efficiency and innovation. As businesses strive to stay ahead in an increasingly competitive environment, leveraging the synergy between NetSuite and CloudExtend Excel is not just an option—it’s a strategic imperative.

Try CloudExtend Excel with your NetSuite saved searches FREE for two weeks, no credit card required. Get started here.