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.