Tag: export

Resolving Export Restrictions for Custom Roles in NetSuite – “Export Lists” Permission

Issue Overview A recurring issue encountered by users with custom roles in NetSuite involves the inability to export data from saved searches or reports. This limitation typically manifests when the “Export – Lists” permission is not assigned to the custom role, thereby restricting access to the “Export – Excel” and “Export – CSV” functionalities in… Continue reading Resolving Export Restrictions for Custom Roles in NetSuite – “Export Lists” Permission

Limitations on Exports to PDF

Limitations on Exports to PDF Exported PDFs have some output limitations. If your export includes more than 10,000 rows, exporting them to PDF may cause an error. Also, if your export includes a large number of columns or extremely long field values, you may encounter formatting issues. To avoid performance problems, exports with more than… Continue reading Limitations on Exports to PDF

Downloading Fixed Assets Reports in Excel Format

Scenario: When generating a report in the Fixed Assets Management module, users may find that the report is only available in XML and PDF formats. To convert this to excel, follow these steps: Click on the XML hyperlink for the report you wish to open in Excel. The XML file will be downloaded and will… Continue reading Downloading Fixed Assets Reports in Excel Format

NetSuite CSV import not triggering realtime export

Problem: When performing a CSV import into NetSuite my real time export is not running even if the Execution Context of the export is set to CSV Import.   Solution: The CSV import preference of “RUN SERVER SUITESCRIPT AND TRIGGER WORKFLOWS” is not checked within NetSuite. Without this box checked the user event script that triggers… Continue reading NetSuite CSV import not triggering realtime export

Exporting Open transactions from QuickBooks

For the purpose of migrating the open transactions in QuickBooks, follow the steps: Export the A/R Ageing Detail and A/P Ageing Detail report to identify the transactions to be exported as open transactions. We can customize the reporting by adding the additional columns We can refer the Journal report for identify the accounts to be… Continue reading Exporting Open transactions from QuickBooks

Exporting to Excel

You can export reports, searches and lists into various formats. Exporting provides you with additional flexibility in reviewing and analyzing your business’s data. Each export format has its own advantages and limitations as detailed below: Supported Versions – Only XLS files are supported. XLSX files are not supported. Expand/collapse – Settings are not maintained. All rows included… Continue reading Exporting to Excel

Permission To Export the Report

The client would like to add permission to a role that can export (download) the Report in various formats. For a custom role to have the ability to Export (download) the Report and Lists results, the role must have the Export Lists permission. This permission should be added to the custom role. On adding this permission the export button will be visible on the… Continue reading Permission To Export the Report