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I'd like to automatically run a report and save it to a specific location every few hours. Can I do this by workflow or is there something easier?

no...kind of janky but I'm trying pull QC data the production floor needs to do their work. So pull saved search (hourly) and save CSV to shared drive and then Excel sheet has macro to refresh worksheet 2 with the CSV file in the shared folder. The csv file will have a different name so I will have to work that out but 1 step at a time

you want something easier than a workflow?

1. it's not possible via a workflow
2. the solution is exponentially harder than a workflow
3. would be a third party solution, dont know of anything natively that would allow you to drop a saved search on a shared drive

Guess I'll just have to pull and update manually for a while

could I at least setup saved search to run daily and send CSV to email address? Would still need third party regardless to save file to shared drive I imagine

Yes as <@U01A4FR6LF2> said this would be  a script

but you can setup a saved search as you said that woudl include the csv as an attachment

NOTE - there is a limitation of 10,000 rows for this, so if your search gets beyond 10,000 rows it will be cutoff

Also I've seen where you can setup Box or DropBox with an email address so when you email that address it stores the attached file in the folder

I don't know if the same goes for OneDrive or Sharepoint but it could be another way to do this

I'll check it out, have to put that on back burner for now still fighting with WIP and Routing lol

I would recommend just going with <https://www.tacticalconnect.com/>
They can export the search data into S3, Azure, SharePoint then you can pull from there.

I've tried scripting before but it's more involved since netsuite has some file limitations and governance, so once you start getting into exports with over a million results it becomes more of a challenge.

Yes I agree tacticalconnect is a great tool

If using SharePoint or OneDrive you can Email then use PowerAutomate to grab the attachment as long as the file isnt too big. I would also recommend Tactical Connect especially if working with larger files.