export customer statement as excel file
# ask-stanley-ai
n
export customer statement as excel file
c
AI generated answer (using internal Slack threads):
Based on the conversations, it appears that NetSuite does not provide a direct way to export customer statements as Excel files. However, there are a couple of workarounds that you can use: 1. Saved Search: You can create a saved search to replicate the customer statement. Set the criteria to match the information you need from the customer statement. Once the saved search is set up, you can export the results as a CSV file, which can then be opened in Excel. 2. AR Aging Report: Another option is to use the AR Aging Report as a substitute for the customer statement. This report can also be exported as a CSV file and opened in Excel. 3. Celigo CloudExtend Excel for NetSuite: If you need to export specific invoices, you could use the Celigo CloudExtend Excel for NetSuite. This tool allows you to work with NetSuite data directly from Excel. Remember to save the CSV file as an Excel file after downloading it. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845668733
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825851917
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814433
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s
Hello. I hope you're well. I recommend to use saved search. You can specify criteria and result of your search and export the result as an excel file. Let me know if it doesn't work. I