How can you convert a Transaction Search into a Re...
# ask-stanley-ai
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How can you convert a Transaction Search into a Report available by Xls web Query
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AI generated answer (using internal Slack threads):
To convert a Transaction Search into a Report available by Xls web Query, you can follow these steps: 1. Create a Transaction Search: Go to Reports > Saved Searches > All Saved Searches > New. Select Transaction from the list. Use the Criteria tab to set your search parameters. For example, you can use "Account" to pick the account and "Date before" to specify the date range. In the Results tab, show "Account" (Grouped) and "Amount" (Sum). 2. Save and Run the Search: After setting up your criteria and results, save the search. You can then run the search to view the results. 3. Export the Search Results: Once you have the search results, you can export them to an Excel file. Go to Actions > Export > Excel (CSV). This will download a CSV file of the search results. 4. Convert the CSV to XLS: Open the CSV file in Excel and save it as an XLS file. 5. Set up a Web Query in Excel: In Excel, go to Data > Get External Data > From Web. Enter the URL of your NetSuite account and log in. Navigate to the saved search and import the data. Please note that as your data grows, this type of search may run slow. You might want to consider using SuiteAnalytics for creating a pivot report, which can provide a more intuitive experience for users. You can also suppress links to transactions using a formula in SuiteAnalytics. ****** 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: 0.819225073
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816612601
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816581249
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