NS AdminA
05/14/2025, 5:03 PMCeligo AI
05/14/2025, 5:03 PMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can automate the process of running a report daily, downloading it in Excel format, and uploading it to a file storage service like Box.com using a combination of NetSuite's saved search functionality and a third-party integration tool like Celigo's CloudExtend Excel Analytics for NetSuite. Here's a general outline of the steps you would need to follow: 1. Create a saved search in NetSuite that generates the report you need. 2. Use Celigo's CloudExtend Excel Analytics for NetSuite to schedule the saved search to run daily. This tool is a Microsoft add-in that resides in Excel and allows you to schedule NetSuite saved searches to run at specified intervals. 3. Configure CloudExtend to download the results of the saved search in Excel format and name the file "Power Query GL". 4. Set up an integration between CloudExtend and Box.com to automatically upload the Excel file to your Box.com account, overwriting the previous day's report. Please note that this is a high-level overview and the exact steps may vary depending on the specifics of your NetSuite setup and the third-party tools you are using. Also, be aware of any data size limitations, as large reports may exceed the maximum file size allowed by NetSuite or the third-party tools. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
05/14/2025, 5:04 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.843936622
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834204316
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822522461
Celigo AI
05/14/2025, 5:04 PM