Joe NetSuite
05/23/2025, 7:55 PMCeligo AI
05/23/2025, 7:55 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** To set up an Excel web query for financial statements in NetSuite, you can follow these steps: 1. Navigate to the Report Builder page for the report you want to query. 2. Click on 'More Options'. 3. Check the 'Allow Web Query' option. After enabling the 'Allow Web Query' option, you will see an 'Export-Excel Web Query' option in the footer of the report. You can use this option to export the report data to Excel. Please note that if the report is edited after the web query is created, the web query won't be automatically updated. You will need to download a new copy of the query and enter your email upon opening it in Excel to update the query. If the data you need is accessible via a saved search, you can use the CloudExtend Excel for NetSuite app. The free version of this app allows NetSuite users to stream existing saved searches directly into Excel without having to export data from the NetSuite UI first. For more information, you can type 'Help:Excel Web Query' in your global search bar in NetSuite.
Celigo AI
05/23/2025, 7:56 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838234246
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.822775662
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816833496
Celigo AI
05/23/2025, 7:56 PM