nkhatri
04/23/2026, 6:25 PMCeligo AI
04/23/2026, 6:25 PMAI generated answer (using internal Slack threads):To extract transactional data for an entire fiscal year from NetSuite, you can use the Saved Search feature. This feature allows you to create custom searches with specific criteria that fit your needs. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record you want to search for. In this case, you would select 'Transaction'. 3. Define your criteria. You can specify the fiscal year in the 'Date' field. 4. Define your results. This is where you specify which fields you want to be included in your search results. 5. Save and run your search. This will give you a list of all transactions for the specified fiscal year. You can then export these results to a CSV file for further analysis or storage. If you need to extract the data on a month-by-month basis, you can adjust the 'Date' field in your search criteria to specify a particular month within the fiscal year. Remember, it's important to be careful when handling this data, as deleting transactions can impact your General Ledger history. It's recommended to export and store your data safely rather than deleting it from NetSuite. ****** 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
04/23/2026, 6:25 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
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Slack thread 2: here (available only if the original thread was posted in the last 90 days)
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Slack thread 3: here (available only if the original thread was posted in the last 90 days)
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Celigo AI
04/23/2026, 6:25 PMAbdul Basit
04/23/2026, 6:27 PM