Can anyone eli5 how to get a Trial Balance to expo...
# suiteanalyticsc
CheapSuites
02/03/2022, 9:26 PMCan anyone eli5 how to get a Trial Balance to export to a file directory?
j
Josh_SatoriReporting
02/03/2022, 10:50 PMwww.tacticalconnect.com is a suiteapp that allows you to export searches to cloud file storage. You can build a TB search.
r
redfishdev
02/04/2022, 12:07 AMdo you need this automated?
redfishdev
02/04/2022, 12:07 AMon on demand run
redfishdev
02/04/2022, 12:07 AMor
c
CheapSuites
02/04/2022, 12:27 AM@Josh_SatoriReporting Is this to say it can't be done natively?
CheapSuites
02/04/2022, 12:27 AM@redfishdev Either
r
redfishdev
02/04/2022, 12:34 AMThere are saved search solutions which you can export to excel. Prob same from suite analytics. both saved searches and analytics can be pulls programatically from code theorugh restlets to external systems
redfishdev
02/04/2022, 12:35 AMhttps://blog.prolecto.com/2016/09/10/how-to-produce-a-netsuite-trial-balance-with-saved-searches/ if a good example of saved search version but your requirements may take more effort
redfishdev
02/04/2022, 12:36 AMbut at the end of the day a trial balance is all data based and there are many ways to get data. Josh (above) porb has an easy button if you dont want to go through the learning curve
redfishdev
02/04/2022, 12:38 AMI assume you know that your can run a trial balance from Reports -> Financial -> Trial Balance and then use the excel button at bottom
c
CheapSuites
02/04/2022, 12:46 AMIdeally, I'd schedule the TB to send to a static destination where it is ultimately transferred to an SFTP site
If it's possible through native NS, I prefer that route i’m just ignorant on the topic. Happy to embrace the learning curve, but haven't found anything that indicates it's possible so idk where to start
r
redfishdev
02/04/2022, 1:38 AMYou are working on a custom integration that people here can help with. The cheap solution depending on if you can form via saved search is to script the run of the search and the export to ftp which can be done in NetSuite. This is all JavaScript code. There are poeple here that can help and provide a solution. They can deal with your SFTP reqs.
redfishdev
02/04/2022, 1:40 AMBut I suspect you will need to have your company spend some $ for this solution unless you are willing to dive deap into the JavaScript aspects of NS.
redfishdev
02/04/2022, 1:40 AMI can direct you if you want
2 Views