In order to assist you operate more efficiently without constantly relying on the administrator to provide custom reports, you have the ability to create “Web Queries”.
This allow you to pull real-time data from specific NetSuite reports into Microsoft Excel. To do this, customise any report, navigate to the “More Options” section of the Report Builder, and click on the “Allow Web Query” checkbox.
Save and run the report. Then, click the “Export – Excel Web Query” button.
When you open the document in Microsoft Excel, you will be prompted for your Net Suite username.
You can now update the information in the report at anytime by clicking on the refresh button in Excel.