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SavedSearch Function

SavedSearch Function

Description

The SavedSearch function makes it easy to load data from NetSuite through existing saved searches. Data is returned as a dynamic array, which makes it seamless to integrate with Power Query for more advanced data modeling.

Function Arguments

Argument NameInput InformationRequired
Search NameThe internal identifier for a saved search. If unique, the saved search name may also be used as an input.Yes
Omit HeaderIf TRUE, then the header row is omitted in the result.No
SkipNumber of records to skip. If omitted, no records are skipped.No
TakeNumber of records to return/take. If omitted, all records are returned.No

Important: This function requires a script deployment in NetSuite. To enable this function, please review our Finsyte SuiteApp instructions and contact support (opens in new tab) if there are any questions.

Where is your Saved Search Internal Identifier

Existing Search

  1. In Finsyte, select From List > Saved Searches.
  2. See all Saved Searches returned with Name, ScriptId and Type. Saved Search List

OR

  1. View all existing Saved Searches in NetSuite by going to Reports > Saved Searches > All Saved Searches.
  2. Review the ID field to find the Internal Identifier for a search. All Saved Search ID Field

OR

  1. Open your search in NetSuite.
  2. Select "Edit" to see the ID which is not editable once created. Existing Saved Search ID

New Search

  1. When a new search is created, the ID field will be the Internal Identifier used for this function. New Saved Search ID

Pulling in a Saved Search

Let's say you have a Saved Search looking at Departmental Spending for the last month that you'd like to pull into Excel to analyze against your financial statements.

  1. Identify the ID for your Saved Search in NetSuite.
  2. In Excel, select Functions > Saved Search

Note: If your Saved Search function is disabled, it could be one of two reasons. First, the connection to NetSuite may need to be initiated, hit Refresh Worksheet to do this. If that doesn't work, it's likely because this function does requires a script deployment in NetSuite. To enable this function, please contact support (opens in new tab).

  1. Input the ID as Search Name for the function argument. If any alterations to the search are required, utilize the optional parameters to make needed adjustments.
  2. Select Enter > See the search array returned.

Note: Arrays in Excel have blue outlines. If the array cannot fit in the given cell range, it will be marked with #SPILL. Learn more about Arrays (opens in new tab).