Templates / Marketing / Build a report from saved Netsuite search

Build a report from saved Netsuite search

Overview

This workflow allows you to use the results of a Netsuite Saved Search to build a report in Google sheets or use the data in other systems in any manner you wish.

Connectors Used

The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:

End Result

The image below shows the received Netsuite saved search data and a final Google sheets report created from the data:

build-a-report-from-saved-netsuite-search-end-results

Prerequisites

This workflow assumes the following:

  • You have authentication to Netsuite and Google Sheets or any service you choose except Google Sheets to create a Report.

  • You have a Netsuite Saved Search, the permissions to access its results with your Netsuite Integration, and have set the Saved Search to Public.

  • You have a Google Sheet created and column headers aligned to your desired data ready.

Getting Live

Workflow Logic

The overall logic of the workflow is:

  1. The workflow is triggered by a scheduled trigger that runs daily.

  2. A Netsuite Saved Search is launched and a complete record of saved search is fetched.

  3. The received data is looped, using pagination. The loop continues until no more pages are found, and once done loop-1 breaks.

  4. The resulting data from the Search (Current Page) step is stored in a Google Sheet.

complete-wf

Step-by-step Explanation