Exporting Planning and Budgeting Data
You can export different types of Planning and Budgeting data from NetSuite as CSV files.
To export Planning and Budgeting data:
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Go to NetSuite EPM > Planning and Budgeting > Export Data.
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In the Export Type step, choose one of the following data types:
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Global Period
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Application Period
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Click Next.
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In the Set Options step, click Finish to export the data as a CSV file.
Tip:To return to a previous step, click < Back or Cancel.
For information about importing the Planning and Budgeting data types, see Importing Planning and Budgeting Data.