Manual Export of Saved Search Metadata in Planning and Budgeting Sync
You can manually export metadata from your Planning and Budgeting saved searches, and download the exported metadata to your computer as CSV files. You can then open the files and review the metadata hierarchy.
To export metadata:
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In NetSuite, go to NetSuite EPM > Planning and Budgeting > Manage Saved Searches.
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In the list of saved searches, click Download next to a saved search of your choice.
NetSuite opens a page with the name of the saved search and the status of the manual saved search execution.
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If you have not executed the saved search yet, the Execution section shows the Not Executed status.
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If you have previously executed the saved search, the Execution section shows the following information:
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The Success or Failure execution status.
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If the execution was successful:
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The time stamp reflects the last date and time when you generated the CSV file.
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The Download Search Results link is available for you to save the file to your computer.
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Click Generate to export the latest saved search data as a CSV file.
When the export is in progress, the Execution section shows Queued or In Progress as the execution status. If the export completes successfully, the Download Search Results link becomes available. The time stamp reflects the date and time when you generated the CSV file.
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Click the Download Search Results link to download the exported CSV file to disk.
You can then open the file, and review the saved search output that will be sent to your Planning and Budgeting on the saved search execution. For metadata saved searches, you can also check the hierarchy of exported metadata. If you want to customize the metadata hierarchy, proceed as described in the help topic Customization of Executed Saved Searches in Planning and Budgeting Sync.