Uploading the Custom Template for Exporting Country-Specific Reports
After creating a custom template for your file export, you must upload the template to the File Cabinet in NetSuite.
To upload a custom template:
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Upload the custom template file to the File Cabinet:
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Go to Documents > Files > File Cabinet:
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Click the folder to where you want to store your custom template.
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Click Add File.
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In your computer drive, select the custom template file.
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Set your custom template file as the export template for a specific report:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Click List next to CSR – Report.
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Click Edit next to the country-specific report that you want to have a CSV or XML export option.
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Go to the Exports subtab.
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In the Name field, enter an identifying label for your export. The name you enter here will be displayed as a button on the Country-Specific Reports page.
For example, if, under Name, you wrote CSV, on the Country-Specific Reports page, a button Export to CSV is added.
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From the Format list, select CSV, XML, or PDF.
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In the Template field, click the double arrow. Select the template file that you uploaded to the File Cabinet.
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Click Add.
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Click Save.
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