Module Overview
From the report viewer, you can export reports in multiple formats, print them, or email them directly to colleagues. This module covers all the distribution options available for standard reports.
Export Formats
Click the format icons in the report toolbar to download the report in your preferred format.
📊
Excel
Spreadsheet with formulas
📝
CSV
Raw data, comma-separated
💡 When to Use Each Format
| Format |
Best For |
| Excel |
Further analysis, pivot tables, additional calculations |
| PDF |
Sharing final reports, printing, archiving |
| CSV |
Importing into other systems, data processing |
| Word |
Adding commentary, creating presentations |
Printing Reports
🖨️ Print Options
Click the Print icon to send the report to your printer. NetSuite automatically:
- Adds the report title on each page
- Includes column headings on each page
- Formats the report for the selected paper size
Emailing Reports
Email reports directly from NetSuite to share data with colleagues or external recipients.
📧 Email Report Steps
- Click the Email icon in the report toolbar
- You are automatically added as a recipient
- Add additional recipients under Copy Others or type email addresses
- On the Message subtab, add your email message
- Choose the attachment format:
- Inline HTML — Report displays in the email body
- Attachment — Report attached as Excel, PDF, CSV, or Word
- On the Attachment subtab, optionally attach additional documents
- Click Send
💡 Pro Tip
You can email reports to both internal NetSuite users and external recipients (like clients or vendors) by entering their email addresses directly. You can also attach additional files from your computer or the NetSuite File Cabinet.
Report Snapshots
Some reports are available as snapshots — static images that can be added to your Home dashboard.
📸 Snapshot Features
- A camera icon indicates the report is available as a snapshot
- Add snapshots to the Report Snapshot portlet on your Home dashboard
- Create custom snapshots for frequently viewed reports
- Not all reports have snapshot capability — refer to SuiteAnswers for the full list
🎯 Key Takeaways
- Export reports in Excel, PDF, CSV, or Word formats
- Click Print to send reports to your printer with automatic formatting
- Email reports with inline HTML or as attachments to internal or external recipients
- Use Report Snapshots to display static report images on your dashboard
- Attach additional documents when emailing reports