How to Export an Accounts Receivable Aging Report as a CSV File in NetSuite

In NetSuite, users can download a CSV file of the Accounts Receivable Aging Report. Here’s a step-by-step guide on how to do this:

Steps to Download an Accounts Receivable Aging Report as a CSV in NetSuite:

1. Log in to NetSuite:

   • Use your NetSuite credentials to log in to your account.

2. Navigate to Reports:

   • From the Home Dashboard, in the navigation menu, go to Reports.
   • Select Customers/Receivables from the dropdown.
   • Then, click on A/R Aging or A/R Aging Summary, depending on the report you want.

3. Set the Filters:

   • Once you are on the Accounts Receivable Aging Report page, set your desired date range, aging periods, and any other necessary filters using the filter options at the top of the page.
   • Customize any other parameters such as subsidiaries, customer categories, or other dimensions based on your needs.

4. Run the Report:

   • After applying your filters, click on the Refresh button to generate the report.

5. Export to CSV:

   • Once the report is generated, look for the Export icon at the top-right corner of the report page.
   • Click the Export button.
   • In the dropdown, choose CSV as the file format.
   • The CSV file will begin downloading automatically.

6. Save the File:

   • Once the file is downloaded, you can save it to your preferred location on your computer.

This will allow you to get a CSV version of your Accounts Receivable Aging Report from NetSuite for further analysis or sharing.