Skip to main content
  • Why Choose GURUS
    • About Us
    • Clients
    • Events
    • Gurus Partner Program
    • Reference Program
    • GURUS for GOOD
  • Careers
    • Job Openings
    • Working at GURUS
    • GURUS Academy
  • Contact
Free Business Intelligence Demo   1.877.664.1023
  • Solutions
    • NetSuite
      • NetSuite OneWorld
      • NetSuite PSA & SRP
      • NetSuite OpenAir
      • NetSuite Sandbox
    • Data Toolkit
      • Business Intelligence for NetSuite
        • BI by Role
        • NetSuite Data Warehousing
        • BI Templates for NetSuite
      • GURUS NetSuite Data Exporter
        • Financial Planning & Analysis Edition
    • Custom Solutions
      • Container Management
      • Engineer-To-Order (ETO)
      • Dynamic Special Order
      • Marketplace Reconciliation
      • Bulk Transaction Emailer
    • NetSuite Modules
      • Financials and Management
        • Dunning Letters
        • Financials
        • Fixed Assets
        • Incentive Compensation
      • Manufacturing
        • WIP & Routing
        • Work Orders & Assemblies
      • Retail and Distribution
        • Demand Planning
        • Grid Order Management
        • Inventory Management
        • Procurement
        • WMS Lite
      • Services
        • Job Costing
        • Project Management
        • Resource Allocation
        • Revenue Management
      • Software
        • Contract Renewals
        • Software Management
    • Boomi
    • NetSuite Add Ons Solutions
    • NetSuite for Private Equity Firms

    FREE BUSINESS INTELLIGENCE DEMO

    Request your Free Business Intelligence Demo & Discovery Call Today. Have our resident BI expert guide you through the solution’s features.

    Learn More

  • Industries
    • Industry Solutions
      • Food and Beverage
        • NetSuite’s Top 5 for Food and Beverage
        • Top Software For Food and Beverage Industry
        • Food and Beverage Industry Trends
      • Life Sciences
        • Biotherapeutics
        • Clinical Trials
        • Genomics
        • Laboratories
        • Medical Devices
        • Medical Distribution & eCommerce
        • Medical Practices
        • Medical Software
      • Professional Services
      • Software & Internet Providers
      • eCommerce
      • Media & Publishing
      • Non-Profits
      • Engineering
      • Construction
      • Manufacturing
        • Cloud-Based ERP for Manufacturing
        • Complete Manufacturing Workflow with NetSuite
        • How to Increase Profits with NetSuite ERP
      • Cannabis & CBD
      • Wholesale Distribution
        • The Benefits of an ERP For Wholesalers
        • Top Wholesale Distribution Software
        • Wholesale Distributors vs. Direct-To-Consumer
      • Healthcare
        • 5 ERP Features For Healthcare Suppliers
        • Healthcare ERP for Clinics
        • NetSuite FAQ for the Healthcare Industry
      • Energy
      • Retail
        • Benefits of NetSuite for Retail
        • Improve Customer Experience with NetSuite
        • Scale Operations with NetSuite for Retail

    FIND THE NETSUITE BUNDLE FOR YOUR INDUSTRY

     

    Our team of specialists can customize your NetSuite with the right features to meet the needs of your business. Find the right solution for your industry.

    Learn More

  • Services
    • NetSuite Services
      • NetSuite Implementation & Configuration
      • NetSuite Project Rescue
      • NetSuite Training
      • NetSuite Data Migration
      • Business Process Review
      • NetSuite Integration
      • NetSuite Upgrade Readiness Review
      • Customization & Development
      • Assessment & Architecture
      • NetSuite Optimization
      • NetSuite Support
      • Staff a Project
      • NetSuite Admin Services
    • Integrations and Connectors
      • NetSuite Integrations
        • NetSuite to Salesforce Integration
        • NetSuite to Shopify Integration
        • NetSuite to HubSpot Integration
        • NetSuite to Procore Integration
        • NetSuite EDI Integration
        • NetSuite eCommerce Integration
      • Salesforce Integrations
        • Salesforce To HubSpot
        • Salesforce To NetSuite
        • Salesforce To Outlook
        • Salesforce To QuickBooks
        • Salesforce To Slack
        • Salesforce To Call Center Software

    FIND THE RIGHT CUSTOM SOLUTION TAILORED TO YOUR INDUSTRY

    Custom ERP solutions to connect your company’s needs with NetSuite functionalities using custom script. Learn more to find a solution that meets your company’s needs.

    Learn More

  • Pricing
    • NetSuite Pricing
    • Integrations Pricing

    NetSuite Implementation Pricing

    Find the answers to all your NetSuite ERP cost, licensing and implementation questions in our comprehensive Pricing Guide for buyers.

    Learn More

  • Resources
    • Browse resources
      • FAQ
        • NetSuite Data Exporter
        • GURUS Business Intelligence
        • NetSuite FAQs
      • Blog
      • Video
      • Press Releases
      • ERP Comparison Hub
    • Filter resources
      • All
      • Demos
      • Podcasts
      • White Papers
      • Data Sheets
      • Webinars
      • Glossary

    GURUS CLOUD CONNECT

    Webinars as short as your coffee break. Register now to hear industry experts answer your tech-questions in snack-sized episodes.

    Learn More

Breadcrumb

  • Home
  • Blog
  • How to Embed your Reports in NetSuite

How to Embed your Reports in NetSuite

Profile picture for user GURUS Solutions
By: GURUS Solutions 03.08.2021
Copied to clipboard

GURUS NetSuite Data Exporter Premium Version Instruction Guide

This comprehensive guide is for NetSuite clients currently using the GURUS NetSuite Data Exporter Premium Version. Here you will find in-depth instructions on how to activate and view your license as well as embed sheets into NetSuite with the Data Exporter.

For any additional questions or concerns regarding the GURUS NetSuite Data Exporter, please consult our FAQ product page or contact our Product Support Team at support@gurussolutions.com.

Table of Contents:
  • Activating and viewing your License
  • Embedding a Sheet into NetSuite
     
    • Publish your Google Sheet for Embedding
    • Configure the Google Sheet into NetSuite
    • Configure the Portlet

Get Help With The Installation

1. Activating and viewing your License

You can activate and manage your product license through a simple screen.

  1. Locate the “Data Exporter” center tab and navigate to “Data Exporter > Data Exporter Configuration > Data Exporter Licensing


     
  2. If this is your first time using GURUS NetSuite Data Exporter tool, you will be greeted by the following message:

  3. Press the initialize button


  4. The page will fetch your license if you have one and display it like in the following example:
  5. If you need to update your license, simply press the “Update License” button.
  6. You can also click the Reinitialize button to force a reset of the license in case you get errors and start again at Step 1.

2. Embedding a Sheet into NetSuite

This section details how to add a Google Sheet into a NetSuite dashboard using the GURUS NetSuite Data Exporter custom portlet. You can add these reports into the Data Exporter dashboard or any dashboard of your liking. Refer to the NetSuite help to learn more about Portlets, Dashboards and Publishing of Dashboards.

2.1 Publish your Google Sheet for Embedding

Refer to the Google Help on the topic: https://support.google.com/docs/answer/183965?hl=en

  1. Log into the Google Sheet where you use the GURUS NetSuite Data Exporter application.
  2. Navigate to File -> Publish to the Web

  3. In the popup window, select the Embed tab.
  4. In the dropdown, select which part of the document you want to embed into NetSuite. It can be either the whole document or a single sheet with some graphics.
  5. Expand the Published content & Settings section.
  6. Select the Tab you want to publish again.
  7. Select the Tab you want to publish again.
  8. Select Automatically republish when changes are made to make the report update automatically.
  9. Select the category of user to publish this report to. You can limit it to your own Google domain.

    • IMPORTANT: If you do not restrict the sharing, the link will be accessible to anyone with the link, or if you prefer, to anyone on the internet. It is HIGHLY recommended that you restrict the publishing to users within your organization.
  10. Click the Publish button.
  11. Copy and keep only the URL portion of the code provided in the box. You want to grab only what is between quotes after the SRC parameter. Ex in bold:

< iframe src= " https: //docs.google.com/spreadsheets/d/e/sdgkhgjkwh6436hkjsdhg4k36hjkh-wsjkh643hv8sd-4jkesdhgjk46n4usg84w6sxudhyt389sdkhGDHErhd/pubhtml?gid=12343567&amp;single=true&amp;widget=true&amp;headers=false " > < /iframe>

2.2 Configure the Google Sheet into NetSuite

  1. In your Netsuite instance, Locate the Data Exporter center tab. and navigate to “Data Exporter > Data Exporter Configuration > Data Exporter Reports > New"

  2. Give your report a name and add the embed url you copied in section 2.1 “ in the Google Sheet Embed URL” field.
  3. Optionally, add the url of the Google Sheet itself (the URL in the search bar of your browser when viewing the Google Sheet) to the Google Sheet URL Field. Adding this url will display a link from the Portlet that will allow your user to view and edit the sheet directly.

  4. In the Audience Box, you can select the NetSuite roles to which you want to allow this report to be set in their NetSuite Portlets. If every role is allowed, you can click the All Role Box.
  5. Save the record.
  6. You will now be able to see a preview of the Embedding at the bottom of the record.

2.3 Configure the Portlet

Once you have created a Data Exporter report as described in the above section 2.2, you can use these reports in portlets. In this section we will describe how to set up a report in a portlet.

  1. Navigate to the Dashboard you want to add the portlet (ex: The Home Dashboard or the Data Exporter dashboard)
  2. Press the personalize button then create a “Custom Portlet"

  3. In the right menu (3 vertical dots), select “Set Up”

  4. Choose “GURUS NetSuite Data Exporter Portlet” as a source and press save.

  5. Once again, in the right menu (3 vertical dots), this time click on “Edit”

  6. Give the portlet a height (in pixels). Start with 500 and you can adjust it to your liking afterward.
  7. Choose your report from the “Data Exporter Report” Dropdown

  8. Click save. The embedded report is now showing in your dashboard. Optional: Refer to NetSuite Help to learn how to publish dashboards to other users.

Get Help With The Installation


About GURUS Solutions

GURUS boasts a dynamic team of business and technical experts who set the standard for best practices in the implementation, customization and integration of Oracle NetSuite ERP solutions. We work closely with our clientele to bring their business processes into the cloud – resulting in an unmatched level of productivity and efficiency.  Contact Us Now!

Recent posts

  • Profile picture for user Neil Stolovitsky
    By : Neil Stolovitsky 13.03.2023

    Power BI vs. Tableau

    • BI for NetSuite ERP integration
    • Data Visualization
    Discover the comparison of two influential software, Power BI and Tableau, to see which BI platform is right for your business data transformation.
    Read this post
  • Profile picture for user Victoria Sapsford
    By : Victoria Sapsford 13.03.2023

    What is Cost Savings?

    • Popular ERP Questions
    Discover how your company can benefit from cost savings with NetSuite ERP in order to reduce spending and control your company’s bottom line.
    Read this post
  • Profile picture for user Victoria Sapsford
    By : Victoria Sapsford 28.02.2023

    NetSuite Data Migration Strategy

    • NetSuite ERP
    Prepare for the implementation of your new ERP system by strategizing your data migration process and ensuring positive change management.
    Read this post
Related tags
  • NetSuite Tutorial
  • ERP Tools
  • NetSuite Integration Tools

News & Events

  • Press releases

    GURUS Solutions named to the Bob Scott Top 100 VARS for 2023

    Montreal, Quebec - June 28th 2022 On June 9th, 2022, GURUS Solutions was named to The Bob Scott Top 100 VARS for 2022. The
    Read more
    Published 30 January 2023
  • Press releases

    GURUS Solutions Unveils Partnership with Mavenlink

    GURUS Solutions is proud to announce its latest partnership with Mavenlink, the industry cloud for professional services
    Read more
    Published 10 March 2022
  • Press releases

    Dell sells Boomi to Francisco Partners and TPG Capital

    [Chesterbrook, PA, Round Rock, Texas, San Francisco - May 2, 2021] As of May 2nd, 2021, Dell Technologies has officially reached
    Read more
    Published 20 May 2021

Blog

  • Power BI vs. Tableau
    Neil Stolovitsky, 13.03.2023
     NetSuite customers are very fortunate to have powerful persona-based dashboards, reporting
  • What is Cost Savings?
    Victoria Sapsford, 13.03.2023
     Money makes the world go around, and to the chagrin of some, there is no escaping it. This
  • NetSuite Data Migration Strategy
    Victoria Sapsford, 28.02.2023
     At a time where Big Data reigns supreme and accurate data is crucial to companies looking
All posts

Contact

TOLL-FREE: 1.877.664.1023
info@gurussolutions.com

Head Office

9880 Clark Street, Suite 101
Montreal, QC
H3L 2R3 Canada

Tel: 514.664.1023

Join the Team

We are always on the 'lookout' for new talent. Are you The One we are looking for?

Careers

 

Regional offices

Boston, MA: 617.807.0903
Chicago, IL: 312.588.7295
Cleveland, OH: 216.202.0264
Dallas, TX: 214.377.1221
Manchester, NH: 603.657.9458
Miami, FL:786.453.9063
Oklahoma City, OK: 405.896.8422
Ottawa, ON: 613.454.6013
Rochester, NY: 585.666.0574
San Francisco, CA: 415.449.8611

 

SEE ALL LOCATIONS

100% MONEY BACK GUARANTEE

Follow us in social media

Copyright © 2023 Gurus Solutions

All rights reserved

  • Privacy policy