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NSC | Export Customer Records by Customer Type into a CSV File

The customer wants to export Customers by Customer Type data to refine their target audience, identify new market segments, and implement focused marketing campaigns to attract customers who align with their ideal customer profiles.

Note: In this scenario, the customer has a custom field named Customer Type in their Customer record.

To do this, create a Transaction Saved Search grouped by Customer Type.

  1. Navigate to Reports > Saved Searches > All Saved Searches > New
  2. Select Transaction as the Search Type
  3. Enter a Search Title and set the following:
  4. Criteria tab > Standard subtab:
    1. Type = Sales Order
    2. Main Line = No
    3. Shipping Line = No

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Michelle Jabanes | NetSuite Support Community Administrator

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