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How to Connect Financial Report to Excel and Auto Refresh?

edited Jan 30, 2023 9:03PM in Ask A Guru 6 comments

We would like to get the real-time updated income statement report data to an excel sheet in our system.

  • Web Query is not an option for these report
  • Is it possible through an ODBC connection?

If we set up the ODBC connection in NetSuite, can we get the updated income statement report details dynamically to our excel? 

As per my understanding, do we have to use a SQL query to obtain the details of the income statement report? can anyone share the SQL query to fetch the income statement report and balance sheet details?

Please share your valuable thoughts in this regard

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