Applies to: Payroll users using ZonePayroll
Last updated: May 2025
Saved Searches help Payroll Officers find important payroll data — but sometimes you want to export the results to a CSV file so you can review it offline, share it with others, or track it in a spreadsheet.
This article shows two ways to download your results as CSV, depending on your workflow.
🧭 When Would You Export?
Exporting a Saved Search is useful when you want to:
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Send a list of issues (e.g. missing bank info) to someone else
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Check data offline before running payroll
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Keep audit logs or QA records
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Compare results over time
✅ Two Ways to Export a Saved Search to CSV
🔹 Option 1: Export From the Search Results View
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Go to:
Reports > Saved Searches > All Saved Searches -
Click the name of the search (e.g.
Employees Missing Bank Info) -
Once results load, scroll to the bottom right of the page
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Click Export - CSV
Your browser will download a file (e.g. SavedSearch_EmployeesMissingBankInfo.csv) which you can open in Excel or Google Sheets.
🔹 Option 2: Export From the Saved Search List View
If you don’t need to view the results in NetSuite first:
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Go to:
Reports > Saved Searches > All Saved Searches -
Find your saved search
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On the right side, look for the “Export - CSV” link next to the search
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Click it to immediately download the CSV
This is a faster option when you're doing routine checks or working with multiple Saved Searches in one go.
✅ Best Practices
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Rename the file to include the date (e.g.
MissingBankInfo_May2025.csv) -
Use filters, pivot tables, or conditional formatting in Excel to review data
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Store weekly/monthly exports in a secure folder if doing compliance audits
🧠 Bonus Tip
Want to receive this export automatically via email each week?
👉 Read how to schedule a saved search to email you before payroll
🆘 Need Help?
Not seeing the export button? Getting unexpected results?
Reach out to our support team — we’re here to help troubleshoot and get your data flowing.