Your first export template

Pick a saved search, pick a destination, run it once, confirm the file landed. About five minutes.

Open the wizard

In NetSuite, navigate to Outpost by VCG → Scheduled exports and click New export template. The wizard walks you through four steps. Each step is a single decision.

Step 1: Source

Give the template a name and pick the saved search to run. The search dropdown shows every saved search your role has access to. Pick any saved search for this first run — you can change it later.

The Dataset toggle is visible here but shows a "Datasets are coming soon" note. Leave Saved search selected.

If the search you want isn't in the list, see Why doesn't this saved search appear in my Outpost list?

Step 2: Destination

Pick one of your connected destinations: File Cabinet, SharePoint, OneDrive, Google Drive, Azure Blob, or FTP / SFTP. The Works with (via storage above) row showing Excel, Power BI, and Tableau is a reference — those are consumer tools, not selectable destinations.

Set the folder path and File name. Outpost writes CSV files only, so the extension is .csv. For your first run, something like ar_aging_test works fine.

Step 3: Schedule

For your first run, choose Single. This runs the template once, right after you save the wizard. It's the fastest way to confirm everything works end-to-end before committing to a recurring schedule.

Recurring options (Daily, Weekly, Monthly, Yearly, plus sub-day repeat intervals) come next. See the Scheduling section for details.

This step also lets you set the template's status: Active, Paused, or Draft. Leave it on Activeso it runs when you save.

Step 4: Review

The review screen shows everything you just configured. Confirm the source, destination, and schedule are correct, then click Create template.

Outpost queues the run immediately. Most Single runs finish within a minute. Larger saved searches take longer.

Confirm your file landed

Once the export runs, check two places:

1. Job history. Open Outpost by VCG → Job history. You should see your run listed with a status of Success.
2. Your destination. Open the destination (SharePoint folder, File Cabinet folder, SFTP directory, etc.) and confirm the file is there.

What can go wrong on the first run

Status: Failed, connection authentication error

The Connection's OAuth token has expired or been revoked. Open Connections, click the failing connection, and click Reconnect. Then re-run the template from Job history.

Status: Failed, saved search error

The saved search itself failed. Most often this is because the saved search references a field or record the owning role doesn't have permission to read. Open the saved search in NetSuite, run it manually under the same role, and see if it errors.

Status: Success but the file isn't where I expect

Check the folder path you set in Step 2. SharePoint and OneDrive paths are case-sensitive, and a typo in the folder name will create a new folder rather than fail. Check the destination root for an unexpected new folder.

You're done

If your file is in the right place and the run shows as Success, you're set up. Head to Where to go next for your follow-on docs.