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End-Users: Getting Started with ExtendInsights Financial Reporting

ExtendInsights FRE | Learn how Financial Reporting works, how it connects to NetSuite, and how to create your first XAVI formula

Getting Started with ExtendInsights Financial Reporting

ExtendInsights Financial Reporting is an Excel add-in that connects directly to your NetSuite account, letting you pull live financial data into spreadsheets using simple formulas. No more exporting CSVs, no more copy/pasting from NetSuite reports — your numbers update in real time.

Video Walkthrough

Why ExtendInsights Financial Reporting?

Traditional Approach

With Financial Reporting

Export CSV from NetSuite

Live formulas pull data on demand with XAVI formulas

Manual copy/paste

Refresh formula results from the task pane

Stale data within hours

Real-time accuracy

Breaking links when structure changes

Use dynamic account references in formulas

Step 1: Open the Task Pane

In Excel, go to the Data ribbon and click the ExtendInsights Financial button. This opens the task pane where you can access formulas, filters, pre-built reports, and more.

Step 2: Enter Your First Formula

In any Excel cell, type:

=XAVI.BALANCE("4010", "Jan 2025", "Jan 2025")

This returns the balance for account 4010 for January 2025. That's it, you're now pulling live data from NetSuite.

Step 3: Make It Dynamic

Instead of hardcoding values, use cell references so your reports are flexible and easy to update:

A

B

1

Account

Jan 2025

2

4010

=XAVI.BALANCE($A2, B$1, B$1)

3

5000

=XAVI.BALANCE($A3, B$1, B$1)

With this setup, you can:

  • Drag the formula down to add more accounts

  • Drag the formula right to add more months

  • Let XAVI batch formula requests. More than 60 formulas can be resolved in a single API call.

Data Refresh & Caching

Financial Reporting caches data for one hour. If you’ve recently posted transactions in NetSuite and need updated results sooner, select Refresh All in the task pane to clear the cache and retrieve the latest data.

An internet connection is required to retrieve data from NetSuite. XAVI formulas cannot run offline.

Interface Walkthrough

Learn how to use the task pane’s report-building tools, filters, refresh options, and drill-downs

➡️ The Interface: ExtendInsights Financial Reporting

See Also

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