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Getting Started with Financial Reporting
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.
Why Financial Reporting?
Traditional Approach | With Financial Reporting |
Export CSV from NetSuite | Live formulas pull data on demand |
Manual copy/paste | Auto-refresh with one click |
Stale data within hours | Real-time accuracy |
Breaking links when structure changes | Dynamic account references |
Step 1: Open the Task Pane
In Excel, go to the Home ribbon and click the XAVI 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
XAVI automatically batches requests for speed — 60+ formulas can resolve in a single API call
What's in the Task Pane
The XAVI task pane is your control center. From it you can:
Browse the Formula Reference for syntax help
Use the Filters panel to insert subsidiary, department, location, and class values
Launch Quick Start to build pre-made reports (CFO Flash Report, Income Statement, Budget Report)
Click Refresh All or Refresh Selected to pull the latest data from NetSuite
Use the Quick Actions bar to drill down into transactions behind any balance
Data Refresh & Caching
Financial Reporting caches data for 1 hour to keep things fast. If you've just posted new transactions in NetSuite and need to see them immediately, click Refresh All in the task pane. This clears the cache and pulls the latest data.
An internet connection is required — XAVI communicates with NetSuite in real time and cannot run offline.
Next Steps
📖 XAVI Formula Reference — Complete guide to all available formulas
📖 Using Wildcards for Summary Reports — Build full P&Ls with just a handful of formulas
📖 Filtering by Subsidiary, Department, Class & Location — Slice your data any way you need
📖 Pre-Built Reports — Launch a CFO Flash Report or full Income Statement in seconds
📖 Drill-Down: Exploring Transactions Behind a Balance — Click into any number to see what's behind it
Need Help?
🔍 Visit the Help Center: https://www.cloudextend.io/support/
💬 Use the in-app chat
✉️ Email cloudextend-support@celigo.com