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Pre-Built Reports
Financial Reporting includes a Quick Start section in the task pane that lets you generate complete, ready-to-use reports without writing a single formula. Just pick a report type, set your parameters, and XAVI builds the whole thing for you.
Pre-built reports are meant just to give you a quick example of what it possible using ExtendInsights Financial Reporting.
CFO Flash Report
The CFO Flash Report is a high-level P&L summary perfect for board presentations, monthly flash reporting, and quick variance checks. It's the fastest way to get an executive overview of your financials.
How to generate it:
Open the XAVI task pane and click Quick Start
Select CFO Flash Report
Choose your year
XAVI builds the report instantly using the XAVI.TYPEBALANCE formula.
For example, Total Revenue is defined as
=XAVI.TYPEBALANCE("Income",C$5,C$5,$Q$3,$R$3,$S$3,$T$3,$U$3)
where C5 is the period, Q3 is Subsidiary, R3 is Department, S3 is Location, T3 is Class, and U3 is Accounting Book.Building a formula with parameters enables a user to change the parameter (Subsidiary for example) in one place and have it flow to all the formulas at once.
What's included:
Revenue
Cost of Goods Sold
Gross Profit
Operating Expenses
Net Income
The CFO Flash Report uses XAVI.TYPEBALANCE with account types (such as "Income", "COGS", "Expense") to aggregate balances by financial category. This means it works independently of your specific account numbering scheme.
Build Income Statement
For a detailed P&L that includes all accounts — not just high-level totals — use Build Income Statement.
How to generate it:
Click Build Income Statement in the task pane
Select your year
Click Build
What's included:
The report only includes accounts that have activity in the year selected otherwise the income statement will add clutter with unnecessary lines.
All revenue accounts (4xxx)
Cost of Goods Sold (5xxx)
Operating Expenses (6xxx)
Other Income/Expense (7xxx, 8xxx)
Calculated rows: Gross Profit, Operating Income, Net Income
The resulting report is fully formula-driven — every number is live from NetSuite and can be refreshed at any time.
Build Budget Report
The Budget Report brings in your NetSuite Budget for a specific year. With this information at hand you can easily build formula driven Budget vs Actuals reports.
How to generate it:
Click Build Budget Report in the task pane
Select your year,
Click Build
Customizing Pre-Built Reports
Pre-built reports are generated as standard Excel worksheets filled with XAVI formulas. Once generated, you can:
Add or remove rows and columns
Apply your own formatting
Insert additional formulas to calculate custom metrics (margins, variances, etc.)
Adjust filters to slice by department, location, or class
The underlying formulas continue to pull live data regardless of any formatting or structural changes you make.
Related Articles
📖 Getting Started with Financial Reporting
📖 XAVI Formula Reference
📖 Using Wildcards for Summary Reports
📖 Filtering by Subsidiary, Department, Class & Location