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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.
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 and subsidiary
XAVI builds the report instantly
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 and (optionally) a subsidiary
Click Build
What's included:
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 creates a side-by-side view of actuals vs. budget, making it easy to spot variances at a glance.
How to generate it:
Click Build Budget Report in the task pane
Select your year, subsidiary, and budget category
Click Build
The report compares actual balances (via XAVI.BALANCE) against budget figures (via XAVI.BUDGET) so you can immediately see where you're over or under.
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