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This resource hub brings together the guides you need to set up, roll out, and use ExtendInsights Financial Reporting with NetSuite and Microsoft Excel.
š Start Here
Administrators: Begin with the Admin Setup Guide to install the CloudExtend NetSuite bundle, configure permissions, assign licenses, and deploy the Excel add-in.
End users: If your organization has completed the setup, begin with the Installation and Login Guide, followed by the Getting Started Guide.
Tip: Bookmark this page for quick access to setup, formulas, reports, filters, troubleshooting, and Support resources.
Installation and Setup for Administrators
Use these guides to configure ExtendInsights Financial Reporting and provide users with access.
Complete ExtendInsights Financial Reporting Setup Guide
Complete the required NetSuite, Microsoft 365, licensing, and Excel add-in configuration.Add New Users to ExtendInsights Financial Reporting
Follow the administrator checklist for onboarding additional Financial Reporting users.Manage Financial Reporting Licenses and Administrators
Assign licenses and manage administrator access in the CloudExtend Portal.
š©āš» Getting Started for End Users
Share these resources with users who build or analyze NetSuite financial reports in Excel.
Install and Log In to ExtendInsights Financial Reporting
Install the Excel add-in, sign in, and connect to a NetSuite account and role.Getting Started with ExtendInsights Financial Reporting
Learn how the task pane works, create your first XAVI formula, apply filters, refresh data, and use Quick Start.Explore All Financial Reporting Resources
Browse the complete collection of setup, reporting, FAQ, and troubleshooting articles.
š Prebuilt Reports and Report Building
Use Prebuilt Financial Reports
Generate CFO Flash, Income Statement, Balance Sheet, or Budget reports using Quick Start.Prebuilt reports are examples and starting points. Customize them to match your organizationās chart of accounts, reporting periods, filters, and presentation requirements.
Build AI-Powered Financial Reports with Claude
Use the XAVI Report Builder workflow to create formula-driven financial reports in Excel.
š§® XAVI Formulas
Use these resources when building or maintaining custom financial reports.
XAVI Formula Reference
Review the syntax, parameters, and supported use cases for all available XAVI formulas.Drill Down into the Transactions Behind a Balance
Review the accounts or transactions that contribute to a XAVI formula result.
š Filters and Report Analysis
Dimension Filters
Filter by Subsidiary, Department, Class, Location, Custom Segments, and Fields
Add filters to prebuilt or free-form reports and reference them from XAVI formulas.
Custom Segments
Use Custom Segments in Financial Reporting
Filter supported formulas and reports using your organizationās NetSuite Custom Segments.
Standard and Custom NetSuite Fields
Filter by Standard and Custom NetSuite Fields
Filter supported formulas and reports using transaction header or line-level fields.
š Self-Paced Learning
Getting Started with ExtendInsights Financial Reporting
Follow the guided introduction to the task pane, XAVI formulas, Quick Start reports, filters, refresh options, and drill-down.Explore the Financial Reporting Reports and Analysis Collection
Continue learning with focused guides for formulas, filters, report design, and financial analysis.
š§© Additional Resources
Submit and Vote for CloudExtend Feature Requests
Share product feedback through Celigo Connective.Whitelist the Celigo.com Domain
Help ensure that your organization receives CloudExtend Support emails.Check CloudExtend Service Status
Review current service availability and known incidents.
Need Help?
Canāt find what youāre looking for? Weāre here to help.
Search the ExtendInsights for NetSuite Help Center.
Use the in-app messenger inside ExtendInsights or in the bottom-right corner of the Help Center.
When contacting Support, include the affected workbook, XAVI formula, NetSuite Account ID, role name, complete error message, and screenshots when available.